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Utilities SPDR shares owned by Keystone Wealth Services

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Keystone Wealth Services from 13F filings

Historical chart of Keystone Wealth Services investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

All positions including Utilities SPDR held by Keystone Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Utilities SPDR by Keystone Wealth Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $486k 6.0k 80.77

More positions owned by Keystone Wealth Services

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Microsoft Corporation (MSFT)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Costco Wholesale Corporation (COST)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)
NVIDIA Corporation (NVDA)
Exxon Mobil Corporation (XOM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
ConocoPhillips (COP)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)

View all positions for Keystone Wealth Services

Top funds holding Utilities SPDR

Bank of America Corporation
International Assets Investment Management
Morgan Stanley
Goldman Sachs Group
Citadel Advisors
Susquehanna International
Jane Street
LPL Financial
Bessemer
Bnp Paribas Arbitrage, Snc
Harel Insurance Investments & Financial Services
Royal Bank of Canada
Envestnet Asset Management
Barclays
Migdal Insurance & Financial Holdings

View all funds holding Utilities SPDR