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
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Quarterly reported holdings in Utilities SPDR by Keystone Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $401k | 4.6k | 87.21 |
| 2025-06-30 | $1.1M | 13k | 81.66 |
| 2025-03-31 | $466k | 5.9k | 78.85 |
| 2024-12-31 | $574k | 7.6k | 75.69 |
| 2024-09-30 | $486k | 6.0k | 80.77 |