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Utilities SPDR shares owned by Klingenstein Fields & Co

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Klingenstein Fields & Co from 13F filings

Historical chart of Klingenstein Fields & Co investment in Utilities SPDR

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All positions including Utilities SPDR held by Klingenstein Fields & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Utilities SPDR by Klingenstein Fields & Co

Quarter filed Position value Share count Share price at filing
2025-09-30 $240k 2.8k 87.22
2025-06-30 $225k 2.8k 81.66
2025-03-31 $217k 2.8k 78.85
2024-12-31 $208k 2.8k 75.69
2024-09-30 $235k 2.9k 80.78
2024-06-30 $220k 3.2k 68.14
2024-03-31 $18M 273k 65.65