Key Client Fiduciary Advisors’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.56M | Sell |
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|
2025
Q2 | $3.34M | Sell |
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|
2025
Q1 | $3.32M | Sell |
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|
2024
Q4 | $4.33M | Sell |
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|
2024
Q3 | $4.68M | Sell |
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|
2024
Q2 | $3.96M | Buy |
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|
2024
Q1 | $3.72M | Buy |
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|
2023
Q4 | $3.24M | Sell |
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|
2023
Q3 | $3.07M | Sell |
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|
2023
Q2 | $3.55M | Sell |
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|
2023
Q1 | $3.95M | Buy |
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|
2022
Q4 | $3.98M | Sell |
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|
2022
Q3 | $3.72M | Buy |
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|
2022
Q2 | $3.95M | Sell |
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|
2022
Q1 | $4.23M | Buy |
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|
2021
Q4 | $3.97M | Buy |
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