Key Client Fiduciary Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Key Client Fiduciary Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 1.3% in Q2 2026, selling an estimated $47K and leaving 77,875 shares worth $3.53M. The position accounts for 1.02% of the portfolio, ranked #20.

Key Client Fiduciary Advisors first reported a position in XLU in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.68M in Q3 2024. 250 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Key Client Fiduciary Advisors held 77,875 shares of State Street Utilities Select Sector SPDR ETF worth $3.53M as of Q2 2026.
Key Client Fiduciary Advisors sold 1,037 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $47K.
State Street Utilities Select Sector SPDR ETF made up 1.02% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #20 holding.
Key Client Fiduciary Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
Key Client Fiduciary Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $4.68M in Q3 2024.
250 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.