Klingenstein Fields & Co’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Klingenstein Fields & Co’s Portfolio XLU Stock Details XLU Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$235K	Hold
2025 Q3	$240K	Hold
2025 Q2	$225K	Hold
2025 Q1	$217K	Hold
2024 Q4	$208K	Sell
2024 Q3	$235K	Sell
2024 Q2	$220K	Sell
2024 Q1	$17.9M	Buy