Key Client Fiduciary Advisors, LLC Utilities Sector Spdr Transaction History

Key Client Fiduciary Advisors, LLC

$242 Million
Q3 2025

A detailed history of Key Client Fiduciary Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Key Client Fiduciary Advisors, LLC holds 40,816 shares of XLU stock, worth $3.75 Million. This represents 1.47% of its overall portfolio holdings.

Number of Shares

40,816

Previous 40,858 0.1%

Holding current value

$3.75 Million

Previous $3.34 Million 6.68%

% of portfolio

1.47%

Previous 1.53%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	SELL	$81.14 - $87.32 $3,407 - $3,667	-42 Reduced 0.1%	40,816 $3.56 Million
Q2 2025 Jul 09, 2025	SELL	$73.09 - $82.77 $94,505 - $107,021	-1,293 Reduced 3.07%	40,858 $3.34 Million
Q1 2025 Apr 10, 2025	SELL	$74.7 - $80.27 $1.12 Million - $1.2 Million	-14,997 Reduced 26.24%	42,151 $3.29 Million
Q4 2024 Jan 17, 2025	SELL	$74.89 - $82.93 $59,462 - $65,846	-794 Reduced 1.37%	57,148 $4.33 Million
Q3 2024 Oct 18, 2024	SELL	$67.67 - $80.78 $15,428 - $18,417	-228 Reduced 0.39%	57,942 $4.68 Million
Q2 2024 Jul 16, 2024	BUY	$62.77 - $72.87 $98,046 - $113,822	1,562 Added 2.76%	58,170 $3.96 Million
Q1 2024 Apr 15, 2024	BUY	$59.95 - $65.65 $330,504 - $361,928	5,513 Added 10.79%	56,608 $3.72 Million
Q4 2023 Jan 09, 2024	SELL	$56.19 - $65.96 $56,864 - $66,751	-1,012 Reduced 1.94%	51,095 $3.24 Million
Q3 2023 Nov 14, 2023	SELL	$58.83 - $68.46 $129,426 - $150,612	-2,200 Reduced 4.05%	52,107 $3.07 Million
Q2 2023 Jul 13, 2023	SELL	$64.34 - $69.97 $257,295 - $279,810	-3,999 Reduced 6.86%	54,307 $3.55 Million
Q1 2023 Apr 25, 2023	BUY	$63.7 - $72.08 $117,781 - $133,275	1,849 Added 3.28%	58,306 $3.95 Million
Q4 2022 Jan 17, 2023	SELL	$61.52 - $72.67 $19,809 - $23,399	-322 Reduced 0.57%	56,457 $0
Q3 2022 Oct 12, 2022	BUY	$65.51 - $78.12 $29,610 - $35,310	452 Added 0.8%	56,779 $3.72 Million
Q2 2022 Jul 19, 2022	SELL	$64.87 - $76.96 $35,094 - $41,635	-541 Reduced 0.95%	56,327 $3.95 Million
Q1 2022 Apr 18, 2022	BUY	$65.03 - $74.54 $93,448 - $107,113	1,437 Added 2.59%	56,868 $4.23 Million
Q4 2021 Mar 01, 2022	BUY	$63.88 - $71.58 $3.54 Million - $3.97 Million	55,431 New	55,431 $3.97 Million

Others Institutions Holding XLU

# of Institutions

1,638

Shares Held

155M

Call Options Held

15.4M

Put Options Held

35.9M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Key Client Fiduciary Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Key Client Fiduciary Advisors, LLC with notifications on news.

Account

Key Client Fiduciary Advisors, LLC Utilities Sector Spdr Transaction History