Key Client Fiduciary Advisors, LLC Utilities Sector Spdr Transaction History

Key Client Fiduciary Advisors, LLC

  • $201 Million
  • Q3 2024

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 57,942 shares of XLU stock, worth $4.66 Million. This represents 2.33% of its overall portfolio holdings.

Number of Shares
57,942
Previous 58,170 0.39%
Holding current value
$4.66 Million
Previous $3.96 Million 18.09%
% of portfolio
2.33%
Previous 2.18%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,482
Shares Held
180M
Call Options Held
13.1M
Put Options Held
41.1M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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