Key Client Fiduciary Advisors, LLC Utilities Sector Spdr Transaction History

Key Client Fiduciary Advisors, LLC

$203 Million
Q4 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 57,148 shares of XLU stock, worth $4.47 Million. This represents 2.13% of its overall portfolio holdings.

Number of Shares

57,148

Previous 57,942 1.37%

Holding current value

$4.47 Million

Previous $4.68 Million 7.59%

% of portfolio

2.13%

Previous 2.33%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,516

Shares Held

155M

Call Options Held

14.9M

Put Options Held

41.3M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

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Key Client Fiduciary Advisors, LLC Utilities Sector Spdr Transaction History