SELECT SECTOR SPDR TR

Ticker: XLU CUSIP: 81369Y886 Class: SBI INT-UTILS

Keebeck Wealth Management's Holding History (CIK: 0001803675)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 12,492 Value ($000) $533 Avg Close Range
Q3 2025
Shares 6,246 Value ($000) $545 Avg Close Range
Q2 2025
Shares 6,575 Value ($000) $537 Avg Close Range
Q1 2025
Shares 6,246 Value ($000) $492 Avg Close Range
Q4 2024
Shares 7,638 Value ($000) $578 Avg Close Range
Q3 2024
Shares 7,638 Value ($000) $617 Avg Close Range
Q2 2024
Shares 7,759 Value ($000) $529 Avg Close Range
Q1 2024
Shares 9,091 Value ($000) $597 Avg Close Range
Q4 2023
Shares 9,296 Value ($000) $589 Avg Close Range
Q3 2023
Shares 11,046 Value ($000) $651 Avg Close Range
Q2 2023
Shares 11,046 Value ($000) $723 Avg Close Range
Q1 2023
Shares 11,046 Value ($000) $748 Avg Close Range
Q4 2022
Shares 11,046 Value ($000) $779 Avg Close Range
Q3 2022
Shares 10,734 Value ($000) $703 Avg Close Range
Q2 2022
Shares 13,824 Value ($000) $969 Avg Close Range
Q1 2022
Shares 10,519 Value ($000) $783 Avg Close Range
Q4 2021
Shares 11,162 Value ($000) $799 Avg Close Range
Q3 2021
Shares 10,721 Value ($000) $685 Avg Close Range
Q2 2021
Shares 10,334 Value ($000) $653 Avg Close Range
Q1 2021
Shares 9,440 Value ($000) $605 Avg Close Range
Q4 2020
Shares 9,440 Value ($000) $592 Avg Close Range
Q3 2020
Shares 9,584 Value ($000) $569 Avg Close Range
Q2 2020
Shares 9,361 Value ($000) $528 Avg Close Range
Q1 2020
Shares 9,599 Value ($000) $531 Avg Close Range
Q4 2019
Shares 11,028 Value ($000) $712 Avg Close Range