SIMON QUICK ADVISORS, LLC's ownership history for XLU

SIMON QUICK ADVISORS, LLC currently holds 5.1K shares with a market value of $443.6K. It started holding XLU on 2024-09-30. At its peak, it held 5.1K shares on 2025-09-30. Its highest holding value was $443.6K on 2025-09-30. At its lowest, it held 4.0K shares on 2025-06-30, with a value of $317.6K on 2024-12-31. In the recent 180 days, SIMON QUICK ADVISORS, LLC has increased its shares by 899. In the recent year, SIMON QUICK ADVISORS, LLC has increased its shares by 898.