Keel Point’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Keel Point’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$314K	Sell	5,858 -1,137	-16%	-$59.1K	0.02%	371
2026 Q1	$345K	Sell	6,995 -141,856	-95%	-$7.39M	0.02%	325
2025 Q4	$8.15M	Sell	148,851 -12,111	-8%	-$645K	0.49%	36
2025 Q3	$8.67M	Sell	160,962 -41,188	-20%	-$2.18M	0.53%	34
2025 Q2	$10.6M	Sell	202,150 -289	-0.1%	-$14.3K	0.7%	25
2025 Q1	$10.1M	Buy	202,439 +77,393	+62%	+$3.88M	0.78%	23
2024 Q4	$6.04M	Buy	125,046 +35,019	+39%	+$1.69M	0.48%	36
2024 Q3	$4.08M	Buy	90,027 +200	+0.2%	+$8.73K	0.34%	56
2024 Q2	$3.82M	Buy	89,827 +3,156	+4%	+$130K	0.34%	58
2024 Q1	$3.65M	Buy	86,671 +8,539	+11%	+$337K	0.38%	59
2023 Q4	$2.94M	Sell	78,132 -4,339	-5%	-$150K	0.35%	57
2023 Q3	$2.74M	Sell	82,471 -16,609	-17%	-$572K	0.37%	57
2023 Q2	$3.34M	Buy	99,080 +50,316	+103%	+$1.64M	0.45%	53
2023 Q1	$1.57M	Buy	48,764 +782	+2%	+$27.2K	0.23%	83
2022 Q4	$1.64M	Sell	47,982 -35,298	-42%	-$1.19M	0.26%	79
2022 Q3	$2.53M	Sell	83,280 -11,047	-12%	-$365K	0.43%	58
2022 Q2	$3.26M	Buy	94,327 +21,188	+29%	+$732K	0.51%	50
2022 Q1	$2.8M	Buy	73,139 +18,084	+33%	+$707K	0.42%	56
2021 Q4	$2.15M	Sell	55,055 -396	-0.7%	-$15.6K	0.24%	67
2021 Q3	$2.08M	Buy	55,451 +42,866	+341%	+$1.6M	0.27%	73
2021 Q2	$462K	Sell	12,585 -32,887	-72%	-$1.2M	0.05%	157
2021 Q1	$1.55M	Buy	+45,472	New	+$1.46M	0.15%	105
2020 Q2	–	Sell	-11,220	Closed	-$234K	–	207
2020 Q1	$234K	Buy	11,220 +4,435	+65%	+$122K	0.03%	158
2019 Q4	$209K	Buy	+6,785	New	+$199K	0.02%	186
2018 Q4	–	Sell	-11,780	Closed	-$325K	–	229
2018 Q3	$325K	Buy	+11,780	New	+$330K	0.04%	142
2017 Q2	–	Sell	-416,394	Closed	-$9.88M	–	166
2017 Q1	$9.88M	Buy	416,394 +61,617	+17%	+$1.48M	2%	11
2016 Q4	$8.25M	Buy	+354,777	New	+$7.61M	1.85%	12

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Keel Point's XLF Position: Q2 2026 in Review

Keel Point reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 16% in Q2 2026, selling an estimated $59.1K and leaving 5,858 shares worth $314K. The position accounts for 0.02% of the portfolio, ranked #371.

Keel Point first reported a position in XLF in Q4 2016 and has held it in 27 quarters since. The position peaked at $10.6M in Q2 2025. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Keel Point held 5,858 shares of State Street Financial Select Sector SPDR ETF worth $314K as of Q2 2026.
Keel Point sold 1,137 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $59.1K.
State Street Financial Select Sector SPDR ETF made up 0.02% of Keel Point's portfolio in Q2 2026, its #371 holding.
Keel Point first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2016 and has held it in 27 quarters since.
Keel Point's State Street Financial Select Sector SPDR ETF position peaked at $10.6M in Q2 2025.
1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Keel Point's 13F filing for Q2 2026, filed 14 Aug 2026.