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Keystone Financial Group (Georgia)’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Keystone Financial Group (Georgia)’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,408
Closed -$101K – 152
2025
Q2 		$101K Buy
2,408
+16
+0.7% +$638 0.06% 75
2025
Q1 		$96.3K Buy
2,392
+18
+0.8% +$703 0.07% 71
2024
Q4 		$89.9K Buy
+2,374
New +$94.2K 0.07% 78

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Keystone Financial Group (Georgia)'s XLU Position: Q3 2025 in Review

Keystone Financial Group (Georgia) sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2025, closing a stake of 2,408 shares — an estimated $101K sold.

Keystone Financial Group (Georgia) first reported a position in XLU in Q4 2024 and held it in 3 quarters. The position peaked at $101K in Q2 2025. 1,430 funds tracked by Wall St. Rank hold XLU as of Q3 2025.

  • Keystone Financial Group (Georgia) reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • Keystone Financial Group (Georgia) sold 2,408 State Street Utilities Select Sector SPDR ETF shares in Q3 2025, an estimated $101K.
  • Keystone Financial Group (Georgia) first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and held it in 3 quarters.
  • Keystone Financial Group (Georgia)'s State Street Utilities Select Sector SPDR ETF position peaked at $101K in Q2 2025.
  • 1,430 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2025.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q3 2025, filed 20 Oct 2025.