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Keystone Financial Group (Kentucky)’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Keystone Financial Group (Kentucky)’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.99M Sell
48,850
-467
-0.9% -$25.1K 0.2% 89
2025
Q4 		$2.2M Buy
49,317
+503
+1% +$22.4K 0.16% 101
2025
Q3 		$2.18M Buy
48,814
+1,356
+3% +$59.4K 0.17% 96
2025
Q2 		$2.01M Sell
47,458
-2,678
-5% -$112K 0.18% 97
2025
Q1 		$2.34M Sell
50,136
-12,798
-20% -$577K 0.24% 85
2024
Q4 		$2.7M Buy
62,934
+188
+0.3% +$8.54K 0.27% 75
2024
Q3 		$2.75M Buy
+62,746
New +$2.8M 0.35% 56
2024
Q2 		– Sell
-115,314
Closed -$5.44M – 346
2024
Q1 		$5.44M Buy
115,314
+1,518
+1% +$65.2K 0.79% 25
2023
Q4 		$4.77M Buy
113,796
+53,024
+87% +$2.27M 0.83% 22
2023
Q3 		$2.75M Sell
60,772
-1,450
-2% -$63.4K 0.46% 49
2023
Q2 		$2.53M Buy
+62,222
New +$2.53M 0.43% 53
2022
Q4 		$2.56M Buy
58,544
+4,830
+9% +$210K 0.51% 43
2022
Q3 		$1.93M Sell
53,714
-3,468
-6% -$131K 0.39% 59
2022
Q2 		$2.04M Buy
57,182
+676
+1% +$27.1K 0.41% 59
2022
Q1 		$2.16M Buy
56,506
+6,146
+12% +$213K 0.37% 62
2021
Q4 		$1.4M Buy
50,360
+458
+0.9% +$12.9K 0.23% 87
2021
Q3 		$1.3M Buy
49,902
+1,384
+3% +$34.3K 0.24% 84
2021
Q2 		$1.31M Buy
48,518
+352
+0.7% +$9.15K 0.24% 87
2021
Q1 		$1.18M Buy
48,166
+5,116
+12% +$118K 0.23% 88
2020
Q4 		$816K Sell
43,050
-16,628
-28% -$287K 0.17% 111
2020
Q3 		$894K Buy
59,678
+6,506
+12% +$116K 0.22% 99
2020
Q2 		$1.01M Buy
53,172
+16,968
+47% +$316K 0.27% 86
2020
Q1 		$526K Buy
36,204
+5,174
+17% +$123K 0.17% 110
2019
Q4 		$932K Sell
31,030
-8,034
-21% -$238K 0.25% 94
2019
Q3 		$1.16M Sell
39,064
-180
-0.5% -$5.45K 0.36% 71
2019
Q2 		$1.25M Sell
39,244
-2
-0% -$64 0.41% 62
2019
Q1 		$1.3M Buy
39,246
+1,468
+4% +$47.2K 0.46% 60
2018
Q4 		$1.08M Buy
37,778
+4,206
+13% +$141K 0.49% 64
2018
Q3 		$1.29M Buy
33,572
+26,982
+409% +$1.01M 0.53% 57
2018
Q2 		$247K Buy
6,590
+458
+7% +$17K 0.14% 137
2018
Q1 		$203K Buy
+6,132
New +$217K 0.11% 151

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s XLE Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.95% in Q1 2026, selling an estimated $25.1K and leaving 48,850 shares worth $2.99M. The position accounts for 0.2% of the portfolio, ranked #89.

Keystone Financial Group (Kentucky) first reported a position in XLE in Q1 2018 and has held it in 31 quarters since. The position peaked at $5.44M in Q1 2024. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

  • Keystone Financial Group (Kentucky) held 48,850 shares of State Street Energy Select Sector SPDR ETF worth $2.99M as of Q1 2026.
  • Keystone Financial Group (Kentucky) sold 467 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $25.1K.
  • State Street Energy Select Sector SPDR ETF made up 0.2% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #89 holding.
  • Keystone Financial Group (Kentucky) first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2018 and has held it in 31 quarters since.
  • Keystone Financial Group (Kentucky)'s State Street Energy Select Sector SPDR ETF position peaked at $5.44M in Q1 2024.
  • 2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.