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 Q2	$3.39M	Buy	63,859 +15,009	+31%	+$858K	0.2%	94
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 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

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s XLE Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 31% in Q2 2026, buying an estimated $858K and bringing the position to 63,859 shares worth $3.39M. The position accounts for 0.2% of the portfolio, ranked #94.

Keystone Financial Group (Kentucky) first reported a position in XLE in Q1 2018 and has held it in 32 quarters since. The position peaked at $5.44M in Q1 2024. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Keystone Financial Group (Kentucky) held 63,859 shares of State Street Energy Select Sector SPDR ETF worth $3.39M as of Q2 2026.
Keystone Financial Group (Kentucky) bought 15,009 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $858K.
State Street Energy Select Sector SPDR ETF made up 0.2% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #94 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 32 quarters since.
Keystone Financial Group (Kentucky)'s State Street Energy Select Sector SPDR ETF position peaked at $5.44M in Q1 2024.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.