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

Keystone Financial Group (Kentucky)’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
Q1 		$5.38M Buy
108,175
+4,040
+4% +$211K 0.37% 56
2025
Q4 		$5.7M Buy
104,135
+19,547
+23% +$1.04M 0.42% 48
2025
Q3 		$4.55M Buy
84,588
+16,452
+24% +$872K 0.35% 58
2025
Q2 		$3.57M Buy
68,136
+4,699
+7% +$233K 0.32% 66
2025
Q1 		$3.16M Buy
63,437
+9,505
+18% +$477K 0.32% 68
2024
Q4 		$2.61M Sell
53,932
-40
-0.1% -$1.93K 0.26% 80
2024
Q3 		$2.45M Buy
+53,972
New +$2.36M 0.31% 62
2024
Q2 		– Sell
-53,796
Closed -$2.27M – 347
2024
Q1 		$2.27M Buy
53,796
+1,211
+2% +$47.8K 0.33% 62
2023
Q4 		$1.98M Sell
52,585
-3,763
-7% -$130K 0.34% 61
2023
Q3 		$1.87M Sell
56,348
-101
-0.2% -$3.48K 0.31% 65
2023
Q2 		$1.9M Buy
+56,449
New +$1.84M 0.32% 62
2022
Q4 		$2.02M Buy
59,167
+9
+0% +$304 0.4% 60
2022
Q3 		$1.8M Sell
59,158
-12,236
-17% -$404K 0.36% 66
2022
Q2 		$2.25M Sell
71,394
-735
-1% -$25.4K 0.44% 48
2022
Q1 		$2.76M Buy
72,129
+5,964
+9% +$233K 0.47% 43
2021
Q4 		$2.58M Buy
66,165
+1,479
+2% +$58.1K 0.42% 51
2021
Q3 		$2.43M Buy
64,686
+1,446
+2% +$54.1K 0.44% 54
2021
Q2 		$2.32M Buy
63,240
+2,275
+4% +$83.2K 0.42% 58
2021
Q1 		$2.08M Buy
60,965
+6,541
+12% +$210K 0.4% 59
2020
Q4 		$1.6M Buy
54,424
+305
+0.6% +$8.16K 0.33% 71
2020
Q3 		$1.3M Buy
54,119
+279
+0.5% +$6.79K 0.32% 71
2020
Q2 		$1.25M Sell
53,840
-4,526
-8% -$103K 0.34% 70
2020
Q1 		$1.22M Sell
58,366
-3,093
-5% -$85.2K 0.4% 58
2019
Q4 		$1.89M Buy
61,459
+6,594
+12% +$194K 0.51% 50
2019
Q3 		$1.54M Buy
54,865
+5
+0% +$138 0.47% 51
2019
Q2 		$1.51M Sell
54,860
-2,423
-4% -$65.6K 0.49% 52
2019
Q1 		$1.47M Buy
57,283
+2,617
+5% +$67.5K 0.52% 52
2018
Q4 		$1.3M Buy
54,666
+15,633
+40% +$406K 0.59% 48
2018
Q3 		$1.08M Buy
+39,033
New +$1.09M 0.44% 68
2018
Q2 		– Sell
-9,729
Closed -$262K – 182
2018
Q1 		$262K Buy
9,729
+437
+5% +$12.6K 0.15% 123
2017
Q4 		$264K Buy
+9,292
New +$250K 0.16% 99

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Keystone Financial Group (Kentucky) increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 3.9% in Q1 2026, buying an estimated $211K and bringing the position to 108,175 shares worth $5.38M. The position accounts for 0.37% of the portfolio, ranked #56.

Keystone Financial Group (Kentucky) first reported a position in XLF in Q4 2017 and has held it in 31 quarters since. The position peaked at $5.7M in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • Keystone Financial Group (Kentucky) held 108,175 shares of State Street Financial Select Sector SPDR ETF worth $5.38M as of Q1 2026.
  • Keystone Financial Group (Kentucky) bought 4,040 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $211K.
  • State Street Financial Select Sector SPDR ETF made up 0.37% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #56 holding.
  • Keystone Financial Group (Kentucky) first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2017 and has held it in 31 quarters since.
  • Keystone Financial Group (Kentucky)'s State Street Financial Select Sector SPDR ETF position peaked at $5.7M in Q4 2025.
  • 1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

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