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

Keystone Financial Group (Kentucky)’s Portfolio XLI Stock Details XLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$501K Sell
2,707
-204
-7% -$35.5K 0.03% 326
2026
Q1 		$471K Sell
2,911
-5,769
-66% -$968K 0.03% 308
2025
Q4 		$1.35M Buy
8,680
+2,818
+48% +$434K 0.1% 141
2025
Q3 		$904K Buy
5,862
+325
+6% +$49.2K 0.07% 177
2025
Q2 		$817K Sell
5,537
-3,015
-35% -$411K 0.07% 177
2025
Q1 		$1.12M Sell
8,552
-3,290
-28% -$445K 0.11% 133
2024
Q4 		$1.56M Buy
11,842
+7,234
+157% +$997K 0.15% 103
2024
Q3 		$624K Buy
+4,608
New +$586K 0.08% 165
2024
Q2 		– Sell
-1,917
Closed -$242K – 349
2024
Q1 		$242K Buy
1,917
+81
+4% +$9.53K 0.04% 293
2023
Q4 		$209K Sell
1,836
-498
-21% -$52.3K 0.04% 279
2023
Q3 		$237K Buy
2,334
+267
+13% +$28.6K 0.04% 251
2023
Q2 		$222K Buy
+2,067
New +$208K 0.04% 267
2022
Q4 		$203K Buy
+2,069
New +$197K 0.04% 262
2022
Q3 		– Sell
-2,763
Closed -$241K – 304
2022
Q2 		$241K Buy
2,763
+142
+5% +$13.4K 0.05% 246
2022
Q1 		$270K Buy
2,621
+13
+0.5% +$1.32K 0.05% 243
2021
Q4 		$276K Sell
2,608
-52
-2% -$5.4K 0.05% 252
2021
Q3 		$260K Buy
2,660
+57
+2% +$5.86K 0.05% 251
2021
Q2 		$267K Buy
+2,603
New +$267K 0.05% 246
2020
Q1 		– Sell
-2,982
Closed -$243K – 251
2019
Q4 		$243K Sell
2,982
-170
-5% -$13.6K 0.07% 209
2019
Q3 		$245K Buy
3,152
+2
+0.1% +$153 0.08% 198
2019
Q2 		$244K Buy
3,150
+16
+0.5% +$1.22K 0.08% 193
2019
Q1 		$235K Buy
+3,134
New +$227K 0.08% 187

Other funds holding XLI

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Keystone Financial Group (Kentucky) reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 7% in Q2 2026, selling an estimated $35.5K and leaving 2,707 shares worth $501K. The position accounts for 0.03% of the portfolio, ranked #326.

Keystone Financial Group (Kentucky) first reported a position in XLI in Q1 2019 and has held it in 22 quarters since. The position peaked at $1.56M in Q4 2024. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 2,707 shares of State Street Industrial Select Sector SPDR ETF worth $501K as of Q2 2026.
  • Keystone Financial Group (Kentucky) sold 204 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $35.5K.
  • State Street Industrial Select Sector SPDR ETF made up 0.03% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #326 holding.
  • Keystone Financial Group (Kentucky) first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2019 and has held it in 22 quarters since.
  • Keystone Financial Group (Kentucky)'s State Street Industrial Select Sector SPDR ETF position peaked at $1.56M in Q4 2024.
  • 1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

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