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

Keystone Financial Group (Kentucky)’s Portfolio XLP Stock Details XLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$768K Sell
9,363
-687
-7% -$57.9K 0.05% 235
2025
Q4 		$781K Sell
10,050
-91
-0.9% -$7.1K 0.06% 201
2025
Q3 		$795K Sell
10,141
-68
-0.7% -$5.49K 0.06% 184
2025
Q2 		$827K Sell
10,209
-456
-4% -$37K 0.07% 173
2025
Q1 		$871K Buy
10,665
+105
+1% +$8.38K 0.09% 162
2024
Q4 		$830K Buy
10,560
+617
+6% +$50.1K 0.08% 161
2024
Q3 		$825K Buy
+9,943
New +$798K 0.11% 141
2024
Q2 		– Sell
-9,876
Closed -$754K – 351
2024
Q1 		$754K Sell
9,876
-979
-9% -$72.4K 0.11% 133
2023
Q4 		$782K Sell
10,855
-683
-6% -$47.3K 0.14% 118
2023
Q3 		$794K Sell
11,538
-708
-6% -$51.8K 0.13% 113
2023
Q2 		$908K Buy
+12,246
New +$919K 0.15% 106
2022
Q4 		$998K Buy
13,382
+964
+8% +$70.2K 0.2% 92
2022
Q3 		$829K Sell
12,418
-164
-1% -$12K 0.17% 101
2022
Q2 		$908K Sell
12,582
-532
-4% -$39.9K 0.18% 99
2022
Q1 		$995K Buy
13,114
+1,323
+11% +$99.7K 0.17% 104
2021
Q4 		$909K Buy
11,791
+701
+6% +$50.8K 0.15% 113
2021
Q3 		$763K Buy
11,090
+55
+0.5% +$3.92K 0.14% 126
2021
Q2 		$772K Buy
11,035
+483
+5% +$33.8K 0.14% 129
2021
Q1 		$721K Sell
10,552
-230
-2% -$15.1K 0.14% 125
2020
Q4 		$727K Sell
10,782
-763
-7% -$50.4K 0.15% 121
2020
Q3 		$740K Buy
11,545
+1,391
+14% +$87.8K 0.18% 112
2020
Q2 		$595K Buy
10,154
+1,392
+16% +$81.2K 0.16% 118
2020
Q1 		$477K Sell
8,762
-327
-4% -$19.8K 0.16% 114
2019
Q4 		$572K Buy
9,089
+450
+5% +$27.7K 0.15% 116
2019
Q3 		$531K Buy
8,639
+8
+0.1% +$481 0.16% 116
2019
Q2 		$501K Buy
8,631
+435
+5% +$24.9K 0.16% 121
2019
Q1 		$460K Buy
8,196
+799
+11% +$42.7K 0.16% 123
2018
Q4 		$376K Buy
7,397
+1,614
+28% +$87.6K 0.17% 117
2018
Q3 		$312K Buy
5,783
+206
+4% +$11.1K 0.13% 140
2018
Q2 		$286K Buy
5,577
+389
+7% +$19.8K 0.16% 125
2018
Q1 		$266K Buy
5,188
+346
+7% +$19.1K 0.15% 121
2017
Q4 		$276K Buy
+4,842
New +$266K 0.17% 96

Other funds holding XLP

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Keystone Financial Group (Kentucky) reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 6.8% in Q1 2026, selling an estimated $57.9K and leaving 9,363 shares worth $768K. The position accounts for 0.05% of the portfolio, ranked #235.

Keystone Financial Group (Kentucky) first reported a position in XLP in Q4 2017 and has held it in 32 quarters since. The position peaked at $998K in Q4 2022. 1,247 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

  • Keystone Financial Group (Kentucky) held 9,363 shares of State Street Consumer Staples Select Sector SPDR ETF worth $768K as of Q1 2026.
  • Keystone Financial Group (Kentucky) sold 687 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $57.9K.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.05% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #235 holding.
  • Keystone Financial Group (Kentucky) first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2017 and has held it in 32 quarters since.
  • Keystone Financial Group (Kentucky)'s State Street Consumer Staples Select Sector SPDR ETF position peaked at $998K in Q4 2022.
  • 1,247 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

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