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

Keystone Financial Group (Kentucky)’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.36M Buy
51,403
+3,729
+8% +$167K 0.16% 113
2025
Q4 		$2.04M Buy
47,674
+3,076
+7% +$136K 0.15% 104
2025
Q3 		$1.94M Sell
44,598
-296
-0.7% -$12.5K 0.15% 104
2025
Q2 		$1.83M Buy
44,894
+18,948
+73% +$755K 0.17% 102
2025
Q1 		$1.02M Sell
25,946
-6,146
-19% -$240K 0.1% 141
2024
Q4 		$1.21M Buy
32,092
+1,616
+5% +$64.1K 0.12% 118
2024
Q3 		$1.23M Buy
+30,476
New +$1.13M 0.16% 99
2024
Q2 		– Sell
-27,848
Closed -$914K – 352
2024
Q1 		$914K Buy
27,848
+2,824
+11% +$88.2K 0.13% 116
2023
Q4 		$792K Buy
25,024
+6,316
+34% +$193K 0.14% 115
2023
Q3 		$551K Buy
18,708
+3,810
+26% +$123K 0.09% 142
2023
Q2 		$487K Buy
+14,898
New +$502K 0.08% 158
2022
Q4 		$523K Buy
14,850
+2,110
+17% +$71.7K 0.1% 144
2022
Q3 		$417K Sell
12,740
-78
-0.6% -$2.86K 0.08% 161
2022
Q2 		$449K Buy
12,818
+98
+0.8% +$3.55K 0.09% 162
2022
Q1 		$474K Sell
12,720
-4
-0% -$139 0.08% 162
2021
Q4 		$455K Buy
12,724
+1,928
+18% +$65K 0.07% 174
2021
Q3 		$345K Buy
10,796
+1,574
+17% +$52.6K 0.06% 204
2021
Q2 		$292K Buy
9,222
+1,024
+12% +$33.5K 0.05% 230
2021
Q1 		$262K Buy
8,198
+1,024
+14% +$31.8K 0.05% 239
2020
Q4 		$225K Buy
+7,174
New +$227K 0.05% 244
2020
Q1 		– Sell
-9,488
Closed -$307K – 253
2019
Q4 		$307K Sell
9,488
-40
-0.4% -$1.27K 0.08% 175
2019
Q3 		$308K Hold
9,528
– – 0.09% 173
2019
Q2 		$284K Buy
9,528
+210
+2% +$6.17K 0.09% 170
2019
Q1 		$271K Buy
9,318
+978
+12% +$27.2K 0.1% 172
2018
Q4 		$221K Buy
+8,340
New +$227K 0.1% 163

Other funds holding XLU

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Keystone Financial Group (Kentucky) increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 7.8% in Q1 2026, buying an estimated $167K and bringing the position to 51,403 shares worth $2.36M. The position accounts for 0.16% of the portfolio, ranked #113.

Keystone Financial Group (Kentucky) first reported a position in XLU in Q4 2018 and has held it in 25 quarters since. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • Keystone Financial Group (Kentucky) held 51,403 shares of State Street Utilities Select Sector SPDR ETF worth $2.36M as of Q1 2026.
  • Keystone Financial Group (Kentucky) bought 3,729 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $167K.
  • State Street Utilities Select Sector SPDR ETF made up 0.16% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #113 holding.
  • Keystone Financial Group (Kentucky) first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2018 and has held it in 25 quarters since.
  • 1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

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