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 Q2	$1.38M	Sell	30,426 -20,977	-41%	-$950K	0.08%	178
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

Keystone Financial Group (Kentucky) reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 41% in Q2 2026, selling an estimated $950K and leaving 30,426 shares worth $1.38M. The position accounts for 0.08% of the portfolio, ranked #178.

Keystone Financial Group (Kentucky) first reported a position in XLU in Q4 2018 and has held it in 26 quarters since. The position peaked at $2.36M in Q1 2026. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Keystone Financial Group (Kentucky) held 30,426 shares of State Street Utilities Select Sector SPDR ETF worth $1.38M as of Q2 2026.
Keystone Financial Group (Kentucky) sold 20,977 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $950K.
State Street Utilities Select Sector SPDR ETF made up 0.08% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #178 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 26 quarters since.
Keystone Financial Group (Kentucky)'s State Street Utilities Select Sector SPDR ETF position peaked at $2.36M in Q1 2026.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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