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

Keystone Financial Group (Kentucky)’s Portfolio XLY Stock Details XLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$312K	Buy	2,659 +2	+0.1%	+$233	0.02%	433
2026 Q1	$290K	Sell	2,657 -660	-20%	-$77.1K	0.02%	404
2025 Q4	$396K	Buy	3,317 +101	+3%	+$12K	0.03%	296
2025 Q3	$385K	Buy	3,216 +50	+2%	+$5.72K	0.03%	277
2025 Q2	$344K	Sell	3,166 -28	-0.9%	-$2.86K	0.03%	291
2025 Q1	$315K	Sell	3,194 -164	-5%	-$17.8K	0.03%	282
2024 Q4	$377K	Sell	3,358 -58	-2%	-$6.2K	0.04%	255
2024 Q3	$342K	Buy	+3,416	New	+$319K	0.04%	260
2024 Q2	–	Sell	-3,410	Closed	-$314K	–	354
2024 Q1	$314K	Buy	+3,410	New	+$304K	0.05%	252
2022 Q2	–	Sell	-2,192	Closed	-$203K	–	304
2022 Q1	$203K	Sell	2,192 -3,078	-58%	-$282K	0.03%	280
2021 Q4	$539K	Sell	5,270 -144	-3%	-$14.3K	0.09%	156
2021 Q3	$486K	Sell	5,414 -58	-1%	-$5.27K	0.09%	162
2021 Q2	$489K	Sell	5,472 -1,276	-19%	-$111K	0.09%	161
2021 Q1	$567K	Buy	6,748 +404	+6%	+$33.6K	0.11%	145
2020 Q4	$510K	Buy	6,344 +148	+2%	+$11.4K	0.11%	139
2020 Q3	$455K	Buy	6,196 +444	+8%	+$31.4K	0.11%	139
2020 Q2	$367K	Buy	5,752 +68	+1%	+$4.01K	0.1%	153
2020 Q1	$279K	Sell	5,684 -1,524	-21%	-$90K	0.09%	156
2019 Q4	$452K	Buy	7,208 +3,286	+84%	+$200K	0.12%	135
2019 Q3	$237K	Buy	3,922 +2	+0.1%	+$121	0.07%	204
2019 Q2	$234K	Sell	3,920 -120	-3%	-$7.02K	0.08%	198
2019 Q1	$230K	Buy	+4,040	New	+$219K	0.08%	190

Other funds holding XLY

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

Keystone Financial Group (Kentucky) increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.08% in Q2 2026, buying an estimated $233 and bringing the position to 2,659 shares worth $312K. The position accounts for 0.02% of the portfolio, ranked #433.

Keystone Financial Group (Kentucky) first reported a position in XLY in Q1 2019 and has held it in 22 quarters since. The position peaked at $567K in Q1 2021. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Keystone Financial Group (Kentucky) held 2,659 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $312K as of Q2 2026.
Keystone Financial Group (Kentucky) bought 2 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $233.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.02% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #433 holding.
Keystone Financial Group (Kentucky) first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2019 and has held it in 22 quarters since.
Keystone Financial Group (Kentucky)'s State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $567K in Q1 2021.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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