Keystone Financial Services (Colorado)’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Keystone Financial Services (Colorado)’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$524K	Hold	3,943	–	–	0.15%	65
2025 Q4	$568K	Sell	3,943 -47	-1%	-$6.79K	0.17%	66
2025 Q3	$562K	Sell	3,990 -80	-2%	-$10.6K	0.17%	65
2025 Q2	$515K	Hold	4,070	–	–	0.18%	66
2025 Q1	$420K	Hold	4,070	–	–	0.16%	65
2024 Q4	$473K	Hold	4,070	–	–	0.18%	58
2024 Q3	$459K	Buy	4,070 +80	+2%	+$8.78K	0.18%	56
2024 Q2	$451K	Hold	3,990	–	–	0.19%	54
2024 Q1	$415K	Hold	3,990	–	–	0.18%	59
2023 Q4	$384K	Sell	3,990 -212	-5%	-$18.9K	0.18%	55
2023 Q3	$344K	Sell	4,202 -26	-0.6%	-$2.23K	0.18%	54
2023 Q2	$368K	Buy	4,228 +26	+0.6%	+$2.05K	0.19%	53
2023 Q1	$317K	Hold	4,202	–	–	0.17%	56
2022 Q4	$286K	Hold	4,202	–	–	0.15%	63
2022 Q3	$261K	Hold	4,202	–	–	0.15%	66
2022 Q2	$300K	Sell	4,202 -352	-8%	-$24.5K	0.16%	65
2022 Q1	$308K	Sell	4,554 -1,598	-26%	-$125K	0.18%	59
2021 Q4	$535K	Buy	+6,152	New	+$507K	0.27%	41

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Keystone Financial Services (Colorado)'s XLK Position: Q1 2026 in Review

Keystone Financial Services (Colorado) held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q1 2026 at 3,943 shares worth $524K. The position accounts for 0.15% of the portfolio, ranked #65.

Keystone Financial Services (Colorado) first reported a position in XLK in Q4 2021 and has held it in 18 quarters since. The position peaked at $568K in Q4 2025. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Keystone Financial Services (Colorado) held 3,943 shares of State Street Technology Select Sector SPDR ETF worth $524K as of Q1 2026.
Keystone Financial Services (Colorado) left its State Street Technology Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Technology Select Sector SPDR ETF made up 0.15% of Keystone Financial Services (Colorado)'s portfolio in Q1 2026, its #65 holding.
Keystone Financial Services (Colorado) first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
Keystone Financial Services (Colorado)'s State Street Technology Select Sector SPDR ETF position peaked at $568K in Q4 2025.
2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q1 2026, filed 6 May 2026.