Keystone Global Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Keystone Global Partners’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$7.06M	Buy	114,867 +45,212	+65%	+$2.74M	2.54%	11
2026 Q2	$3.7M	Buy	69,655 +1,789	+3%	+$102K	1.4%	20
2026 Q1	$4.16M	Buy	67,866 +12,461	+22%	+$668K	1.85%	17
2025 Q4	$2.48M	Buy	55,405 +9,449	+21%	+$421K	1.09%	24
2025 Q3	$2.05M	Buy	45,956 +32,884	+252%	+$1.44M	1.05%	25
2025 Q2	$554K	Sell	13,072 -22,608	-63%	-$942K	0.3%	40
2025 Q1	$1.67M	Buy	+35,680	New	+$1.61M	1.17%	24

Other funds holding XLE

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Keystone Global Partners's XLE Position: Q3 2026 in Review

Keystone Global Partners increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 65% in Q3 2026, buying an estimated $2.74M and bringing the position to 114,867 shares worth $7.06M. The position accounts for 2.54% of the portfolio, ranked #11.

Keystone Global Partners first reported a position in XLE in Q1 2025 and has held it in 7 quarters since. 471 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Keystone Global Partners held 114,867 shares of State Street Energy Select Sector SPDR ETF worth $7.06M as of Q3 2026.
Keystone Global Partners bought 45,212 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $2.74M.
State Street Energy Select Sector SPDR ETF made up 2.54% of Keystone Global Partners's portfolio in Q3 2026, its #11 holding.
Keystone Global Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2025 and has held it in 7 quarters since.
471 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Keystone Global Partners's 13F filing for Q3 2026, filed 13 Oct 2026.