KGP
XLE icon

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
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

JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Keystone Global Partners's XLE Position: Q2 2026 in Review

Keystone Global Partners increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.6% in Q2 2026, buying an estimated $102K and bringing the position to 69,655 shares worth $3.7M. The position accounts for 1.4% of the portfolio, ranked #20.

Keystone Global Partners first reported a position in XLE in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.16M in Q1 2026. 439 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Keystone Global Partners held 69,655 shares of State Street Energy Select Sector SPDR ETF worth $3.7M as of Q2 2026.
  • Keystone Global Partners bought 1,789 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $102K.
  • State Street Energy Select Sector SPDR ETF made up 1.4% of Keystone Global Partners's portfolio in Q2 2026, its #20 holding.
  • Keystone Global Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
  • Keystone Global Partners's State Street Energy Select Sector SPDR ETF position peaked at $4.16M in Q1 2026.
  • 439 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Keystone Global Partners's 13F filing for Q2 2026, filed 16 Jul 2026.