KGP
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Keystone Global Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Keystone Global Partners’s Portfolio XLF Stock Details XLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.7M Buy
386,366
+24,791
+7% +$1.29M 7.83% 2
2026
Q1 		$17.9M Buy
361,575
+32,772
+10% +$1.71M 7.92% 1
2025
Q4 		$18M Buy
328,803
+61,090
+23% +$3.26M 7.92% 3
2025
Q3 		$14.4M Buy
267,713
+28,528
+12% +$1.51M 7.35% 3
2025
Q2 		$12.5M Buy
239,185
+86,739
+57% +$4.29M 6.82% 4
2025
Q1 		$7.59M Buy
+152,446
New +$7.65M 5.32% 4

Other funds holding XLF

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

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

Keystone Global Partners increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 6.9% in Q2 2026, buying an estimated $1.29M and bringing the position to 386,366 shares worth $20.7M. The position accounts for 7.83% of the portfolio, ranked #2.

Keystone Global Partners first reported a position in XLF in Q1 2025 and has held it in 6 quarters since. 409 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Keystone Global Partners held 386,366 shares of State Street Financial Select Sector SPDR ETF worth $20.7M as of Q2 2026.
  • Keystone Global Partners bought 24,791 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.29M.
  • State Street Financial Select Sector SPDR ETF made up 7.83% of Keystone Global Partners's portfolio in Q2 2026, its #2 holding.
  • Keystone Global Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
  • 409 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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