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 Q3	$18.4M	Sell	344,726 -41,640	-11%	-$2.36M	6.61%	4
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

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return

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

Keystone Global Partners reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 11% in Q3 2026, selling an estimated $2.36M and leaving 344,726 shares worth $18.4M. The position accounts for 6.61% of the portfolio, ranked #4.

Keystone Global Partners first reported a position in XLF in Q1 2025 and has held it in 7 quarters since. The position peaked at $20.7M in Q2 2026. 502 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

Keystone Global Partners held 344,726 shares of State Street Financial Select Sector SPDR ETF worth $18.4M as of Q3 2026.
Keystone Global Partners sold 41,640 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $2.36M.
State Street Financial Select Sector SPDR ETF made up 6.61% of Keystone Global Partners's portfolio in Q3 2026, its #4 holding.
Keystone Global Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2025 and has held it in 7 quarters since.
Keystone Global Partners's State Street Financial Select Sector SPDR ETF position peaked at $20.7M in Q2 2026.
502 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

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