Keystone Wealth Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Keystone Wealth Services's XLE Position: Q2 2026 in Review
Keystone Wealth Services reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 68% in Q2 2026, selling an estimated $541K and leaving 4,453 shares worth $236K. The position accounts for 0.04% of the portfolio, ranked #288.
Keystone Wealth Services first reported a position in XLE in Q3 2024 and has held it in 6 quarters since. The position peaked at $853K in Q1 2026. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Keystone Wealth Services held 4,453 shares of State Street Energy Select Sector SPDR ETF worth $236K as of Q2 2026.
- Keystone Wealth Services sold 9,468 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $541K.
- State Street Energy Select Sector SPDR ETF made up 0.04% of Keystone Wealth Services's portfolio in Q2 2026, its #288 holding.
- Keystone Wealth Services first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2024 and has held it in 6 quarters since.
- Keystone Wealth Services's State Street Energy Select Sector SPDR ETF position peaked at $853K in Q1 2026.
- 2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.