Keystone Wealth Services’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Keystone Wealth Services’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	$213K	Sell	3,976 -1,314	-25%	-$68.3K	0.04%	307
2026 Q1	$261K	Sell	5,290 -4,624	-47%	-$241K	0.06%	258
2025 Q4	$543K	Buy	9,914 +3,124	+46%	+$166K	0.11%	141
2025 Q3	$366K	Sell	6,790 -12,594	-65%	-$667K	0.08%	222
2025 Q2	$1.02M	Buy	19,384 +10,041	+107%	+$497K	0.24%	98
2025 Q1	$465K	Buy	+9,343	New	+$469K	0.13%	157

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Keystone Wealth Services's XLF Position: Q2 2026 in Review

Keystone Wealth Services reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 25% in Q2 2026, selling an estimated $68.3K and leaving 3,976 shares worth $213K. The position accounts for 0.04% of the portfolio, ranked #307.

Keystone Wealth Services first reported a position in XLF in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.02M in Q2 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Keystone Wealth Services held 3,976 shares of State Street Financial Select Sector SPDR ETF worth $213K as of Q2 2026.
Keystone Wealth Services sold 1,314 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $68.3K.
State Street Financial Select Sector SPDR ETF made up 0.04% of Keystone Wealth Services's portfolio in Q2 2026, its #307 holding.
Keystone Wealth Services first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
Keystone Wealth Services's State Street Financial Select Sector SPDR ETF position peaked at $1.02M in Q2 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.