Keystone Wealth Services’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Keystone Wealth Services’s Portfolio XLP Stock Details XLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-9,113	Closed	-$966K	–	328
2025 Q4	$966K	Buy	9,113 +6,197	+213%	+$484K	0.2%	93
2025 Q3	$229K	Hold	2,916	–	–	0.05%	273
2025 Q2	$236K	Hold	2,916	–	–	0.06%	249
2025 Q1	$238K	Hold	2,916	–	–	0.06%	236
2024 Q4	$229K	Hold	2,916	–	–	0.06%	229
2024 Q3	$242K	Hold	2,916	–	–	0.07%	223
2024 Q2	$223K	Buy	2,916 +53	+2%	+$4.04K	0.07%	215
2024 Q1	$219K	Hold	2,863	–	–	0.07%	204
2023 Q4	$206K	Buy	+2,863	New	+$198K	0.07%	207
2023 Q3	–	Sell	-2,863	Closed	-$212K	–	219
2023 Q2	$212K	Hold	2,863	–	–	0.08%	190
2023 Q1	$214K	Sell	2,863 -19	-0.7%	-$1.39K	0.09%	182
2022 Q4	$215K	Buy	+2,882	New	+$210K	0.09%	175
2022 Q3	–	Sell	-2,934	Closed	-$212K	–	177
2022 Q2	$212K	Sell	2,934 -27	-0.9%	-$2.03K	0.09%	159
2022 Q1	$225K	Sell	2,961 -17	-0.6%	-$1.28K	0.09%	162
2021 Q4	$230K	Buy	+2,978	New	+$216K	0.09%	159

Other funds holding XLP

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Keystone Wealth Services's XLP Position: Q1 2026 in Review

Keystone Wealth Services sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2026, closing a stake of 9,113 shares — an estimated $966K sold.

Keystone Wealth Services first reported a position in XLP in Q4 2021 and held it in 15 quarters. The position peaked at $966K in Q4 2025. 1,254 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

Keystone Wealth Services reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Keystone Wealth Services sold 9,113 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $966K.
Keystone Wealth Services first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2021 and held it in 15 quarters.
Keystone Wealth Services's State Street Consumer Staples Select Sector SPDR ETF position peaked at $966K in Q4 2025.
1,254 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Keystone Wealth Services's 13F filing for Q1 2026, filed 13 May 2026.