Keystone Wealth Services’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$276K	Sell	6,084 -956	-14%	-$43.3K	0.05%	263
2026 Q1	$323K	Buy	+7,040	New	+$316K	0.07%	237
2025 Q4	–	Sell	-9,190	Closed	-$401K	–	317
2025 Q3	$401K	Sell	9,190 -16,536	-64%	-$699K	0.09%	210
2025 Q2	$1.05M	Buy	25,726 +13,910	+118%	+$554K	0.25%	96
2025 Q1	$466K	Sell	11,816 -3,352	-22%	-$131K	0.13%	156
2024 Q4	$574K	Buy	15,168 +3,126	+26%	+$124K	0.15%	134
2024 Q3	$486K	Buy	+12,042	New	+$447K	0.13%	148

Other funds holding XLU

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

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

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

Keystone Wealth Services reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 14% in Q2 2026, selling an estimated $43.3K and leaving 6,084 shares worth $276K. The position accounts for 0.05% of the portfolio, ranked #263.

Keystone Wealth Services first reported a position in XLU in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.05M in Q2 2025. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Keystone Wealth Services held 6,084 shares of State Street Utilities Select Sector SPDR ETF worth $276K as of Q2 2026.
Keystone Wealth Services sold 956 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $43.3K.
State Street Utilities Select Sector SPDR ETF made up 0.05% of Keystone Wealth Services's portfolio in Q2 2026, its #263 holding.
Keystone Wealth Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2024 and has held it in 7 quarters since.
Keystone Wealth Services's State Street Utilities Select Sector SPDR ETF position peaked at $1.05M in Q2 2025.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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