Keystone Wealth Services’s State Street Utilities Select Sector SPDR Premium Income ETF XLUI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-9,502	Closed	-$406K	–	332
2025 Q4	$406K	Buy	+9,502	New	+$238K	0.09%	171

Other funds holding XLUI

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

MWM

Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return

WealthShield Partners Cary, North Carolina $654M AUM 26.48% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

POIA

Pin Oak Investment Advisors Houston, Texas $141M AUM 31.2% 1-Year Est. Return

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

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

Keystone Wealth Services sold out of State Street Utilities Select Sector SPDR Premium Income ETF (XLUI) in Q1 2026, closing a stake of 9,502 shares — an estimated $406K sold.

Keystone Wealth Services first reported a position in XLUI in Q4 2025 and held it in 1 quarter. The position peaked at $406K in Q4 2025. 6 funds tracked by Wall St. Rank hold XLUI as of Q1 2026.

Keystone Wealth Services reported no remaining State Street Utilities Select Sector SPDR Premium Income ETF position as of Q1 2026 after selling out during the quarter.
Keystone Wealth Services sold 9,502 State Street Utilities Select Sector SPDR Premium Income ETF shares in Q1 2026, an estimated $406K.
Keystone Wealth Services first reported a position in State Street Utilities Select Sector SPDR Premium Income ETF in Q4 2025 and held it in 1 quarter.
Keystone Wealth Services's State Street Utilities Select Sector SPDR Premium Income ETF position peaked at $406K in Q4 2025.
6 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR Premium Income ETF as of Q1 2026.

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