Energy Select Sector SPDR shares owned by Keystone Financial Group
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Keystone Financial Group
from 13F filings
Historical chart of Keystone Financial Group investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Keystone Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 24k | 84.81 |
| 2025-06-30 | $2.0M | 24k | 84.81 |
| 2025-03-31 | $2.3M | 25k | 93.21 |
| 2024-12-31 | $2.7M | 32k | 85.66 |
| 2024-09-30 | $2.7M | 22k | 127.25 |
| 2024-03-31 | $5.4M | 58k | 94.41 |
| 2023-12-31 | $4.8M | 57k | 83.84 |
| 2023-09-30 | $2.7M | 30k | 90.39 |
| 2023-06-30 | $2.5M | 31k | 81.17 |
| 2022-12-31 | $2.6M | 29k | 87.47 |
| 2022-09-30 | $1.9M | 27k | 72.01 |
| 2022-06-30 | $2.0M | 29k | 71.53 |
| 2022-03-31 | $2.2M | 28k | 76.45 |
| 2021-12-31 | $1.4M | 25k | 55.48 |
| 2021-09-30 | $1.3M | 25k | 52.10 |
| 2021-06-30 | $1.3M | 24k | 53.88 |
| 2021-03-31 | $1.2M | 24k | 49.08 |
| 2020-12-31 | $816k | 22k | 37.91 |
| 2020-09-30 | $894k | 30k | 29.96 |
| 2020-06-30 | $1.0M | 27k | 37.84 |
| 2020-03-31 | $526k | 18k | 29.06 |
| 2019-12-31 | $932k | 16k | 60.07 |
| 2019-09-30 | $1.2M | 20k | 59.18 |
| 2019-06-30 | $1.2M | 20k | 63.70 |
| 2019-03-31 | $1.3M | 20k | 66.10 |
| 2018-12-31 | $1.1M | 19k | 57.33 |
| 2018-09-30 | $1.3M | 17k | 76.79 |
| 2018-06-30 | $247k | 3.3k | 74.96 |
| 2018-03-31 | $203k | 3.1k | 66.21 |