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Financial Select Sector SPDR shares owned by Keystone Wealth Services

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Keystone Wealth Services from 13F filings

Historical chart of Keystone Wealth Services investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Financial Select Sector SPDR held by Keystone Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Financial Select Sector SPDR by Keystone Wealth Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $543k 9.9k 54.77
2025-09-30 $366k 6.8k 53.87
2025-06-30 $1.0M 19k 52.37
2025-03-31 $465k 9.3k 49.81

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First Tr Exchange-traded A Com Shs (FAD)

View all positions for Keystone Wealth Services

Top funds holding Financial Select Sector SPDR

Jpmorgan Chase & Co
Wells Fargo & Company
Susquehanna International
Millennium Management
Jane Street
Parallax Volatility Advisers
Goldman Sachs Group
UBS Group
Envestnet Asset Management
Balyasny Asset Management
LPL Financial
Royal Bank of Canada
Citadel Advisors
Raymond James Financial
Capstone Investment Advisors

View all funds holding Financial Select Sector SPDR