Keystone Financial Group Energy Sector Spdr Transaction History

Keystone Financial Group

$1.07 Billion
Q2 2025

A detailed history of Keystone Financial Group transactions in Energy Sector Spdr stock. As of the latest transaction made, Keystone Financial Group holds 23,729 shares of XLE stock, worth $2.02 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

23,729

Previous 25,068 5.34%

Holding current value

$2.02 Million

Previous $2.34 Million 14.09%

% of portfolio

0.19%

Previous 0.25%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$76.44 - $94.13 $102,353 - $126,040	-1,339 Reduced 5.34%	23,729 $2.01 Million
Q1 2025 May 13, 2025	SELL	$85.7 - $93.96 $548,394 - $601,250	-6,399 Reduced 20.34%	25,068 $2.34 Million
Q4 2024 Feb 13, 2025	BUY	$83.32 - $97.27 $2.62 Million - $3.06 Million	31,467 New	31,467 $2.7 Million
Q3 2024 Feb 19, 2025	SELL	$84.35 - $93.39 $7,928 - $8,778	-94 Reduced 0.3%	31,373 $2.75 Million
Q3 2024 Feb 18, 2025	SELL	$84.35 - $93.39 $833,293 - $922,599	-9,879 Reduced 31.39%	21,588 $1.9 Million
Q1 2024 May 08, 2024	BUY	$79.91 - $94.41 $60,651 - $71,657	759 Added 1.33%	57,657 $5.44 Million
Q4 2023 Feb 09, 2024	BUY	$81.2 - $91.96 $2.15 Million - $2.44 Million	26,512 Added 87.25%	56,898 $4.77 Million
Q3 2023 Nov 06, 2023	SELL	$79.09 - $93.36 $57,340 - $67,686	-725 Reduced 2.33%	30,386 $2.75 Million
Q2 2023 Aug 07, 2023	BUY	$76.59 - $87.23 $140,849 - $160,415	1,839 Added 6.28%	31,111 $2.53 Million
Q4 2022 Feb 07, 2023	BUY	$76.09 - $94.08 $183,757 - $227,203	2,415 Added 8.99%	29,272 $2.56 Million
Q3 2022 Nov 10, 2022	SELL	$67.49 - $84.09 $117,027 - $145,812	-1,734 Reduced 6.06%	26,857 $1.93 Million
Q2 2022 Aug 05, 2022	BUY	$70.66 - $92.28 $23,883 - $31,190	338 Added 1.2%	28,591 $2.05 Million
Q1 2022 May 13, 2022	BUY	$57.22 - $78.75 $175,837 - $241,998	3,073 Added 12.2%	28,253 $2.16 Million
Q4 2021 Feb 11, 2022	BUY	$53.01 - $59.14 $12,139 - $13,543	229 Added 0.92%	25,180 $1.4 Million
Q3 2021 Nov 12, 2021	BUY	$45.79 - $54.81 $31,686 - $37,928	692 Added 2.85%	24,951 $1.3 Million
Q2 2021 Aug 13, 2021	BUY	$47.07 - $56.19 $8,284 - $9,889	176 Added 0.73%	24,259 $1.31 Million
Q1 2021 May 11, 2021	BUY	$37.96 - $53.57 $97,101 - $137,032	2,558 Added 11.88%	24,083 $1.18 Million
Q4 2020 Feb 10, 2021	SELL	$27.71 - $41.6 $230,380 - $345,862	-8,314 Reduced 27.86%	21,525 $816,000
Q3 2020 Nov 13, 2020	BUY	$29.95 - $38.58 $97,427 - $125,500	3,253 Added 12.24%	29,839 $894,000
Q2 2020 Aug 13, 2020	BUY	$27.62 - $46.86 $234,328 - $397,560	8,484 Added 46.87%	26,586 $1.01 Million
Q1 2020 May 05, 2020	BUY	$23.57 - $60.87 $60,975 - $157,470	2,587 Added 16.67%	18,102 $526,000
Q4 2019 Feb 06, 2020	SELL	$55.9 - $61.99 $224,550 - $249,013	-4,017 Reduced 20.57%	15,515 $932,000
Q3 2019 Nov 07, 2019	SELL	$59.2 - $63.13 $5,328 - $5,681	-90 Reduced 0.46%	19,532 $1.16 Million
Q2 2019 Aug 07, 2019	SELL	N/A	-1 Reduced 0.01%	19,622 $1.25 Million
Q1 2019 May 07, 2019	BUY	N/A	734 Added 3.89%	19,623 $1.3 Million
Q4 2018 Feb 11, 2019	BUY	N/A	2,103 Added 12.53%	18,889 $1.08 Million
Q3 2018 Nov 06, 2018	BUY	N/A	13,491 Added 409.44%	16,786 $1.29 Million
Q2 2018 Aug 14, 2018	BUY	N/A	229 Added 7.47%	3,295 $247,000
Q1 2018 May 15, 2018	BUY	N/A	3,066 New	3,066 $203,000

Others Institutions Holding XLE

# of Institutions

2,129

Shares Held

235M

Call Options Held

59.3M

Put Options Held

118M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Keystone Financial Group, based on Form 13F filings with the SEC.

News

Stay updated on Keystone Financial Group with notifications on news.

Account

Keystone Financial Group Energy Sector Spdr Transaction History