SELECT SECTOR SPDR TR

Ticker: XLY CUSIP: 81369Y407 Class: SBI CONS DISCR

Keystone Financial Group's Holding History (CIK: 0001729299)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 3,317 Value ($000) $396 Avg Close — Range —
Q3 2025
Shares 1,608 Value ($000) $385 Avg Close — Range —
Q2 2025
Shares 1,583 Value ($000) $344 Avg Close — Range —
Q1 2025
Shares 1,597 Value ($000) $315 Avg Close — Range —
Q4 2024
Shares 1,679 Value ($000) $377 Avg Close — Range —
Q3 2024
Shares 1,708 Value ($000) $342 Avg Close — Range —
Q1 2024
Shares 1,705 Value ($000) $314 Avg Close — Range —
Q1 2022
Shares 1,096 Value ($000) $203 Avg Close — Range —
Q4 2021
Shares 2,635 Value ($000) $539 Avg Close — Range —
Q3 2021
Shares 2,707 Value ($000) $486 Avg Close — Range —
Q2 2021
Shares 2,736 Value ($000) $489 Avg Close — Range —
Q1 2021
Shares 3,374 Value ($000) $567 Avg Close — Range —
Q4 2020
Shares 3,172 Value ($000) $510 Avg Close — Range —
Q3 2020
Shares 3,098 Value ($000) $455 Avg Close — Range —
Q2 2020
Shares 2,876 Value ($000) $367 Avg Close — Range —
Q1 2020
Shares 2,842 Value ($000) $279 Avg Close — Range —
Q4 2019
Shares 3,604 Value ($000) $452 Avg Close — Range —
Q3 2019
Shares 1,961 Value ($000) $237 Avg Close — Range —
Q2 2019
Shares 1,960 Value ($000) $234 Avg Close — Range —
Q1 2019
Shares 2,020 Value ($000) $230 Avg Close — Range —