Key Capital Management
XLEI icon

Key Capital Management’s State Street Energy Select Sector SPDR Premium Income ETF XLEI Stock Holding History

Key Capital Management’s Portfolio XLEI Stock Details XLEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.43K Hold
125
– – ﹤0.01% 520
2026
Q2 		$3.15K Buy
+125
New +$3.32K ﹤0.01% 505

Other funds holding XLEI

Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Capital Investment Advisory Services
Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
ORG Wealth Partners
ORG Wealth Partners Dallas, Texas $607M AUM 23.88% 1-Year Est. Return

Key Capital Management's XLEI Position: Q3 2026 in Review

Key Capital Management held its State Street Energy Select Sector SPDR Premium Income ETF (XLEI) position steady in Q3 2026 at 125 shares worth $3.43K. The position accounts for ﹤0.01% of the portfolio, ranked #520.

Key Capital Management first reported a position in XLEI in Q2 2026 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold XLEI as of Q3 2026.

  • Key Capital Management held 125 shares of State Street Energy Select Sector SPDR Premium Income ETF worth $3.43K as of Q3 2026.
  • Key Capital Management left its State Street Energy Select Sector SPDR Premium Income ETF share count unchanged in Q3 2026.
  • State Street Energy Select Sector SPDR Premium Income ETF made up ﹤0.01% of Key Capital Management's portfolio in Q3 2026, its #520 holding.
  • Key Capital Management first reported a position in State Street Energy Select Sector SPDR Premium Income ETF in Q2 2026 and has held it in 2 quarters since.
  • 10 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR Premium Income ETF as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.