Key Client Fiduciary Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Key Client Fiduciary Advisors’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$634K	Sell	11,831 -349	-3%	-$18.1K	0.18%	109
2026 Q1	$601K	Sell	12,180 -1,581	-11%	-$82.4K	0.2%	106
2025 Q4	$754K	Buy	13,761 +473	+4%	+$25.2K	0.26%	82
2025 Q3	$716K	Buy	13,288 +781	+6%	+$41.4K	0.24%	86
2025 Q2	$655K	Sell	12,507 -543	-4%	-$26.9K	0.26%	84
2025 Q1	$650K	Buy	13,050 +10	+0.1%	+$502	0.3%	79
2024 Q4	$630K	Buy	13,040 +12	+0.1%	+$580	0.28%	84
2024 Q3	$590K	Buy	13,028 +946	+8%	+$41.3K	0.26%	86
2024 Q2	$497K	Buy	12,082 +8	+0.1%	+$329	0.25%	91
2024 Q1	$509K	Sell	12,074 -245	-2%	-$9.67K	0.27%	85
2023 Q4	$463K	Sell	12,319 -124,377	-91%	-$4.31M	0.27%	91
2023 Q3	$4.53M	Sell	136,696 -4,186	-3%	-$144K	2.78%	7
2023 Q2	$4.75M	Sell	140,882 -1,856	-1%	-$60.6K	2.76%	8
2023 Q1	$4.59M	Buy	142,738 +130,822	+1,098%	+$4.55M	2.86%	8
2022 Q4	$408K	Sell	11,916 -279	-2%	-$9.44K	0.28%	83
2022 Q3	$370K	Sell	12,195 -1,820	-13%	-$60.2K	0.33%	65
2022 Q2	$441K	Buy	14,015 +380	+3%	+$13.1K	0.43%	53
2022 Q1	$523K	Buy	13,635 +1,145	+9%	+$44.8K	0.41%	58
2021 Q4	$488K	Buy	+12,490	New	+$491K	0.4%	63

Other funds holding XLF

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Lighthouse Financial Services Brea, California $476M AUM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return