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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Key Client Fiduciary Advisors's XLF Position: Q2 2026 in Review

Key Client Fiduciary Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 2.9% in Q2 2026, selling an estimated $18.1K and leaving 11,831 shares worth $634K. The position accounts for 0.18% of the portfolio, ranked #109.

Key Client Fiduciary Advisors first reported a position in XLF in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.75M in Q2 2023. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Key Client Fiduciary Advisors held 11,831 shares of State Street Financial Select Sector SPDR ETF worth $634K as of Q2 2026.
Key Client Fiduciary Advisors sold 349 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $18.1K.
State Street Financial Select Sector SPDR ETF made up 0.18% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #109 holding.
Key Client Fiduciary Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
Key Client Fiduciary Advisors's State Street Financial Select Sector SPDR ETF position peaked at $4.75M in Q2 2023.
1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.