Key Financial Inc’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$89.9K	Hold	1,800	–	–	0.02%	416
2025 Q4	$81.6K	Hold	1,800	–	–	0.01%	429
2025 Q3	$79.8K	Hold	1,800	–	–	0.01%	432
2025 Q2	$79K	Hold	1,800	–	–	0.02%	414
2025 Q1	$77.4K	Hold	1,800	–	–	0.02%	403
2024 Q4	$75.7K	Hold	1,800	–	–	0.02%	404
2024 Q3	$86.7K	Hold	1,800	–	–	0.02%	374
2024 Q2	$79.5K	Hold	1,800	–	–	0.02%	375
2024 Q1	$83.6K	Hold	1,800	–	–	0.02%	352
2023 Q4	$77K	Hold	1,800	–	–	0.02%	351
2023 Q3	$70.7K	Hold	1,800	–	–	0.02%	345
2023 Q2	$74.6K	Hold	1,800	–	–	0.02%	350
2023 Q1	$72.6K	Hold	1,800	–	–	0.03%	340
2022 Q4	$61.2K	Hold	1,800	–	–	0.03%	328
2022 Q3	$61K	Hold	1,800	–	–	0.03%	334
2022 Q2	$67K	Hold	1,800	–	–	0.04%	310
2022 Q1	$79K	Hold	1,800	–	–	0.04%	297
2021 Q4	$82K	Hold	1,800	–	–	0.04%	266
2021 Q3	$71K	Hold	1,800	–	–	0.04%	286
2021 Q2	$76K	Hold	1,800	–	–	0.04%	281
2021 Q1	$71K	Hold	1,800	–	–	0.05%	230
2020 Q4	$65K	Buy	+1,800	New	+$61.6K	0.05%	220
2020 Q2	–	Sell	-1,800	Closed	-$41K	–	661
2020 Q1	$41K	Buy	+1,800	New	+$49.4K	0.04%	237