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

Key Financial Inc’s Portfolio XLB Stock Details XLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$91.5K	Hold	1,800	–	–	0.02%	438
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

Other funds holding XLB

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

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

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

Key Financial Inc's XLB Position: Q2 2026 in Review

Key Financial Inc held its State Street Materials Select Sector SPDR ETF (XLB) position steady in Q2 2026 at 1,800 shares worth $91.5K. The position accounts for 0.02% of the portfolio, ranked #438.

Key Financial Inc first reported a position in XLB in Q1 2020 and has held it in 24 quarters since. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Key Financial Inc held 1,800 shares of State Street Materials Select Sector SPDR ETF worth $91.5K as of Q2 2026.
Key Financial Inc left its State Street Materials Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Materials Select Sector SPDR ETF made up 0.02% of Key Financial Inc's portfolio in Q2 2026, its #438 holding.
Key Financial Inc first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2020 and has held it in 24 quarters since.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.