Key Financial Inc’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$205K	Hold	1,909	–	–	0.03%	295
2026 Q1	$212K	Hold	1,909	–	–	0.04%	286
2025 Q4	$225K	Buy	1,909 +414	+28%	+$47.6K	0.04%	271
2025 Q3	$174K	Buy	1,495 +872	+140%	+$96.9K	0.03%	310
2025 Q2	$67.6K	Buy	623 +401	+181%	+$39.5K	0.01%	441
2025 Q1	$21.4K	Hold	222	–	–	﹤0.01%	652
2024 Q4	$21.5K	Hold	222	–	–	﹤0.01%	639
2024 Q3	$20.1K	Hold	222	–	–	﹤0.01%	649
2024 Q2	$19K	Hold	222	–	–	﹤0.01%	644
2024 Q1	$18.1K	Hold	222	–	–	﹤0.01%	632
2023 Q4	$16.1K	Hold	222	–	–	﹤0.01%	634
2023 Q3	$14.6K	Buy	222 +86	+63%	+$5.74K	﹤0.01%	631
2023 Q2	$8.85K	Hold	136	–	–	﹤0.01%	770
2023 Q1	$7.88K	Hold	136	–	–	﹤0.01%	725
2022 Q4	$6.51K	Hold	136	–	–	﹤0.01%	730
2022 Q3	$7K	Hold	136	–	–	﹤0.01%	737
2022 Q2	$7K	Buy	136 +48	+55%	+$2.89K	﹤0.01%	740
2022 Q1	$6K	Hold	88	–	–	﹤0.01%	771
2021 Q4	$7K	Buy	+88	New	+$6.96K	﹤0.01%	668

Other funds holding XLC

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

Squarepoint New York $90.5B AUM 33.95% 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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Key Financial Inc held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q2 2026 at 1,909 shares worth $205K. The position accounts for 0.03% of the portfolio, ranked #295.

Key Financial Inc first reported a position in XLC in Q4 2021 and has held it in 19 quarters since. The position peaked at $225K in Q4 2025. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Key Financial Inc held 1,909 shares of State Street Communication Services Select Sector SPDR ETF worth $205K as of Q2 2026.
Key Financial Inc left its State Street Communication Services Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Communication Services Select Sector SPDR ETF made up 0.03% of Key Financial Inc's portfolio in Q2 2026, its #295 holding.
Key Financial Inc first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
Key Financial Inc's State Street Communication Services Select Sector SPDR ETF position peaked at $225K in Q4 2025.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

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