Key Financial Inc’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$319K	Buy	5,208 +1,200	+30%	+$64.4K	0.06%	228
2025 Q4	$179K	Buy	4,008 +324	+9%	+$14.4K	0.03%	304
2025 Q3	$165K	Sell	3,684 -194	-5%	-$8.49K	0.03%	321
2025 Q2	$164K	Buy	3,878 +194	+5%	+$8.08K	0.03%	308
2025 Q1	$172K	Hold	3,684	–	–	0.04%	288
2024 Q4	$158K	Hold	3,684	–	–	0.04%	285
2024 Q3	$162K	Sell	3,684 -5,600	-60%	-$250K	0.04%	271
2024 Q2	$423K	Hold	9,284	–	–	0.1%	155
2024 Q1	$438K	Sell	9,284 -460	-5%	-$19.8K	0.11%	150
2023 Q4	$408K	Buy	9,744 +324	+3%	+$13.9K	0.11%	150
2023 Q3	$426K	Buy	9,420 +84	+0.9%	+$3.67K	0.14%	123
2023 Q2	$379K	Hold	9,336	–	–	0.13%	140
2023 Q1	$387K	Hold	9,336	–	–	0.14%	129
2022 Q4	$336K	Hold	9,336	–	–	0.16%	117
2022 Q3	$336K	Hold	9,336	–	–	0.16%	119
2022 Q2	$339K	Buy	9,336 +1,274	+16%	+$51.1K	0.18%	105
2022 Q1	$308K	Buy	8,062 +136	+2%	+$4.71K	0.15%	116
2021 Q4	$220K	Buy	7,926 +82	+1%	+$2.32K	0.11%	145
2021 Q3	$204K	Hold	7,844	–	–	0.12%	147
2021 Q2	$194K	Buy	7,844 +5,600	+250%	+$146K	0.11%	156
2021 Q1	$55K	Hold	2,244	–	–	0.04%	262
2020 Q4	$43K	Buy	+2,244	New	+$38.7K	0.03%	268
2020 Q2	–	Sell	-2,064	Closed	-$30K	–	662
2020 Q1	$30K	Buy	+2,064	New	+$49K	0.03%	283

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Key Financial Inc's XLE Position: Q1 2026 in Review

Key Financial Inc increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 30% in Q1 2026, buying an estimated $64.4K and bringing the position to 5,208 shares worth $319K. The position accounts for 0.06% of the portfolio, ranked #228.

Key Financial Inc first reported a position in XLE in Q1 2020 and has held it in 23 quarters since. The position peaked at $438K in Q1 2024. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Key Financial Inc held 5,208 shares of State Street Energy Select Sector SPDR ETF worth $319K as of Q1 2026.
Key Financial Inc bought 1,200 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $64.4K.
State Street Energy Select Sector SPDR ETF made up 0.06% of Key Financial Inc's portfolio in Q1 2026, its #228 holding.
Key Financial Inc first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2020 and has held it in 23 quarters since.
Key Financial Inc's State Street Energy Select Sector SPDR ETF position peaked at $438K in Q1 2024.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.