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

Key Financial Inc’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
Q1 		$567K Buy
11,480
+11
+0.1% +$573 0.1% 166
2025
Q4 		$628K Sell
11,469
-340
-3% -$18.1K 0.11% 147
2025
Q3 		$630K Buy
11,809
+18
+0.2% +$954 0.12% 151
2025
Q2 		$618K Buy
11,791
+637
+6% +$31.5K 0.12% 142
2025
Q1 		$556K Buy
11,154
+18
+0.2% +$903 0.12% 151
2024
Q4 		$538K Buy
11,136
+23
+0.2% +$1.11K 0.12% 143
2024
Q3 		$504K Sell
11,113
-11
-0.1% -$480 0.11% 154
2024
Q2 		$457K Buy
11,124
+51
+0.5% +$2.1K 0.11% 152
2024
Q1 		$466K Sell
11,073
-151
-1% -$5.96K 0.12% 146
2023
Q4 		$422K Buy
11,224
+25
+0.2% +$865 0.12% 145
2023
Q3 		$371K Buy
11,199
+730
+7% +$25.2K 0.13% 139
2023
Q2 		$353K Buy
10,469
+24
+0.2% +$783 0.12% 145
2023
Q1 		$336K Buy
10,445
+5,637
+117% +$196K 0.12% 142
2022
Q4 		$146K Hold
4,808
– – 0.07% 197
2022
Q3 		$146K Hold
4,808
– – 0.07% 201
2022
Q2 		$153K Buy
4,808
+102
+2% +$3.52K 0.08% 184
2022
Q1 		$180K Sell
4,706
-98
-2% -$3.83K 0.09% 177
2021
Q4 		$188K Buy
4,804
+1,646
+52% +$64.7K 0.09% 156
2021
Q3 		$119K Hold
3,158
– – 0.07% 198
2021
Q2 		$115K Hold
3,158
– – 0.06% 208
2021
Q1 		$108K Hold
3,158
– – 0.07% 186
2020
Q4 		$93K Buy
+3,158
New +$84.5K 0.07% 189
2020
Q2 		– Sell
-3,060
Closed -$66K – 663
2020
Q1 		$66K Sell
3,060
-7,728
-72% -$213K 0.07% 194
2019
Q4 		$332K Buy
+10,788
New +$317K 0.31% 74

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Key Financial Inc increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.1% in Q1 2026, buying an estimated $573 and bringing the position to 11,480 shares worth $567K. The position accounts for 0.1% of the portfolio, ranked #166.

Key Financial Inc first reported a position in XLF in Q4 2019 and has held it in 24 quarters since. The position peaked at $630K in Q3 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • Key Financial Inc held 11,480 shares of State Street Financial Select Sector SPDR ETF worth $567K as of Q1 2026.
  • Key Financial Inc bought 11 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $573.
  • State Street Financial Select Sector SPDR ETF made up 0.1% of Key Financial Inc's portfolio in Q1 2026, its #166 holding.
  • Key Financial Inc first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and has held it in 24 quarters since.
  • Key Financial Inc's State Street Financial Select Sector SPDR ETF position peaked at $630K in Q3 2025.
  • 1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

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