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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$22K	Sell	132 -324	-71%	-$57.7K	﹤0.01%	689
2026 Q2	$84.5K	Buy	456 +184	+68%	+$32K	0.01%	453
2026 Q1	$44K	Buy	272 +102	+60%	+$17.1K	0.01%	558
2025 Q4	$26.4K	Hold	170	–	–	﹤0.01%	664
2025 Q3	$26.1K	Sell	170 -22	-11%	-$3.33K	﹤0.01%	659
2025 Q2	$28.3K	Sell	192 -58	-23%	-$7.91K	0.01%	614
2025 Q1	$32.8K	Hold	250	–	–	0.01%	556
2024 Q4	$32.9K	Buy	250 +58	+30%	+$8K	0.01%	553
2024 Q3	$26K	Hold	192	–	–	0.01%	594
2024 Q2	$23.4K	Hold	192	–	–	0.01%	604
2024 Q1	$24.2K	Hold	192	–	–	0.01%	574
2023 Q4	$21.9K	Hold	192	–	–	0.01%	568
2023 Q3	$19.5K	Hold	192	–	–	0.01%	575
2023 Q2	$20.6K	Buy	192 +22	+13%	+$2.22K	0.01%	572
2023 Q1	$17.2K	Hold	170	–	–	0.01%	576
2022 Q4	$14.1K	Hold	170	–	–	0.01%	560
2022 Q3	$14K	Hold	170	–	–	0.01%	569
2022 Q2	$15K	Hold	170	–	–	0.01%	559
2022 Q1	$18K	Hold	170	–	–	0.01%	521
2021 Q4	$18K	Hold	170	–	–	0.01%	506
2021 Q3	$17K	Hold	170	–	–	0.01%	497
2021 Q2	$18K	Hold	170	–	–	0.01%	488
2021 Q1	$17K	Hold	170	–	–	0.01%	425
2020 Q4	$15K	Buy	+170	New	+$14.3K	0.01%	419

Other funds holding XLI

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

Key Financial Inc's XLI Position: Q3 2026 in Review

Key Financial Inc reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 71% in Q3 2026, selling an estimated $57.7K and leaving 132 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #689.

Key Financial Inc first reported a position in XLI in Q4 2020 and has held it in 24 quarters since. The position peaked at $84.5K in Q2 2026. 1,429 funds tracked by Wall St. Rank hold XLI as of Q3 2026.

Key Financial Inc held 132 shares of State Street Industrial Select Sector SPDR ETF worth $22K as of Q3 2026.
Key Financial Inc sold 324 State Street Industrial Select Sector SPDR ETF shares in Q3 2026, an estimated $57.7K.
State Street Industrial Select Sector SPDR ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #689 holding.
Key Financial Inc first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2020 and has held it in 24 quarters since.
Key Financial Inc's State Street Industrial Select Sector SPDR ETF position peaked at $84.5K in Q2 2026.
1,429 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.