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 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%	+$2.21K	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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Goldman Sachs New York $871B AUM 31.28% 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

MMH

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

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

Key Financial Inc increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 60% in Q1 2026, buying an estimated $17.1K and bringing the position to 272 shares worth $44K. The position accounts for 0.01% of the portfolio, ranked #558.

Key Financial Inc first reported a position in XLI in Q4 2020 and has held it in 22 quarters since. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Key Financial Inc held 272 shares of State Street Industrial Select Sector SPDR ETF worth $44K as of Q1 2026.
Key Financial Inc bought 102 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $17.1K.
State Street Industrial Select Sector SPDR ETF made up 0.01% of Key Financial Inc's portfolio in Q1 2026, its #558 holding.
Key Financial Inc first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

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