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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$172K	Buy	901 +279	+45%	+$47.7K	0.03%	327
2026 Q1	$82.7K	Hold	622	–	–	0.01%	435
2025 Q4	$89.5K	Sell	622 -360	-37%	-$52K	0.02%	415
2025 Q3	$140K	Sell	982 -50	-5%	-$6.62K	0.03%	345
2025 Q2	$131K	Buy	1,032 +16	+2%	+$1.78K	0.03%	341
2025 Q1	$105K	Hold	1,016	–	–	0.02%	350
2024 Q4	$118K	Hold	1,016	–	–	0.03%	325
2024 Q3	$115K	Hold	1,016	–	–	0.03%	332
2024 Q2	$115K	Hold	1,016	–	–	0.03%	317
2024 Q1	$106K	Hold	1,016	–	–	0.03%	314
2023 Q4	$97.8K	Sell	1,016 -150	-13%	-$13.4K	0.03%	315
2023 Q3	$95.6K	Hold	1,166	–	–	0.03%	304
2023 Q2	$101K	Hold	1,166	–	–	0.03%	291
2023 Q1	$88K	Buy	1,166 +174	+18%	+$12K	0.03%	314
2022 Q4	$58.9K	Hold	992	–	–	0.03%	335
2022 Q3	$59K	Buy	992 +184	+23%	+$12.6K	0.03%	339
2022 Q2	$51K	Sell	808 -1,914	-70%	-$133K	0.03%	360
2022 Q1	$216K	Buy	2,722 +2,000	+277%	+$157K	0.11%	153
2021 Q4	$63K	Hold	722	–	–	0.03%	316
2021 Q3	$54K	Hold	722	–	–	0.03%	338
2021 Q2	$55K	Hold	722	–	–	0.03%	344
2021 Q1	$48K	Hold	722	–	–	0.03%	282
2020 Q4	$47K	Buy	+722	New	+$44K	0.04%	253
2020 Q2	–	Sell	-322	Closed	-$13K	–	664
2020 Q1	$13K	Buy	+322	New	+$14.7K	0.01%	379

Other funds holding XLK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Key Financial Inc increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 45% in Q2 2026, buying an estimated $47.7K and bringing the position to 901 shares worth $172K. The position accounts for 0.03% of the portfolio, ranked #327.

Key Financial Inc first reported a position in XLK in Q1 2020 and has held it in 24 quarters since. The position peaked at $216K in Q1 2022. 2,667 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Key Financial Inc held 901 shares of State Street Technology Select Sector SPDR ETF worth $172K as of Q2 2026.
Key Financial Inc bought 279 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $47.7K.
State Street Technology Select Sector SPDR ETF made up 0.03% of Key Financial Inc's portfolio in Q2 2026, its #327 holding.
Key Financial Inc first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2020 and has held it in 24 quarters since.
Key Financial Inc's State Street Technology Select Sector SPDR ETF position peaked at $216K in Q1 2022.
2,667 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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