Key Financial Inc’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$36.2K	Buy	441 +49	+13%	+$4.13K	0.01%	602
2025 Q4	$30.5K	Hold	392	–	–	0.01%	630
2025 Q3	$30.7K	Hold	392	–	–	0.01%	615
2025 Q2	$31.7K	Hold	392	–	–	0.01%	586
2025 Q1	$32K	Hold	392	–	–	0.01%	560
2024 Q4	$30.8K	Hold	392	–	–	0.01%	566
2024 Q3	$32.5K	Hold	392	–	–	0.01%	554
2024 Q2	$30K	Hold	392	–	–	0.01%	565
2024 Q1	$29.9K	Hold	392	–	–	0.01%	534
2023 Q4	$28.2K	Hold	392	–	–	0.01%	523
2023 Q3	$27K	Hold	392	–	–	0.01%	503
2023 Q2	$29.1K	Buy	392 +30	+8%	+$2.25K	0.01%	496
2023 Q1	$27K	Hold	362	–	–	0.01%	483
2022 Q4	$24.2K	Hold	362	–	–	0.01%	461
2022 Q3	$24K	Hold	362	–	–	0.01%	471
2022 Q2	$27K	Hold	362	–	–	0.01%	452
2022 Q1	$27K	Hold	362	–	–	0.01%	452
2021 Q4	$28K	Hold	362	–	–	0.01%	430
2021 Q3	$25K	Hold	362	–	–	0.01%	435
2021 Q2	$26K	Hold	362	–	–	0.01%	435
2021 Q1	$25K	Hold	362	–	–	0.02%	368
2020 Q4	$24K	Buy	+362	New	+$23.9K	0.02%	350
2020 Q2	–	Sell	-362	Closed	-$20K	–	665
2020 Q1	$20K	Buy	+362	New	+$22K	0.02%	324

Other funds holding XLP

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Key Financial Inc increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 13% in Q1 2026, buying an estimated $4.13K and bringing the position to 441 shares worth $36.2K. The position accounts for 0.01% of the portfolio, ranked #602.

Key Financial Inc first reported a position in XLP in Q1 2020 and has held it in 23 quarters since. 1,247 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

Key Financial Inc held 441 shares of State Street Consumer Staples Select Sector SPDR ETF worth $36.2K as of Q1 2026.
Key Financial Inc bought 49 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $4.13K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.01% of Key Financial Inc's portfolio in Q1 2026, its #602 holding.
Key Financial Inc first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2020 and has held it in 23 quarters since.
1,247 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

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