Key Financial Inc’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$793	Sell	18 -13	-42%	-$572	﹤0.01%	1231
2026 Q1	$1.27K	Hold	31	–	–	﹤0.01%	1225
2025 Q4	$1.25K	Hold	31	–	–	﹤0.01%	1233
2025 Q3	$1.31K	Sell	31 -180	-85%	-$7.53K	﹤0.01%	1241
2025 Q2	$8.74K	Sell	211 -980	-82%	-$40.2K	﹤0.01%	891
2025 Q1	$49.8K	Buy	1,191 +1,160	+3,742%	+$48.3K	0.01%	484
2024 Q4	$1.26K	Hold	31	–	–	﹤0.01%	1203
2024 Q3	$1.39K	Hold	31	–	–	﹤0.01%	1153
2024 Q2	$1.19K	Hold	31	–	–	﹤0.01%	1164
2024 Q1	$1.23K	Hold	31	–	–	﹤0.01%	1158
2023 Q4	$1.24K	Hold	31	–	–	﹤0.01%	1153
2023 Q3	$1.06K	Buy	31 +13	+72%	+$481	﹤0.01%	1184
2023 Q2	$678	Hold	18	–	–	﹤0.01%	1275
2023 Q1	$673	Hold	18	–	–	﹤0.01%	1069
2022 Q4	$648	Hold	18	–	–	﹤0.01%	1075
2022 Q3	$1K	Hold	18	–	–	﹤0.01%	1093
2022 Q2	$1K	Hold	18	–	–	﹤0.01%	1070
2022 Q1	$1K	Hold	18	–	–	﹤0.01%	1050
2021 Q4	$1K	Hold	18	–	–	﹤0.01%	934
2021 Q3	$1K	Hold	18	–	–	﹤0.01%	896
2021 Q2	$1K	Hold	18	–	–	﹤0.01%	842
2021 Q1	$1K	Hold	18	–	–	﹤0.01%	756
2020 Q4	$1K	Buy	+18	New	+$653	﹤0.01%	704
2020 Q2	–	Sell	-18	Closed	-$1K	–	666
2020 Q1	$1K	Buy	+18	New	+$672	﹤0.01%	667

Other funds holding XLRE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

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

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

Key Financial Inc reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 42% in Q2 2026, selling an estimated $572 and leaving 18 shares worth $793. The position accounts for ﹤0.01% of the portfolio, ranked #1231.

Key Financial Inc first reported a position in XLRE in Q1 2020 and has held it in 24 quarters since. The position peaked at $49.8K in Q1 2025. 803 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Key Financial Inc held 18 shares of State Street Real Estate Select Sector SPDR ETF worth $793 as of Q2 2026.
Key Financial Inc sold 13 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $572.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1231 holding.
Key Financial Inc first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2020 and has held it in 24 quarters since.
Key Financial Inc's State Street Real Estate Select Sector SPDR ETF position peaked at $49.8K in Q1 2025.
803 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

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