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 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 $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

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

Key Financial Inc held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q1 2026 at 31 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1225.

Key Financial Inc first reported a position in XLRE in Q1 2020 and has held it in 23 quarters since. The position peaked at $49.8K in Q1 2025. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Key Financial Inc held 31 shares of State Street Real Estate Select Sector SPDR ETF worth $1.27K as of Q1 2026.
Key Financial Inc left its State Street Real Estate Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #1225 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 23 quarters since.
Key Financial Inc's State Street Real Estate Select Sector SPDR ETF position peaked at $49.8K in Q1 2025.
750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

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