Key Financial Inc’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$205K	Sell	4,474 -600	-12%	-$26.9K	0.04%	292
2025 Q4	$217K	Buy	5,074 +600	+13%	+$26.6K	0.04%	275
2025 Q3	$197K	Hold	4,474	–	–	0.04%	294
2025 Q2	$183K	Sell	4,474 -606	-12%	-$24.1K	0.04%	291
2025 Q1	$200K	Buy	5,080 +1,172	+30%	+$45.8K	0.04%	266
2024 Q4	$148K	Hold	3,908	–	–	0.03%	300
2024 Q3	$158K	Hold	3,908	–	–	0.03%	274
2024 Q2	$133K	Hold	3,908	–	–	0.03%	290
2024 Q1	$128K	Hold	3,908	–	–	0.03%	275
2023 Q4	$124K	Hold	3,908	–	–	0.03%	269
2023 Q3	$115K	Buy	3,908 +28	+0.7%	+$903	0.04%	265
2023 Q2	$127K	Hold	3,880	–	–	0.04%	257
2023 Q1	$131K	Hold	3,880	–	–	0.05%	241
2022 Q4	$127K	Hold	3,880	–	–	0.06%	220
2022 Q3	$127K	Hold	3,880	–	–	0.06%	224
2022 Q2	$139K	Hold	3,880	–	–	0.08%	200
2022 Q1	$144K	Hold	3,880	–	–	0.07%	205
2021 Q4	$139K	Hold	3,880	–	–	0.07%	189
2021 Q3	$124K	Hold	3,880	–	–	0.07%	195
2021 Q2	$128K	Hold	3,880	–	–	0.07%	193
2021 Q1	$124K	Hold	3,880	–	–	0.08%	177
2020 Q4	$122K	Buy	+3,880	New	+$123K	0.09%	166
2020 Q2	–	Sell	-3,880	Closed	-$112K	–	667
2020 Q1	$112K	Buy	+3,880	New	+$124K	0.11%	143

Other funds holding XLU

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Key Financial Inc reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 12% in Q1 2026, selling an estimated $26.9K and leaving 4,474 shares worth $205K. The position accounts for 0.04% of the portfolio, ranked #292.

Key Financial Inc first reported a position in XLU in Q1 2020 and has held it in 23 quarters since. The position peaked at $217K in Q4 2025. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Key Financial Inc held 4,474 shares of State Street Utilities Select Sector SPDR ETF worth $205K as of Q1 2026.
Key Financial Inc sold 600 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $26.9K.
State Street Utilities Select Sector SPDR ETF made up 0.04% of Key Financial Inc's portfolio in Q1 2026, its #292 holding.
Key Financial Inc first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2020 and has held it in 23 quarters since.
Key Financial Inc's State Street Utilities Select Sector SPDR ETF position peaked at $217K in Q4 2025.
1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

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