Key Financial Inc’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$145K	Buy	1,328 +12	+0.9%	+$1.4K	0.03%	343
2025 Q4	$157K	Hold	1,316	–	–	0.03%	329
2025 Q3	$159K	Hold	1,316	–	–	0.03%	328
2025 Q2	$143K	Buy	1,316 +410	+45%	+$41.9K	0.03%	325
2025 Q1	$89.4K	Hold	906	–	–	0.02%	380
2024 Q4	$102K	Buy	906 +60	+7%	+$6.42K	0.02%	348
2024 Q3	$84.8K	Hold	846	–	–	0.02%	377
2024 Q2	$77.2K	Hold	846	–	–	0.02%	382
2024 Q1	$77.8K	Sell	846 -42	-5%	-$3.74K	0.02%	367
2023 Q4	$79.4K	Hold	888	–	–	0.02%	345
2023 Q3	$71.5K	Buy	888 +216	+32%	+$18.3K	0.02%	342
2023 Q2	$57.1K	Hold	672	–	–	0.02%	385
2023 Q1	$50.2K	Buy	672 +250	+59%	+$17.9K	0.02%	394
2022 Q4	$30.1K	Hold	422	–	–	0.01%	433
2022 Q3	$30K	Hold	422	–	–	0.01%	438
2022 Q2	$30K	Buy	422 +30	+8%	+$2.36K	0.02%	440
2022 Q1	$36K	Hold	392	–	–	0.02%	406
2021 Q4	$40K	Buy	392 +72	+23%	+$7.17K	0.02%	376
2021 Q3	$29K	Hold	320	–	–	0.02%	413
2021 Q2	$29K	Hold	320	–	–	0.02%	415
2021 Q1	$27K	Hold	320	–	–	0.02%	355
2020 Q4	$26K	Buy	+320	New	+$24.7K	0.02%	335
2020 Q2	–	Sell	-320	Closed	-$16K	–	669
2020 Q1	$16K	Buy	+320	New	+$18.9K	0.02%	353

Other funds holding XLY

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

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

Key Financial Inc increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.91% in Q1 2026, buying an estimated $1.4K and bringing the position to 1,328 shares worth $145K. The position accounts for 0.03% of the portfolio, ranked #343.

Key Financial Inc first reported a position in XLY in Q1 2020 and has held it in 23 quarters since. The position peaked at $159K in Q3 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Key Financial Inc held 1,328 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $145K as of Q1 2026.
Key Financial Inc bought 12 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $1.4K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.03% of Key Financial Inc's portfolio in Q1 2026, its #343 holding.
Key Financial Inc first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2020 and has held it in 23 quarters since.
Key Financial Inc's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $159K in Q3 2025.
1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

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