Key Financial Inc
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1801720
WEST CHESTER, PA
Position in XLB
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$89,946
+$8,316 QoQ
Shares Held
1,800
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XLB Over Time
Shares Held
Position Value (USD)
All Filings in XLB
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $89,946 | 1,800 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $81,630 | 1,800 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $80,658 | 900 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $79,029 | 900 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $77,382 | 900 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $75,726 | 900 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $86,742 | 900 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $79,479 | 900 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $83,601 | 900 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $76,986 | 900 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $70,695 | 900 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $74,583 | 900 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $72,594 | 900 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $69,912 | 900 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $61,209 | 900 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $66,240 | 900 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $79,335 | 900 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $81,549 | 900 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $71,199 | 900 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $74,079 | 900 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $70,920 | 900 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $65,151 | 900 | Shares | Sole | 2021-01-29 | |
| 2020-03-31 | $40,536 | 900 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||