SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Key Financial Inc's Holding History (CIK: 0001801720)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 4,008 Value ($000) $179 Avg Close Range
Q3 2025
Shares 1,842 Value ($000) $165 Avg Close Range
Q2 2025
Shares 1,939 Value ($000) $164 Avg Close Range
Q1 2025
Shares 1,842 Value ($000) $172 Avg Close Range
Q4 2024
Shares 1,842 Value ($000) $158 Avg Close Range
Q3 2024
Shares 1,842 Value ($000) $162 Avg Close Range
Q2 2024
Shares 4,642 Value ($000) $423 Avg Close Range
Q1 2024
Shares 4,642 Value ($000) $438 Avg Close Range
Q4 2023
Shares 4,872 Value ($000) $408 Avg Close Range
Q3 2023
Shares 4,710 Value ($000) $426 Avg Close Range
Q2 2023
Shares 4,668 Value ($000) $379 Avg Close Range
Q1 2023
Shares 4,668 Value ($000) $387 Avg Close Range
Q4 2022
Shares 4,668 Value ($000) $336 Avg Close Range
Q3 2022
Shares 4,668 Value ($000) $336 Avg Close Range
Q2 2022
Shares 4,668 Value ($000) $339 Avg Close Range
Q1 2022
Shares 4,031 Value ($000) $308 Avg Close Range
Q4 2021
Shares 3,963 Value ($000) $220 Avg Close Range
Q3 2021
Shares 3,922 Value ($000) $204 Avg Close Range
Q2 2021
Shares 3,922 Value ($000) $194 Avg Close Range
Q1 2021
Shares 1,122 Value ($000) $55 Avg Close Range
Q4 2020
Shares 1,122 Value ($000) $43 Avg Close Range
Q1 2020
Shares 1,032 Value ($000) $30 Avg Close Range