SELECT SECTOR SPDR TR

Ticker: XLU CUSIP: 81369Y886 Class: SBI INT-UTILS

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

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

Q4 2025
Shares 5,074 Value ($000) $217 Avg Close Range
Q3 2025
Shares 2,237 Value ($000) $197 Avg Close Range
Q2 2025
Shares 2,237 Value ($000) $183 Avg Close Range
Q1 2025
Shares 2,540 Value ($000) $200 Avg Close Range
Q4 2024
Shares 1,954 Value ($000) $148 Avg Close Range
Q3 2024
Shares 1,954 Value ($000) $158 Avg Close Range
Q2 2024
Shares 1,954 Value ($000) $133 Avg Close Range
Q1 2024
Shares 1,954 Value ($000) $128 Avg Close Range
Q4 2023
Shares 1,954 Value ($000) $124 Avg Close Range
Q3 2023
Shares 1,954 Value ($000) $115 Avg Close Range
Q2 2023
Shares 1,940 Value ($000) $127 Avg Close Range
Q1 2023
Shares 1,940 Value ($000) $131 Avg Close Range
Q4 2022
Shares 1,940 Value ($000) $127 Avg Close Range
Q3 2022
Shares 1,940 Value ($000) $127 Avg Close Range
Q2 2022
Shares 1,940 Value ($000) $139 Avg Close Range
Q1 2022
Shares 1,940 Value ($000) $144 Avg Close Range
Q4 2021
Shares 1,940 Value ($000) $139 Avg Close Range
Q3 2021
Shares 1,940 Value ($000) $124 Avg Close Range
Q2 2021
Shares 1,940 Value ($000) $128 Avg Close Range
Q1 2021
Shares 1,940 Value ($000) $124 Avg Close Range
Q4 2020
Shares 1,940 Value ($000) $122 Avg Close Range
Q1 2020
Shares 1,940 Value ($000) $112 Avg Close Range