Keel Point’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$51.1M Sell
78,628
-6,897
-8% -$4.69M 3.38% 5
2025
Q4
$58.3M Sell
85,525
-6,219
-7% -$4.2M 3.51% 4
2025
Q3
$61.1M Sell
91,744
-16,168
-15% -$10.4M 3.76% 3
2025
Q2
$66.7M Sell
107,912
-21,759
-17% -$12.4M 4.41% 3
2025
Q1
$72.5M Sell
129,671
-11,464
-8% -$6.74M 5.63% 2
2024
Q4
$82.7M Buy
141,135
+20,181
+17% +$11.9M 6.62% 2
2024
Q3
$69.4M Sell
120,954
-419
-0.3% -$232K 5.78% 2
2024
Q2
$65.8M Buy
121,373
+3,848
+3% +$2.01M 5.94% 2
2024
Q1
$61.5M Sell
117,525
-22,459
-16% -$11.2M 6.36% 2
2023
Q4
$66.5M Sell
139,984
-13,725
-9% -$6.11M 7.95% 2
2023
Q3
$65.7M Buy
153,709
+3,249
+2% +$1.45M 9.01% 2
2023
Q2
$66.7M Buy
150,460
+12,415
+9% +$5.21M 8.91% 2
2023
Q1
$56.5M Sell
138,045
-10,474
-7% -$4.18M 8.16% 2
2022
Q4
$56.8M Sell
148,519
-14,257
-9% -$5.48M 8.92% 2
2022
Q3
$58.1M Buy
162,776
+14,081
+9% +$5.59M 9.97% 2
2022
Q2
$62.5M Sell
148,695
-7,974
-5% -$3.27M 9.73% 2
2022
Q1
$70.8M Buy
156,669
+78,833
+101% +$35.1M 10.61% 1
2021
Q4
$37M Sell
77,836
-6,398
-8% -$2.94M 4.15% 5
2021
Q3
$36.1M Buy
84,234
+12,038
+17% +$5.31M 4.67% 3
2021
Q2
$30.9M Buy
72,196
+13,227
+22% +$5.52M 3.44% 6
2021
Q1
$23.4M Sell
58,969
-20,405
-26% -$7.87M 2.28% 8
2020
Q4
$29.7M Sell
79,374
-38,357
-33% -$13.6M 2.64% 8
2020
Q3
$39.4M Sell
117,731
-11,914
-9% -$3.95M 3.58% 6
2020
Q2
$40M Buy
129,645
+75,493
+139% +$22.1M 4.14% 5
2020
Q1
$14M Sell
54,152
-11,254
-17% -$3.43M 1.8% 12
2019
Q4
$21.1M Buy
65,406
+29,229
+81% +$9M 2.29% 9
2019
Q3
$10.7M Buy
36,177
+9,020
+33% +$2.67M 1.31% 14
2019
Q2
$7.96M Buy
27,157
+15,132
+126% +$4.36M 0.91% 21
2019
Q1
$3.4M Buy
12,025
+1,680
+16% +$456K 0.39% 32
2018
Q4
$2.58M Sell
10,345
-24,968
-71% -$6.73M 0.35% 32
2018
Q3
$10.3M Buy
35,313
+24,835
+237% +$7.07M 1.28% 20
2018
Q2
$2.84M Sell
10,478
-461
-4% -$124K 0.38% 28
2018
Q1
$2.88M Sell
10,939
-34,519
-76% -$9.42M 0.39% 26
2017
Q4
$12.1M Buy
45,458
+32,793
+259% +$8.53M 1.68% 13
2017
Q3
$3.18M Sell
12,665
-60
-0.5% -$14.8K 0.48% 27
2017
Q2
$3.08M Sell
12,725
-38,626
-75% -$9.26M 0.62% 27
2017
Q1
$12.1M Buy
51,351
+5,848
+13% +$1.36M 2.44% 8
2016
Q4
$10.2M Buy
45,503
+6,986
+18% +$1.53M 2.28% 8
2016
Q3
$8.33M Buy
38,517
+4,333
+13% +$937K 3.16% 5
2016
Q2
$7.16M Buy
34,184
+24,095
+239% +$5M 3.08% 5
2016
Q1
$2.07M Buy
10,089
+122
+1% +$23.8K 1.04% 16
2015
Q4
$2.03M Buy
9,967
+7,368
+283% +$1.51M 1.1% 17
2015
Q3
$498K Buy
2,599
+462
+22% +$93.7K 0.28% 56
2015
Q2
$451K Sell
2,137
-99
-4% -$20.8K 0.22% 66
2015
Q1
$462K Buy
+2,236
New +$461K 0.23% 62

Other funds holding SPY

Keel Point's SPY Position: Q1 2026 in Review

Keel Point reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 8.1% in Q1 2026, selling an estimated $4.69M and leaving 78,628 shares worth $51.1M. The position accounts for 3.38% of the portfolio, ranked #5.

Keel Point first reported a position in SPY in Q1 2015 and has held it in 45 quarters since. The position peaked at $82.7M in Q4 2024. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Keel Point held 78,628 shares of State Street SPDR S&P 500 ETF Trust worth $51.1M as of Q1 2026.
  • Keel Point sold 6,897 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $4.69M.
  • State Street SPDR S&P 500 ETF Trust made up 3.38% of Keel Point's portfolio in Q1 2026, its #5 holding.
  • Keel Point first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2015 and has held it in 45 quarters since.
  • Keel Point's State Street SPDR S&P 500 ETF Trust position peaked at $82.7M in Q4 2024.
  • 4,554 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.