Kelly Financial Services’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Kelly Financial Services’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.94M	Buy	2,595 +118	+5%	+$85.6K	0.41%	37
2026 Q1	$1.61M	Sell	2,477 -229	-8%	-$156K	0.39%	39
2025 Q4	$1.85M	Sell	2,706 -214	-7%	-$145K	0.46%	32
2025 Q3	$1.95M	Buy	2,920 +562	+24%	+$360K	0.5%	33
2025 Q2	$1.46M	Buy	2,358 +215	+10%	+$123K	0.43%	33
2025 Q1	$1.2M	Sell	2,143 -1,468	-41%	-$863K	0.42%	33
2024 Q4	$2.12M	Sell	3,611 -2,033	-36%	-$1.2M	0.76%	27
2024 Q3	$3.24M	Buy	5,644 +546	+11%	+$302K	1.19%	20
2024 Q2	$2.77M	Sell	5,098 -1,533	-23%	-$802K	0.99%	23
2024 Q1	$3.47M	Sell	6,631 -618	-9%	-$308K	1.33%	18
2023 Q4	$3.45M	Sell	7,249 -199	-3%	-$88.6K	1.39%	15
2023 Q3	$3.18M	Buy	7,448 +166	+2%	+$73.8K	1.46%	16
2023 Q2	$3.23M	Buy	7,282 +2,099	+40%	+$881K	1.53%	14
2023 Q1	$2.12M	Buy	5,183 +2,035	+65%	+$812K	1.07%	17
2022 Q4	$1.2M	Buy	3,148 +1,602	+104%	+$616K	0.63%	26
2022 Q3	$552K	Sell	1,546 -419	-21%	-$166K	0.32%	37
2022 Q2	$741K	Sell	1,965 -668	-25%	-$274K	0.39%	35
2022 Q1	$1.19M	Buy	2,633 +265	+11%	+$118K	0.54%	24
2021 Q4	$1.12M	Buy	2,368 +276	+13%	+$127K	0.52%	23
2021 Q3	$898K	Sell	2,092 -666,110	-100%	-$294M	0.51%	19
2021 Q2	$1.56M	Buy	668,202 +666,972	+54,225%	+$278M	0.06%	91
2021 Q1	$487K	Sell	1,230 -250	-17%	-$96.4K	0.3%	22
2020 Q4	$553K	Buy	1,480 +250	+20%	+$88.7K	0.38%	14
2020 Q3	$412K	Sell	1,230 -46	-4%	-$15.2K	0.3%	14
2020 Q2	$393K	Hold	1,276	–	–	0.31%	17
2020 Q1	$329K	Buy	1,276 +132	+12%	+$40.3K	0.41%	13
2019 Q4	$368K	Hold	1,144	–	–	0.28%	16
2019 Q3	$340K	Hold	1,144	–	–	0.31%	15
2019 Q2	$335K	Hold	1,144	–	–	0.3%	15
2019 Q1	$323K	Buy	+1,144	New	+$311K	0.36%	17

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Kelly Financial Services's SPY Position: Q2 2026 in Review

Kelly Financial Services increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.8% in Q2 2026, buying an estimated $85.6K and bringing the position to 2,595 shares worth $1.94M. The position accounts for 0.41% of the portfolio, ranked #37.

Kelly Financial Services first reported a position in SPY in Q1 2019 and has held it in 30 quarters since. The position peaked at $3.47M in Q1 2024. 2,178 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Kelly Financial Services held 2,595 shares of State Street SPDR S&P 500 ETF Trust worth $1.94M as of Q2 2026.
Kelly Financial Services bought 118 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $85.6K.
State Street SPDR S&P 500 ETF Trust made up 0.41% of Kelly Financial Services's portfolio in Q2 2026, its #37 holding.
Kelly Financial Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2019 and has held it in 30 quarters since.
Kelly Financial Services's State Street SPDR S&P 500 ETF Trust position peaked at $3.47M in Q1 2024.
2,178 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Kelly Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.