KFS
Kelly Financial Services’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Buy |
2,358
+215
| +10% | +$133K | 0.43% | 33 |
|
|
2025
Q1 | $1.2M | Sell |
2,143
-1,468
| -41% | -$821K | 0.42% | 33 |
|
|
2024
Q4 | $2.12M | Sell |
3,611
-2,033
| -36% | -$1.19M | 0.76% | 27 |
|
|
2024
Q3 | $3.24M | Buy |
5,644
+546
| +11% | +$313K | 1.19% | 20 |
|
|
2024
Q2 | $2.77M | Sell |
5,098
-1,533
| -23% | -$834K | 0.99% | 23 |
|
|
2024
Q1 | $3.47M | Sell |
6,631
-618
| -9% | -$323K | 1.33% | 18 |
|
|
2023
Q4 | $3.45M | Sell |
7,249
-199
| -3% | -$94.6K | 1.39% | 15 |
|
|
2023
Q3 | $3.18M | Buy |
7,448
+166
| +2% | +$71K | 1.46% | 16 |
|
|
2023
Q2 | $3.23M | Buy |
7,282
+2,099
| +40% | +$930K | 1.53% | 14 |
|
|
2023
Q1 | $2.12M | Buy |
5,183
+2,035
| +65% | +$833K | 1.07% | 17 |
|
|
2022
Q4 | $1.2M | Buy |
3,148
+1,602
| +104% | +$613K | 0.63% | 26 |
|
|
2022
Q3 | $552K | Sell |
1,546
-419
| -21% | -$150K | 0.32% | 37 |
|
|
2022
Q2 | $741K | Sell |
1,965
-668
| -25% | -$252K | 0.39% | 35 |
|
|
2022
Q1 | $1.19M | Buy |
2,633
+265
| +11% | +$120K | 0.54% | 24 |
|
|
2021
Q4 | $1.12M | Buy |
2,368
+276
| +13% | +$131K | 0.52% | 23 |
|
|
2021
Q3 | $898K | Sell |
2,092
-666,110
| -100% | -$286M | 0.51% | 19 |
|
|
2021
Q2 | $1.56M | Buy |
668,202
+666,972
| +54,225% | +$1.56M | 0.06% | 91 |
|
|
2021
Q1 | $487K | Sell |
1,230
-250
| -17% | -$99.1K | 0.3% | 22 |
|
|
2020
Q4 | $553K | Buy |
1,480
+250
| +20% | +$93.5K | 0.38% | 14 |
|
|
2020
Q3 | $412K | Sell |
1,230
-46
| -4% | -$15.4K | 0.3% | 14 |
|
|
2020
Q2 | $393K | Hold |
1,276
| – | – | 0.31% | 17 |
|
|
2020
Q1 | $329K | Buy |
1,276
+132
| +12% | +$34K | 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 | +$323K | 0.36% | 17 |
|