KFS
Kelly Financial Services’s SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $911K | Buy |
+9,558
| New | +$911K | 0.27% | 41 |
|
|
2025
Q1 | – | Sell |
-33,720
| Closed | -$2.96M | – | 131 |
|
|
2024
Q4 | $2.96M | Buy |
+33,720
| New | +$2.96M | 1.07% | 23 |
|
|
2024
Q3 | – | Sell |
-14,997
| Closed | -$1.2M | – | 672 |
|
|
2024
Q2 | $1.2M | Buy |
+14,997
| New | +$1.2M | 0.43% | 37 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 790 |
|
|
2023
Q4 | – | Sell |
-11,554
| Closed | -$685K | – | 784 |
|
|
2023
Q3 | $685K | Buy |
+11,554
| New | +$685K | 0.31% | 47 |
|
|
2022
Q1 | – | Sell |
-3,738
| Closed | -$271K | – | 704 |
|
|
2021
Q4 | $271K | Buy |
+3,738
| New | +$271K | 0.12% | 63 |
|