Key Capital Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Key Capital Management’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 Q3	$3.62M	Buy	4,720 +2,989	+173%	+$2.27M	1.33%	17
2026 Q2	$1.29M	Sell	1,731 -54	-3%	-$39.2K	0.67%	26
2026 Q1	$1.16M	Buy	1,785 +91	+5%	+$61.9K	0.77%	22
2025 Q4	$1.16M	Buy	+1,694	New	+$1.14M	1.14%	18

Other funds holding SPY

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Key Capital Management's SPY Position: Q3 2026 in Review

Key Capital Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 173% in Q3 2026, buying an estimated $2.27M and bringing the position to 4,720 shares worth $3.62M. The position accounts for 1.33% of the portfolio, ranked #17.

Key Capital Management first reported a position in SPY in Q4 2025 and has held it in 4 quarters since. 2,744 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Key Capital Management held 4,720 shares of State Street SPDR S&P 500 ETF Trust worth $3.62M as of Q3 2026.
Key Capital Management bought 2,989 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $2.27M.
State Street SPDR S&P 500 ETF Trust made up 1.33% of Key Capital Management's portfolio in Q3 2026, its #17 holding.
Key Capital Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2025 and has held it in 4 quarters since.
2,744 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.