KCFA
Key Client Fiduciary Advisors’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.17M | Buy |
29,816
+3,282
| +12% | +$239K | 0.88% | 26 |
|
|
2025
Q1 | $1.74M | Buy |
26,534
+6,631
| +33% | +$436K | 0.79% | 30 |
|
|
2024
Q4 | $1.37M | Buy |
19,903
+1,114
| +6% | +$76.8K | 0.6% | 40 |
|
|
2024
Q3 | $1.27M | Buy |
18,789
+5,342
| +40% | +$361K | 0.57% | 40 |
|
|
2024
Q2 | $861K | Buy |
13,447
+5,007
| +59% | +$320K | 0.43% | 56 |
|
|
2024
Q1 | $519K | Buy |
8,440
+1,383
| +20% | +$85.1K | 0.28% | 82 |
|
|
2023
Q4 | $394K | Buy |
7,057
+1,207
| +21% | +$67.5K | 0.23% | 110 |
|
|
2023
Q3 | $294K | Buy |
5,850
+1,492
| +34% | +$75K | 0.18% | 127 |
|
|
2023
Q2 | $227K | Buy |
+4,358
| New | +$227K | 0.13% | 151 |
|