Key Client Fiduciary Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$8.12M Buy
2025
Q2
$7.27M Buy
2025
Q1
$6.34M Buy
2024
Q4
$6.31M Buy
2024
Q3
$5.94M Buy
2024
Q2
$5.26M Buy
2024
Q1
$4.66M Buy
2023
Q4
$4.2M Buy
2023
Q3
$3.55M Buy
2023
Q2
$3.21M Buy
2023
Q1
$2.77M Buy
2022
Q4
$2.49M Buy
2022
Q3
$1.55M Buy
2022
Q2
$1.53M Sell
2022
Q1
$2.04M Buy
2021
Q4
$2.04M Buy