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 |
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|
2025
Q2 | $7.27M | Buy |
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|
2025
Q1 | $6.34M | Buy |
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|
2024
Q4 | $6.31M | Buy |
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|
2024
Q3 | $5.94M | Buy |
|
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|
2024
Q2 | $5.26M | Buy |
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|
2024
Q1 | $4.66M | Buy |
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|
2023
Q4 | $4.2M | Buy |
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|
2023
Q3 | $3.55M | Buy |
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|
2023
Q2 | $3.21M | Buy |
|
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|
2023
Q1 | $2.77M | Buy |
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|
2022
Q4 | $2.49M | Buy |
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|
2022
Q3 | $1.55M | Buy |
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|
2022
Q2 | $1.53M | Sell |
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|
2022
Q1 | $2.04M | Buy |
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|
2021
Q4 | $2.04M | Buy |
|