KCFA
Key Client Fiduciary Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.27M | Buy |
11,762
+431
| +4% | +$266K | 2.94% | 6 |
|
|
2025
Q1 | $6.34M | Buy |
11,331
+570
| +5% | +$319K | 2.88% | 6 |
|
|
2024
Q4 | $6.31M | Buy |
10,761
+402
| +4% | +$236K | 2.78% | 7 |
|
|
2024
Q3 | $5.94M | Buy |
10,359
+700
| +7% | +$402K | 2.66% | 6 |
|
|
2024
Q2 | $5.26M | Buy |
9,659
+760
| +9% | +$414K | 2.61% | 8 |
|
|
2024
Q1 | $4.66M | Buy |
8,899
+55
| +0.6% | +$28.8K | 2.47% | 9 |
|
|
2023
Q4 | $4.2M | Buy |
8,844
+548
| +7% | +$260K | 2.44% | 8 |
|
|
2023
Q3 | $3.55M | Buy |
8,296
+1,046
| +14% | +$447K | 2.18% | 8 |
|
|
2023
Q2 | $3.21M | Buy |
7,250
+478
| +7% | +$212K | 1.87% | 11 |
|
|
2023
Q1 | $2.77M | Buy |
6,772
+266
| +4% | +$109K | 1.73% | 12 |
|
|
2022
Q4 | $2.49M | Buy |
6,506
+2,154
| +49% | +$824K | 1.68% | 14 |
|
|
2022
Q3 | $1.55M | Buy |
4,352
+305
| +8% | +$109K | 1.41% | 15 |
|
|
2022
Q2 | $1.53M | Sell |
4,047
-476
| -11% | -$180K | 1.49% | 17 |
|
|
2022
Q1 | $2.04M | Buy |
4,523
+234
| +5% | +$106K | 1.61% | 16 |
|
|
2021
Q4 | $2.04M | Buy |
+4,289
| New | +$2.04M | 1.68% | 15 |
|