Key Client Fiduciary Advisors’s State Street 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
2026
Q2
$9.69M Buy
12,975
+581
+5% +$421K 2.79% 7
2026
Q1
$8.06M Buy
12,394
+32
+0.3% +$21.8K 2.74% 8
2025
Q4
$8.43M Buy
12,362
+166
+1% +$112K 2.87% 5
2025
Q3
$8.12M Buy
12,196
+434
+4% +$278K 2.69% 6
2025
Q2
$7.27M Buy
11,762
+431
+4% +$246K 2.94% 6
2025
Q1
$6.34M Buy
11,331
+570
+5% +$335K 2.88% 6
2024
Q4
$6.31M Buy
10,761
+402
+4% +$237K 2.78% 7
2024
Q3
$5.94M Buy
10,359
+700
+7% +$387K 2.66% 6
2024
Q2
$5.26M Buy
9,659
+760
+9% +$398K 2.61% 8
2024
Q1
$4.66M Buy
8,899
+55
+0.6% +$27.4K 2.47% 9
2023
Q4
$4.2M Buy
8,844
+548
+7% +$244K 2.44% 8
2023
Q3
$3.55M Buy
8,296
+1,046
+14% +$465K 2.18% 8
2023
Q2
$3.21M Buy
7,250
+478
+7% +$201K 1.87% 11
2023
Q1
$2.77M Buy
6,772
+266
+4% +$106K 1.73% 12
2022
Q4
$2.49M Buy
6,506
+2,154
+49% +$828K 1.68% 14
2022
Q3
$1.55M Buy
4,352
+305
+8% +$121K 1.41% 17
2022
Q2
$1.53M Sell
4,047
-476
-11% -$195K 1.49% 17
2022
Q1
$2.04M Buy
4,523
+234
+5% +$104K 1.61% 16
2021
Q4
$2.04M Buy
+4,289
New +$1.97M 1.68% 15

Other funds holding SPY

Key Client Fiduciary Advisors's SPY Position: Q2 2026 in Review

Key Client Fiduciary Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.7% in Q2 2026, buying an estimated $421K and bringing the position to 12,975 shares worth $9.69M. The position accounts for 2.79% of the portfolio, ranked #7.

Key Client Fiduciary Advisors first reported a position in SPY in Q4 2021 and has held it in 19 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Key Client Fiduciary Advisors held 12,975 shares of State Street SPDR S&P 500 ETF Trust worth $9.69M as of Q2 2026.
  • Key Client Fiduciary Advisors bought 581 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $421K.
  • State Street SPDR S&P 500 ETF Trust made up 2.79% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #7 holding.
  • Key Client Fiduciary Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 19 quarters since.
  • 4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.