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

Key Client Fiduciary Advisors’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-600	Closed	-$409K	–	228
2025 Q4	$409K	Buy	+600	New	+$406K	0.14%	126
2024 Q1	–	Sell	-1,500	Closed	-$713K	–	193
2023 Q4	$713K	Buy	+1,500	New	+$668K	0.41%	54
2023 Q2	–	Sell	-6,500	Closed	-$2.66K	–	183
2023 Q1	$2.66K	Buy	6,500 +3,400	+110%	+$1.36M	﹤0.01%	167
2022 Q4	$1.19M	Sell	3,100 -5,400	-64%	-$2.08M	0.8%	33
2022 Q3	$3.04M	Buy	+8,500	New	+$3.38M	2.75%	11

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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.