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

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Benin Management Corp Wilton, Connecticut $494M AUM 25.95% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return