KCFA
Key Client Fiduciary Advisors’s SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $406K | Buy |
4,264
+615
| +17% | +$58.6K | 0.16% | 126 |
|
|
2025
Q1 | $293K | Buy |
3,649
+268
| +8% | +$21.5K | 0.13% | 148 |
|
|
2024
Q4 | $297K | Buy |
3,381
+113
| +3% | +$9.93K | 0.13% | 149 |
|
|
2024
Q3 | $271K | Buy |
3,268
+294
| +10% | +$24.4K | 0.12% | 156 |
|
|
2024
Q2 | $238K | Buy |
2,974
+163
| +6% | +$13.1K | 0.12% | 157 |
|
|
2024
Q1 | $206K | Buy |
+2,811
| New | +$206K | 0.11% | 174 |
|