Key Financial Inc’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Hold |
1,953
| – | – | 0.24% | 77 |
|
|
2025
Q1 | $1.09M | Buy |
1,953
+292
| +18% | +$163K | 0.24% | 74 |
|
|
2024
Q4 | $973K | Buy |
1,661
+141
| +9% | +$82.6K | 0.22% | 84 |
|
|
2024
Q3 | $872K | Sell |
1,520
-36
| -2% | -$20.7K | 0.19% | 99 |
|
|
2024
Q2 | $847K | Hold |
1,556
| – | – | 0.2% | 89 |
|
|
2024
Q1 | $814K | Sell |
1,556
-10
| -0.6% | -$5.23K | 0.21% | 89 |
|
|
2023
Q4 | $744K | Sell |
1,566
-73
| -4% | -$34.7K | 0.2% | 92 |
|
|
2023
Q3 | $700K | Buy |
1,639
+8
| +0.5% | +$3.42K | 0.24% | 82 |
|
|
2023
Q2 | $723K | Hold |
1,631
| – | – | 0.24% | 80 |
|
|
2023
Q1 | $668K | Buy |
1,631
+63
| +4% | +$25.8K | 0.24% | 80 |
|
|
2022
Q4 | $560K | Hold |
1,568
| – | – | 0.26% | 71 |
|
|
2022
Q3 | $560K | Sell |
1,568
-44
| -3% | -$15.7K | 0.26% | 71 |
|
|
2022
Q2 | $615K | Buy |
1,612
+646
| +67% | +$246K | 0.33% | 56 |
|
|
2022
Q1 | $436K | Hold |
966
| – | – | 0.22% | 85 |
|
|
2021
Q4 | $459K | Sell |
966
-70
| -7% | -$33.3K | 0.23% | 82 |
|
|
2021
Q3 | $445K | Buy |
1,036
+130
| +14% | +$55.8K | 0.25% | 78 |
|
|
2021
Q2 | $397K | Hold |
906
| – | – | 0.22% | 94 |
|
|
2021
Q1 | $359K | Hold |
906
| – | – | 0.24% | 85 |
|
|
2020
Q4 | $339K | Buy |
906
+195
| +27% | +$73K | 0.25% | 78 |
|
|
2020
Q3 | $238K | Buy |
+711
| New | +$238K | 0.24% | 94 |
|
|
2020
Q2 | – | Sell |
-158
| Closed | -$41K | – | 548 |
|
|
2020
Q1 | $41K | Buy |
+158
| New | +$41K | 0.04% | 236 |
|