Key Financial Inc’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Key Financial Inc’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	$1.43M	Buy	2,204 +121	+6%	+$82.3K	0.26%	77
2025 Q4	$1.42M	Hold	2,083	–	–	0.26%	76
2025 Q3	$1.39M	Buy	2,083 +130	+7%	+$83.3K	0.26%	76
2025 Q2	$1.21M	Hold	1,953	–	–	0.24%	77
2025 Q1	$1.09M	Buy	1,953 +292	+18%	+$172K	0.24%	74
2024 Q4	$973K	Buy	1,661 +141	+9%	+$83.1K	0.22%	84
2024 Q3	$872K	Sell	1,520 -36	-2%	-$19.9K	0.19%	99
2024 Q2	$847K	Hold	1,556	–	–	0.2%	89
2024 Q1	$814K	Sell	1,556 -10	-0.6%	-$4.98K	0.21%	89
2023 Q4	$744K	Sell	1,566 -73	-4%	-$32.5K	0.2%	92
2023 Q3	$700K	Buy	1,639 +8	+0.5%	+$3.56K	0.24%	82
2023 Q2	$723K	Hold	1,631	–	–	0.24%	80
2023 Q1	$668K	Buy	1,631 +63	+4%	+$25.1K	0.24%	80
2022 Q4	$560K	Hold	1,568	–	–	0.26%	71
2022 Q3	$560K	Sell	1,568 -44	-3%	-$17.5K	0.26%	71
2022 Q2	$615K	Buy	1,612 +646	+67%	+$265K	0.33%	56
2022 Q1	$436K	Hold	966	–	–	0.22%	85
2021 Q4	$459K	Sell	966 -70	-7%	-$32.1K	0.23%	82
2021 Q3	$445K	Buy	1,036 +130	+14%	+$57.3K	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%	+$69.2K	0.25%	78
2020 Q3	$238K	Buy	+711	New	+$236K	0.24%	94
2020 Q2	–	Sell	-158	Closed	-$41K	–	548
2020 Q1	$41K	Buy	+158	New	+$48.2K	0.04%	236

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Key Financial Inc's SPY Position: Q1 2026 in Review

Key Financial Inc increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 5.8% in Q1 2026, buying an estimated $82.3K and bringing the position to 2,204 shares worth $1.43M. The position accounts for 0.26% of the portfolio, ranked #77.

Key Financial Inc first reported a position in SPY in Q1 2020 and has held it in 24 quarters since. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Key Financial Inc held 2,204 shares of State Street SPDR S&P 500 ETF Trust worth $1.43M as of Q1 2026.
Key Financial Inc bought 121 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $82.3K.
State Street SPDR S&P 500 ETF Trust made up 0.26% of Key Financial Inc's portfolio in Q1 2026, its #77 holding.
Key Financial Inc first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2020 and has held it in 24 quarters since.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.