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Keystone Financial Group (Kentucky)’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Keystone Financial Group (Kentucky)’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 		$78.6M Sell
115,948
-1,695
-1% -$1.15M 5.38% 2
2025
Q4 		$80.2M Sell
117,643
-46,042
-28% -$31.1M 5.93% 2
2025
Q3 		$110M Buy
163,685
+43,541
+36% +$27.9M 8.38% 1
2025
Q2 		$74.3M Sell
120,144
-5,457
-4% -$3.12M 6.7% 1
2025
Q1 		$70.3M Buy
125,601
+617
+0.5% +$363K 7.15% 2
2024
Q4 		$73.3M Sell
124,984
-2,863
-2% -$1.69M 7.2% 2
2024
Q3 		$73.4M Buy
+127,847
New +$70.7M 9.39% 1
2024
Q2 		– Sell
-138,467
Closed -$72.4M – 295
2024
Q1 		$72.4M Buy
138,467
+4,806
+4% +$2.39M 10.55% 1
2023
Q4 		$63.5M Sell
133,661
-2,426
-2% -$1.08M 11.05% 1
2023
Q3 		$58.2M Sell
136,087
-596
-0.4% -$265K 9.74% 1
2023
Q2 		$60.6M Buy
+136,683
New +$57.4M 10.3% 1
2022
Q4 		$50.4M Sell
131,908
-473
-0.4% -$182K 9.96% 1
2022
Q3 		$47.3M Buy
132,381
+4,479
+4% +$1.78M 9.59% 1
2022
Q2 		$48.3M Sell
127,902
-5,057
-4% -$2.07M 9.56% 1
2022
Q1 		$60M Sell
132,959
-666
-0.5% -$297K 10.2% 1
2021
Q4 		$63.5M Sell
133,625
-1,332
-1% -$611K 10.41% 1
2021
Q3 		$57.9M Buy
134,957
+91
+0.1% +$40.1K 10.48% 1
2021
Q2 		$57.7M Buy
134,866
+124
+0.1% +$51.8K 10.46% 1
2021
Q1 		$53.4M Buy
134,742
+177
+0.1% +$68.3K 10.4% 1
2020
Q4 		$50.3M Sell
134,565
-5,313
-4% -$1.88M 10.46% 1
2020
Q3 		$46.8M Buy
139,878
+1,149
+0.8% +$381K 11.5% 1
2020
Q2 		$42.8M Buy
138,729
+925
+0.7% +$271K 11.62% 1
2020
Q1 		$35.5M Buy
137,804
+14,510
+12% +$4.43M 11.77% 1
2019
Q4 		$39.7M Buy
123,294
+4,475
+4% +$1.38M 10.66% 1
2019
Q3 		$35.3M Buy
118,819
+21,468
+22% +$6.34M 10.85% 1
2019
Q2 		$28.5M Buy
97,351
+31,940
+49% +$9.2M 9.28% 1
2019
Q1 		$18.5M Buy
65,411
+34,740
+113% +$9.44M 6.57% 1
2018
Q4 		$7.67M Buy
30,671
+73
+0.2% +$19.7K 3.46% 3
2018
Q3 		$8.93M Buy
30,598
+24,264
+383% +$6.91M 3.65% 3
2018
Q2 		$1.72M Buy
6,334
+191
+3% +$51.6K 0.96% 31
2018
Q1 		$1.58M Sell
6,143
-7,076
-54% -$1.93M 0.88% 30
2017
Q4 		$3.13M Buy
+13,219
New +$3.44M 1.95% 12

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s SPY Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.4% in Q1 2026, selling an estimated $1.15M and leaving 115,948 shares worth $78.6M. The position accounts for 5.38% of the portfolio, ranked #2.

Keystone Financial Group (Kentucky) first reported a position in SPY in Q4 2017 and has held it in 32 quarters since. The position peaked at $110M in Q3 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Keystone Financial Group (Kentucky) held 115,948 shares of State Street SPDR S&P 500 ETF Trust worth $78.6M as of Q1 2026.
  • Keystone Financial Group (Kentucky) sold 1,695 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $1.15M.
  • State Street SPDR S&P 500 ETF Trust made up 5.38% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #2 holding.
  • Keystone Financial Group (Kentucky) first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2017 and has held it in 32 quarters since.
  • Keystone Financial Group (Kentucky)'s State Street SPDR S&P 500 ETF Trust position peaked at $110M in Q3 2025.
  • 4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.