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

Keystone Financial Services (Colorado)’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 Q2	$717K	Sell	961 -280	-23%	-$203K	0.18%	57
2026 Q1	$807K	Buy	1,241 +215	+21%	+$146K	0.24%	50
2025 Q4	$700K	Sell	1,026 -8	-0.8%	-$5.41K	0.21%	57
2025 Q3	$689K	Buy	1,034 +1	+0.1%	+$641	0.21%	56
2025 Q2	$638K	Hold	1,033	–	–	0.22%	56
2025 Q1	$578K	Sell	1,033 -7	-0.7%	-$4.11K	0.22%	57
2024 Q4	$610K	Buy	1,040 +2	+0.2%	+$1.18K	0.23%	49
2024 Q3	$596K	Buy	1,038 +131	+14%	+$72.4K	0.23%	49
2024 Q2	$494K	Sell	907 -33	-4%	-$17.3K	0.2%	53
2024 Q1	$491K	Hold	940	–	–	0.21%	56
2023 Q4	$447K	Hold	940	–	–	0.21%	53
2023 Q3	$402K	Sell	940 -11	-1%	-$4.89K	0.21%	50
2023 Q2	$422K	Hold	951	–	–	0.22%	48
2023 Q1	$389K	Hold	951	–	–	0.21%	49
2022 Q4	$387K	Hold	951	–	–	0.21%	52
2022 Q3	$361K	Sell	951 -3	-0.3%	-$1.19K	0.21%	57
2022 Q2	$389K	Hold	954	–	–	0.21%	53
2022 Q1	$379K	Sell	954 -4	-0.4%	-$1.78K	0.22%	53
2021 Q4	$455K	Buy	+958	New	+$440K	0.23%	48

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Keystone Financial Services (Colorado)'s SPY Position: Q2 2026 in Review

Keystone Financial Services (Colorado) reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 23% in Q2 2026, selling an estimated $203K and leaving 961 shares worth $717K. The position accounts for 0.18% of the portfolio, ranked #57.

Keystone Financial Services (Colorado) first reported a position in SPY in Q4 2021 and has held it in 19 quarters since. The position peaked at $807K in Q1 2026. 4,658 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Keystone Financial Services (Colorado) held 961 shares of State Street SPDR S&P 500 ETF Trust worth $717K as of Q2 2026.
Keystone Financial Services (Colorado) sold 280 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $203K.
State Street SPDR S&P 500 ETF Trust made up 0.18% of Keystone Financial Services (Colorado)'s portfolio in Q2 2026, its #57 holding.
Keystone Financial Services (Colorado) first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 19 quarters since.
Keystone Financial Services (Colorado)'s State Street SPDR S&P 500 ETF Trust position peaked at $807K in Q1 2026.
4,658 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.