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 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 $1.56T 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

Keystone Financial Services (Colorado)'s SPY Position: Q1 2026 in Review

Keystone Financial Services (Colorado) increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 21% in Q1 2026, buying an estimated $146K and bringing the position to 1,241 shares worth $807K. The position accounts for 0.24% of the portfolio, ranked #50.

Keystone Financial Services (Colorado) first reported a position in SPY in Q4 2021 and has held it in 18 quarters since. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Keystone Financial Services (Colorado) held 1,241 shares of State Street SPDR S&P 500 ETF Trust worth $807K as of Q1 2026.
Keystone Financial Services (Colorado) bought 215 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $146K.
State Street SPDR S&P 500 ETF Trust made up 0.24% of Keystone Financial Services (Colorado)'s portfolio in Q1 2026, its #50 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 18 quarters since.
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 Services (Colorado)'s 13F filing for Q1 2026, filed 6 May 2026.