KFSN
SPY icon

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

Keystone Financial Services (Nebraska)’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 		$282K Buy
378
+1
+0.3% +$725 0.17% 54
2026
Q1 		$245K Sell
377
-197
-34% -$134K 0.17% 50
2025
Q4 		$391K Sell
574
-113
-16% -$76.4K 0.27% 40
2025
Q3 		$457K Buy
687
+1
+0.1% +$641 0.32% 38
2025
Q2 		$424K Buy
686
+31
+5% +$17.7K 0.32% 40
2025
Q1 		$366K Buy
655
+200
+44% +$118K 0.31% 40
2024
Q4 		$267K Buy
+455
New +$268K 0.24% 38

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAI
Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

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

Keystone Financial Services (Nebraska) increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.27% in Q2 2026, buying an estimated $725 and bringing the position to 378 shares worth $282K. The position accounts for 0.17% of the portfolio, ranked #54.

Keystone Financial Services (Nebraska) first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. The position peaked at $457K in Q3 2025. 2,408 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Keystone Financial Services (Nebraska) held 378 shares of State Street SPDR S&P 500 ETF Trust worth $282K as of Q2 2026.
  • Keystone Financial Services (Nebraska) bought 1 State Street SPDR S&P 500 ETF Trust share in Q2 2026, an estimated $725.
  • State Street SPDR S&P 500 ETF Trust made up 0.17% of Keystone Financial Services (Nebraska)'s portfolio in Q2 2026, its #54 holding.
  • Keystone Financial Services (Nebraska) first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
  • Keystone Financial Services (Nebraska)'s State Street SPDR S&P 500 ETF Trust position peaked at $457K in Q3 2025.
  • 2,408 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Keystone Financial Services (Nebraska)'s 13F filing for Q2 2026, filed 24 Jul 2026.