Keystone Global Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Keystone Global Partners’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 Q3	$979K	Hold	1,284	–	–	0.35%	39
2026 Q2	$959K	Hold	1,284	–	–	0.36%	37
2026 Q1	$835K	Hold	1,284	–	–	0.37%	39
2025 Q4	$875K	Hold	1,284	–	–	0.39%	39
2025 Q3	$855K	Hold	1,284	–	–	0.44%	37
2025 Q2	$794K	Sell	1,284 -2	-0.2%	-$1.14K	0.43%	36
2025 Q1	$720K	Buy	+1,286	New	+$756K	0.5%	35

Other funds holding SPY

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return

Keystone Global Partners's SPY Position: Q3 2026 in Review

Keystone Global Partners held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2026 at 1,284 shares worth $979K. The position accounts for 0.35% of the portfolio, ranked #39.

Keystone Global Partners first reported a position in SPY in Q1 2025 and has held it in 7 quarters since. 1,642 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Keystone Global Partners held 1,284 shares of State Street SPDR S&P 500 ETF Trust worth $979K as of Q3 2026.
Keystone Global Partners left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q3 2026.
State Street SPDR S&P 500 ETF Trust made up 0.35% of Keystone Global Partners's portfolio in Q3 2026, its #39 holding.
Keystone Global Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2025 and has held it in 7 quarters since.
1,642 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Keystone Global Partners's 13F filing for Q3 2026, filed 13 Oct 2026.