Kiely Wealth Advisory Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Kiely Wealth Advisory Group’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
2024 Q4	$233K	Hold	385	–	–	0.15%	56
2024 Q3	$230K	Hold	385	–	–	0.15%	54
2024 Q2	$204K	Buy	385 +110	+40%	+$57.6K	0.11%	43
2024 Q1	$140K	Sell	275 -256	-48%	-$127K	0.08%	56
2023 Q4	$260K	Buy	+531	New	+$237K	0.15%	38

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kiely Wealth Advisory Group's SPY Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q4 2024 at 385 shares worth $233K. The position accounts for 0.15% of the portfolio, ranked #56.

Kiely Wealth Advisory Group first reported a position in SPY in Q4 2023 and has held it in 5 quarters since. The position peaked at $260K in Q4 2023. 4,228 funds tracked by Wall St. Rank hold SPY as of Q4 2024.

Kiely Wealth Advisory Group held 385 shares of State Street SPDR S&P 500 ETF Trust worth $233K as of Q4 2024.
Kiely Wealth Advisory Group left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q4 2024.
State Street SPDR S&P 500 ETF Trust made up 0.15% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #56 holding.
Kiely Wealth Advisory Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 5 quarters since.
Kiely Wealth Advisory Group's State Street SPDR S&P 500 ETF Trust position peaked at $260K in Q4 2023.
4,228 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.