A detailed history of Kelly Financial Services LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Kelly Financial Services LLC holds 5,644 shares of SPY stock, worth $3.36 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares
5,644
Previous 5,098 10.71%
Holding current value
$3.36 Million
Previous $2.77 Million 16.73%
% of portfolio
1.25%
Previous 1.04%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

BUY
$517.38 - $573.86 $282,489 - $313,327
546 Added 10.71%
5,644 $3.24 Million
Q2 2024

Aug 12, 2024

SELL
$495.16 - $548.49 $759,080 - $840,835
-1,533 Reduced 23.12%
5,098 $2.77 Million
Q1 2024

Jul 17, 2024

SELL
$467.28 - $523.17 $288,779 - $323,319
-618 Reduced 8.53%
6,631 $3.47 Million
Q4 2023

Jul 17, 2024

SELL
$410.68 - $476.69 $81,725 - $94,861
-199 Reduced 2.67%
7,249 $3.45 Billion
Q3 2023

Jul 17, 2024

BUY
$425.88 - $457.79 $70,696 - $75,993
166 Added 2.28%
7,448 $3.18 Billion
Q2 2023

Jul 17, 2024

BUY
$404.36 - $443.28 $848,751 - $930,444
2,099 Added 40.5%
7,282 $3.23 Billion
Q1 2023

Jul 17, 2024

BUY
$379.5 - $416.78 $772,282 - $848,147
2,035 Added 64.64%
5,183 $2.12 Billion
Q4 2022

Jul 17, 2024

BUY
$357.63 - $407.42 $572,923 - $652,686
1,602 Added 103.62%
3,148 $1.2 Billion
Q3 2022

Jul 17, 2024

SELL
$357.18 - $429.7 $149,658 - $180,044
-419 Reduced 21.32%
1,546 $552 Million
Q2 2022

Jul 17, 2024

SELL
$365.86 - $456.8 $244,394 - $305,142
-668 Reduced 25.37%
1,965 $741 Million
Q1 2022

Jul 17, 2024

BUY
$416.25 - $477.71 $110,306 - $126,593
265 Added 11.19%
2,633 $1.19 Billion
Q4 2021

Jul 17, 2024

BUY
$428.64 - $477.48 $118,304 - $131,784
276 Added 13.19%
2,368 $1.12 Billion
Q3 2021

Jul 17, 2024

SELL
$424.97 - $453.19 $283 Million - $302 Million
-666,110 Reduced 99.69%
2,092 $898 Million
Q2 2021

Jul 17, 2024

BUY
$400.61 - $428.06 $267 Million - $286 Million
666,972 Added 54225.37%
668,202 $1.56 Million
Q1 2021

Jul 17, 2024

SELL
$368.79 - $397.26 $92,197 - $99,315
-250 Reduced 16.89%
1,230 $487 Million
Q4 2020

Jul 17, 2024

BUY
$326.54 - $373.88 $81,635 - $93,470
250 Added 20.33%
1,480 $553 Million
Q3 2020

Jul 17, 2024

SELL
$310.52 - $357.7 $14,283 - $16,454
-46 Reduced 3.61%
1,230 $412 Million
Q1 2020

Jul 17, 2024

BUY
$222.95 - $338.34 $29,429 - $44,660
132 Added 11.54%
1,276 $329 Million
Q1 2019

Jul 17, 2024

BUY
$244.21 - $284.73 $279,376 - $325,731
1,144 New
1,144 $323 Million

Others Institutions Holding SPY

About SPDR S&P 500 ETF TRUST


  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
Track This Portfolio

Track Kelly Financial Services LLC Portfolio

Follow Kelly Financial Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kelly Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kelly Financial Services LLC with notifications on news.