A detailed history of Key Client Fiduciary Advisors, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Key Client Fiduciary Advisors, LLC holds 9,659 shares of SPY stock, worth $5.49 Million. This represents 2.89% of its overall portfolio holdings.

Number of Shares
9,659
Previous 8,899 8.54%
Holding current value
$5.49 Million
Previous $4.65 Million 12.94%
% of portfolio
2.89%
Previous 2.76%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024

BUY
$495.16 - $548.49 $376,321 - $416,852
760 Added 8.54%
9,659 $5.26 Million
Q1 2024

Apr 15, 2024

BUY
$467.28 - $523.17 $25,700 - $28,774
55 Added 0.62%
8,899 $4.65 Million
Q4 2023

Jan 09, 2024

BUY
$410.68 - $476.69 $225,052 - $261,226
548 Added 6.61%
8,844 $4.2 Million
Q3 2023

Nov 14, 2023

BUY
$425.88 - $457.79 $445,470 - $478,848
1,046 Added 14.43%
8,296 $3.55 Million
Q2 2023

Jul 13, 2023

BUY
$404.36 - $443.28 $193,284 - $211,887
478 Added 7.06%
7,250 $3.21 Million
Q1 2023

Apr 25, 2023

BUY
$379.5 - $416.78 $100,947 - $110,863
266 Added 4.09%
6,772 $2.77 Million
Q4 2022

Jan 17, 2023

BUY
$357.63 - $407.42 $770,335 - $877,582
2,154 Added 49.49%
6,506 $0
Q3 2022

Oct 12, 2022

BUY
$357.18 - $429.7 $108,939 - $131,058
305 Added 7.54%
4,352 $1.55 Million
Q2 2022

Jul 19, 2022

SELL
$365.86 - $456.8 $174,149 - $217,436
-476 Reduced 10.52%
4,047 $1.53 Million
Q1 2022

Apr 18, 2022

BUY
$416.25 - $477.71 $97,402 - $111,784
234 Added 5.46%
4,523 $2.04 Million
Q4 2021

Mar 01, 2022

BUY
$428.64 - $477.48 $1.84 Million - $2.05 Million
4,289 New
4,289 $2.04 Million

Others Institutions Holding SPY

About SPDR S&P 500 ETF TRUST


  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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