Key Client Fiduciary Advisors, LLC Spdr S&P 500 ETF Trust Transaction History

Key Client Fiduciary Advisors, LLC

$203 Million
Q4 2024

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 10,761 shares of SPY stock, worth $6.51 Million. This represents 3.11% of its overall portfolio holdings.

Number of Shares

10,761

Previous 10,359 3.88%

Holding current value

$6.51 Million

Previous $5.94 Million 6.09%

% of portfolio

3.11%

Previous 2.96%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$567.81 - $607.81 $228,259 - $244,339	402 Added 3.88%	10,761 $6.31 Million
Q3 2024 Oct 18, 2024	BUY	$517.38 - $573.86 $362,166 - $401,702	700 Added 7.25%	10,359 $5.94 Million
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

# of Institutions

4,656

Shares Held

579M

Call Options Held

285M

Put Options Held

684M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

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Key Client Fiduciary Advisors, LLC Spdr S&P 500 ETF Trust Transaction History