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Key Client Fiduciary Advisors, LLC → SPY
Key Client Fiduciary Advisors, LLC SPY Position History
State Street SPDR S&P 500 ETF Trust • Financial Services
Quarters held
6
Latest value
$9.9M
Q3 2026
Peak value
$9.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $136K |
| Q4 2025 | $409K |
| Q4 2025 | $8.4M |
| Q1 2026 | $8.1M |
| Q2 2026 | $9.7M |
| Q3 2026 | $9.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.9M | 12.9K | — | — |
| Q2 2026 | $9.7M | 13.0K | — | — |
| Q1 2026 | $8.1M | 12.4K | — | — |
| Q4 2025 | $8.4M | 12.4K | — | — |
| Q4 2025 | $409K | 600 | — | — |
| Q4 2025 | $136K | 200 | — | — |
Other funds holding SPY
$21.9B
$21.7B
$21.7B
$20.7B
$19.6B
$19.6B
$19.4B
$19.3B