Key Client Fiduciary Advisors, LLC SPY Holdings History
Key Client Fiduciary Advisors, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-06-30, Key Client Fiduciary Advisors, LLC held 11,762.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $7.27 Mil. This investment constitutes 2.94% of their stock portfolio, and Key Client Fiduciary Advisors, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2021Q4. And since then Key Client Fiduciary Advisors, LLC has made 13 purchases of SPY, at an average price of $462.48, for a total of 12,238.00 shares. In addition, there have been 1 sales at an average price of $408.80 for 476.00 shares. Based on historical transaction data and SPY's current price of $624.06, Key Client Fiduciary Advisors, LLC's estimated gain on his SPY holdings is $1.87 Mil, reflecting a 33.13% gain to date.
Key Client Fiduciary Advisors, LLC SPY ($624.06) Holding Chart
Key Client Fiduciary Advisors, LLC SPY ($624.06) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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