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Livermore
Livermore
ZHEN

Keystone Financial Group

SEC CIK
0001729299
Latest filing
Jul 29, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Keystone Financial Group, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPY overviewAll 13F holders of SPYFull Q2 2026 holdings

Shares (Q2 2026)
107,838
Value
$80.5M
% of portfolio
4.8%
Quarters held
20
Since Q1 2021
Holdings of SPY by Keystone Financial Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026107,838$80.5M4.8%−8,110−7.0%ReducedHolders
Q1 2026115,948$78.6M5.4%−1,695−1.4%ReducedHolders
Q4 2025117,643$80.2M5.9%−46,042−28.1%ReducedHolders
Q3 2025163,685$109.6M8.4%+43,541+36.2%AddedHolders
Q2 2025120,144$74.3M6.7%−5,457−4.3%ReducedHolders
Q1 2025125,601$70.3M7.1%+617+0.5%AddedHolders
Q4 2024124,984$73.3M7.2%−2,863−2.2%ReducedHolders
Q3 2024127,847$73.4M9.4%+127,847NewHolders
Q2 20240$00.0%−138,467−100.0%Sold outHolders
Q1 2024138,467$72.4M10.6%+4,806+3.6%AddedHolders
Q4 2023133,661$63.5M11.0%−2,426−1.8%ReducedHolders
Q3 2023136,087$58.2M9.7%−596−0.4%ReducedHolders
Q2 2023136,683$60.6M10.3%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 2022131,908$50.4M10.0%−473−0.4%ReducedHolders
Q3 2022132,381$47.3M9.6%+4,479+3.5%AddedHolders
Q2 2022127,902$48.3M9.6%−5,057−3.8%ReducedHolders
Q1 2022132,959$60.0M10.2%−666−0.5%ReducedHolders
Q4 2021133,625$63.5M10.4%−1,332−1.0%ReducedHolders
Q3 2021134,957$57.9M10.5%+91+0.1%AddedHolders
Q2 2021134,866$57.7M10.5%+124+0.1%AddedHolders
Q1 2021134,742$53.4M10.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.