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Livermore
Livermore
ZHEN

Key Financial Inc

SEC CIK
0001801720
Latest filing
Jul 24, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Key Financial Inc, 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)
2,207
Value
$1.65M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of SPY by Key Financial Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,207$1.65M0.3%+3+0.1%AddedHolders
Q1 20262,204$1.43M0.3%+121+5.8%AddedHolders
Q4 20252,083$1.42M0.3%00.0%UnchangedHolders
Q3 20252,083$1.39M0.3%+130+6.7%AddedHolders
Q2 20251,953$1.21M0.2%00.0%UnchangedHolders
Q1 20251,953$1.09M0.2%+292+17.6%AddedHolders
Q4 20241,661$973.4K0.2%+141+9.3%AddedHolders
Q3 20241,520$872.0K0.2%−36−2.3%ReducedHolders
Q2 20241,556$846.7K0.2%00.0%UnchangedHolders
Q1 20241,556$813.8K0.2%−10−0.6%ReducedHolders
Q4 20231,566$744.3K0.2%−73−4.5%ReducedHolders
Q3 20231,639$700.5K0.2%+8+0.5%AddedHolders
Q2 20231,631$723.2K0.2%00.0%UnchangedHolders
Q1 20231,631$667.8K0.2%+63+4.0%AddedHolders
Q4 20221,568$559.9K0.3%00.0%UnchangedHolders
Q3 20221,568$560.0K0.3%−44−2.7%ReducedHolders
Q2 20221,612$615.0K0.3%+646+66.9%AddedHolders
Q1 2022966$436.0K0.2%00.0%UnchangedHolders
Q4 2021966$459.0K0.2%−70−6.8%ReducedHolders
Q3 20211,036$445.0K0.3%+130+14.3%AddedHolders
Q2 2021906$397.0K0.2%00.0%UnchangedHolders
Q1 2021906$359.0K0.2%––Holders

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