Key Financial Inc’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Key Financial Inc’s Portfolio SPMD Stock Details SPMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.75M	Sell	29,510 -1,462	-5%	-$89K	0.31%	62
2025 Q4	$1.79M	Buy	30,972 +773	+3%	+$44.4K	0.33%	59
2025 Q3	$1.73M	Buy	30,199 +1,768	+6%	+$99.6K	0.32%	61
2025 Q2	$1.55M	Sell	28,431 -5,736	-17%	-$295K	0.31%	61
2025 Q1	$1.75M	Buy	34,167 +6,744	+25%	+$368K	0.38%	53
2024 Q4	$1.5M	Buy	27,423 +1,122	+4%	+$63.1K	0.34%	57
2024 Q3	$1.44M	Buy	26,301 +733	+3%	+$38.8K	0.32%	59
2024 Q2	$1.31M	Buy	25,568 +3,904	+18%	+$201K	0.31%	60
2024 Q1	$1.16M	Buy	21,664 +2,686	+14%	+$134K	0.29%	64
2023 Q4	$925K	Buy	18,978 +4,388	+30%	+$195K	0.25%	76
2023 Q3	$639K	Buy	14,590 +10,150	+229%	+$467K	0.22%	91
2023 Q2	$204K	Buy	4,440 +2,415	+119%	+$106K	0.07%	205
2023 Q1	$89K	Buy	+2,025	New	+$90.6K	0.03%	308

Other funds holding SPMD

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Key Financial Inc's SPMD Position: Q1 2026 in Review

Key Financial Inc reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 4.7% in Q1 2026, selling an estimated $89K and leaving 29,510 shares worth $1.75M. The position accounts for 0.31% of the portfolio, ranked #62.

Key Financial Inc first reported a position in SPMD in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.79M in Q4 2025. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Key Financial Inc held 29,510 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.75M as of Q1 2026.
Key Financial Inc sold 1,462 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $89K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.31% of Key Financial Inc's portfolio in Q1 2026, its #62 holding.
Key Financial Inc first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2023 and has held it in 13 quarters since.
Key Financial Inc's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.79M in Q4 2025.
808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.