KFI
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Key Financial Inc’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Key Financial Inc’s Portfolio SPSM Stock Details SPSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.28M Buy
26,577
+500
+2% +$24.8K 0.23% 87
2025
Q4 		$1.22M Buy
26,077
+1,070
+4% +$49.9K 0.22% 89
2025
Q3 		$1.16M Buy
25,007
+417
+2% +$18.7K 0.21% 90
2025
Q2 		$1.05M Buy
24,590
+1,198
+5% +$48.3K 0.21% 92
2025
Q1 		$953K Buy
23,392
+1,744
+8% +$76.8K 0.21% 86
2024
Q4 		$972K Buy
21,648
+948
+5% +$44.1K 0.22% 85
2024
Q3 		$942K Buy
20,700
+510
+3% +$22.4K 0.21% 87
2024
Q2 		$838K Buy
20,190
+2,319
+13% +$96.6K 0.2% 91
2024
Q1 		$769K Buy
17,871
+5,021
+39% +$208K 0.2% 93
2023
Q4 		$542K Buy
12,850
+1,230
+11% +$46.3K 0.15% 115
2023
Q3 		$429K Buy
11,620
+826
+8% +$32.2K 0.14% 122
2023
Q2 		$419K Buy
10,794
+2,403
+29% +$89.3K 0.14% 128
2023
Q1 		$317K Buy
8,391
+1,938
+30% +$75.7K 0.12% 147
2022
Q4 		$220K Hold
6,453
– – 0.1% 154
2022
Q3 		$220K Buy
6,453
+1,350
+26% +$51.1K 0.1% 156
2022
Q2 		$185K Buy
5,103
+502
+11% +$19.5K 0.1% 157
2022
Q1 		$194K Buy
4,601
+1,470
+47% +$61.9K 0.1% 169
2021
Q4 		$140K Buy
3,131
+504
+19% +$22.4K 0.07% 187
2021
Q3 		$112K Buy
2,627
+270
+11% +$11.6K 0.06% 206
2021
Q2 		$101K Buy
2,357
+926
+65% +$40.2K 0.06% 229
2021
Q1 		$60K Buy
1,431
+26
+2% +$1.06K 0.04% 253
2020
Q4 		$50K Buy
+1,405
New +$45K 0.04% 247
2020
Q2 		– Sell
-320
Closed -$7K – 547
2020
Q1 		$7K Buy
+320
New +$9.28K 0.01% 470

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Key Financial Inc increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 1.9% in Q1 2026, buying an estimated $24.8K and bringing the position to 26,577 shares worth $1.28M. The position accounts for 0.23% of the portfolio, ranked #87.

Key Financial Inc first reported a position in SPSM in Q1 2020 and has held it in 23 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Key Financial Inc held 26,577 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.28M as of Q1 2026.
  • Key Financial Inc bought 500 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $24.8K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.23% of Key Financial Inc's portfolio in Q1 2026, its #87 holding.
  • Key Financial Inc first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2020 and has held it in 23 quarters since.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

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