KFI
Key Financial Inc’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Buy |
24,590
+1,198
| +5% | +$51K | 0.21% | 92 |
|
|
2025
Q1 | $953K | Buy |
23,392
+1,744
| +8% | +$71.1K | 0.21% | 86 |
|
|
2024
Q4 | $972K | Buy |
21,648
+948
| +5% | +$42.6K | 0.22% | 85 |
|
|
2024
Q3 | $942K | Buy |
20,700
+510
| +3% | +$23.2K | 0.21% | 87 |
|
|
2024
Q2 | $838K | Buy |
20,190
+2,319
| +13% | +$96.3K | 0.2% | 91 |
|
|
2024
Q1 | $769K | Buy |
17,871
+5,021
| +39% | +$216K | 0.2% | 93 |
|
|
2023
Q4 | $542K | Buy |
12,850
+1,230
| +11% | +$51.9K | 0.15% | 115 |
|
|
2023
Q3 | $429K | Buy |
11,620
+826
| +8% | +$30.5K | 0.14% | 122 |
|
|
2023
Q2 | $419K | Buy |
10,794
+2,403
| +29% | +$93.3K | 0.14% | 128 |
|
|
2023
Q1 | $317K | Buy |
8,391
+1,938
| +30% | +$73.2K | 0.12% | 147 |
|
|
2022
Q4 | $220K | Hold |
6,453
| – | – | 0.1% | 154 |
|
|
2022
Q3 | $220K | Buy |
6,453
+1,350
| +26% | +$46K | 0.1% | 156 |
|
|
2022
Q2 | $185K | Buy |
5,103
+502
| +11% | +$18.2K | 0.1% | 157 |
|
|
2022
Q1 | $194K | Buy |
4,601
+1,470
| +47% | +$62K | 0.1% | 169 |
|
|
2021
Q4 | $140K | Buy |
3,131
+504
| +19% | +$22.5K | 0.07% | 187 |
|
|
2021
Q3 | $112K | Buy |
2,627
+270
| +11% | +$11.5K | 0.06% | 206 |
|
|
2021
Q2 | $101K | Buy |
2,357
+926
| +65% | +$39.7K | 0.06% | 229 |
|
|
2021
Q1 | $60K | Buy |
1,431
+26
| +2% | +$1.09K | 0.04% | 253 |
|
|
2020
Q4 | $50K | Buy |
+1,405
| New | +$50K | 0.04% | 247 |
|
|
2020
Q2 | – | Sell |
-320
| Closed | -$7K | – | 547 |
|
|
2020
Q1 | $7K | Buy |
+320
| New | +$7K | 0.01% | 470 |
|