Key Financial Inc
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Key Financial Inc’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Key Financial Inc’s Portfolio SPTM Stock Details SPTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.06K Hold
55
– – ﹤0.01% 992
2026
Q2 		$4.99K Hold
55
– – ﹤0.01% 1020
2026
Q1 		$4.35K Hold
55
– – ﹤0.01% 1059
2025
Q4 		$4.54K Buy
+55
New +$4.5K ﹤0.01% 1050

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Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return
Hughes Financial Services
Hughes Financial Services Herndon, Virginia $786M AUM 13.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Key Financial Inc's SPTM Position: Q3 2026 in Review

Key Financial Inc held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q3 2026 at 55 shares worth $5.06K. The position accounts for ﹤0.01% of the portfolio, ranked #992.

Key Financial Inc first reported a position in SPTM in Q4 2025 and has held it in 4 quarters since. 558 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

  • Key Financial Inc held 55 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $5.06K as of Q3 2026.
  • Key Financial Inc left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q3 2026.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #992 holding.
  • Key Financial Inc first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2025 and has held it in 4 quarters since.
  • 558 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.