KFI
SPYM

Key Financial Inc’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Key Financial Inc’s Portfolio SPYM Stock Details SPYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$942K Buy
10,717
+157
+1% +$13.4K 0.15% 121
2026
Q1 		$808K Buy
10,560
+573
+6% +$45.8K 0.14% 131
2025
Q4 		$801K Buy
9,987
+319
+3% +$25.4K 0.15% 125
2025
Q3 		$760K Buy
9,668
+54
+0.6% +$4.07K 0.14% 131
2025
Q2 		$699K Buy
9,614
+673
+8% +$45.3K 0.14% 127
2025
Q1 		$588K Sell
8,941
-469
-5% -$32.4K 0.13% 140
2024
Q4 		$649K Buy
9,410
+146
+2% +$10.1K 0.15% 123
2024
Q3 		$625K Sell
9,264
-199
-2% -$12.9K 0.14% 135
2024
Q2 		$606K Buy
9,463
+680
+8% +$41.9K 0.15% 123
2024
Q1 		$540K Buy
8,783
+315
+4% +$18.4K 0.14% 131
2023
Q4 		$473K Buy
8,468
+4,587
+118% +$240K 0.13% 129
2023
Q3 		$195K Buy
3,881
+50
+1% +$2.62K 0.07% 208
2023
Q2 		$200K Sell
3,831
-223
-6% -$11K 0.07% 210
2023
Q1 		$195K Sell
4,054
-1,254
-24% -$58.8K 0.07% 202
2022
Q4 		$223K Hold
5,308
– – 0.11% 151
2022
Q3 		$223K Buy
5,308
+272
+5% +$12.7K 0.1% 153
2022
Q2 		$226K Buy
5,036
+1,554
+45% +$74.9K 0.12% 136
2022
Q1 		$185K Buy
3,482
+987
+40% +$51.7K 0.09% 173
2021
Q4 		$139K Buy
2,495
+280
+13% +$15.1K 0.07% 188
2021
Q3 		$112K Buy
2,215
+198
+10% +$10.3K 0.06% 205
2021
Q2 		$104K Buy
2,017
+661
+49% +$32.4K 0.06% 228
2021
Q1 		$63K Buy
1,356
+129
+11% +$5.85K 0.04% 241
2020
Q4 		$54K Buy
+1,227
New +$51.2K 0.04% 238
2020
Q2 		– Sell
-492
Closed -$15K – 545
2020
Q1 		$15K Buy
+492
New +$17.7K 0.02% 358

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
KCM
Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

Key Financial Inc's SPYM Position: Q2 2026 in Review

Key Financial Inc increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.5% in Q2 2026, buying an estimated $13.4K and bringing the position to 10,717 shares worth $942K. The position accounts for 0.15% of the portfolio, ranked #121.

Key Financial Inc first reported a position in SPYM in Q1 2020 and has held it in 24 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Key Financial Inc held 10,717 shares of State Street SPDR Portfolio S&P 500 ETF worth $942K as of Q2 2026.
  • Key Financial Inc bought 157 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $13.4K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.15% of Key Financial Inc's portfolio in Q2 2026, its #121 holding.
  • Key Financial Inc first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2020 and has held it in 24 quarters since.
  • 1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.