KeyBank National Association’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

KeyBank National Association’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 Q2	$597K	Hold	10,347	–	–	﹤0.01%	850
2026 Q1	$500K	Hold	10,347	–	–	﹤0.01%	834
2025 Q4	$485K	Buy	10,347 +298	+3%	+$13.9K	﹤0.01%	824
2025 Q3	$465K	Sell	10,049 -865	-8%	-$38.8K	﹤0.01%	822
2025 Q2	$465K	Hold	10,914	–	–	﹤0.01%	802
2025 Q1	$445K	Sell	10,914 -1,372	-11%	-$60.4K	﹤0.01%	810
2024 Q4	$552K	Buy	12,286 +6,456	+111%	+$300K	﹤0.01%	740
2024 Q3	$265K	Hold	5,830	–	–	﹤0.01%	1014
2024 Q2	$242K	Hold	5,830	–	–	﹤0.01%	998
2024 Q1	$251K	Buy	+5,830	New	+$241K	﹤0.01%	983

Other funds holding SPSM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

KeyBank National Association's SPSM Position: Q2 2026 in Review

KeyBank National Association held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q2 2026 at 10,347 shares worth $597K. The position accounts for ﹤0.01% of the portfolio, ranked #850.

KeyBank National Association first reported a position in SPSM in Q1 2024 and has held it in 10 quarters since. 1,057 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

KeyBank National Association held 10,347 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $597K as of Q2 2026.
KeyBank National Association left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of KeyBank National Association's portfolio in Q2 2026, its #850 holding.
KeyBank National Association first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2024 and has held it in 10 quarters since.
1,057 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on KeyBank National Association's 13F filing for Q2 2026, filed 28 Jul 2026.