KeyBank National Association
SPSM icon

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
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

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Morgan Stanley
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Charles Schwab
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VA
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CCWA
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Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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