Keystone Financial Group (Georgia)’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Keystone Financial Group (Georgia)’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 Q2	$1.26M	Sell	13,863 -393	-3%	-$34.6K	0.66%	23
2026 Q1	$1.13M	Sell	14,256 -575	-4%	-$47.5K	0.59%	25
2025 Q4	$1.22M	Buy	14,831 +81	+0.5%	+$6.62K	0.64%	27
2025 Q3	$1.19M	Buy	14,750 +201	+1%	+$15.6K	0.67%	27
2025 Q2	$1.11M	Sell	14,549 -2,050	-12%	-$142K	0.7%	24
2025 Q1	$1.13M	Sell	16,599 -361	-2%	-$25.8K	0.79%	25
2024 Q4	$1.21M	Buy	+16,960	New	+$1.22M	0.98%	19

Other funds holding SPTM

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

BOSSRA

B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

Keystone Financial Group (Georgia)'s SPTM Position: Q2 2026 in Review

Keystone Financial Group (Georgia) reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 2.8% in Q2 2026, selling an estimated $34.6K and leaving 13,863 shares worth $1.26M. The position accounts for 0.66% of the portfolio, ranked #23.

Keystone Financial Group (Georgia) first reported a position in SPTM in Q4 2024 and has held it in 7 quarters since. 274 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Keystone Financial Group (Georgia) held 13,863 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.26M as of Q2 2026.
Keystone Financial Group (Georgia) sold 393 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $34.6K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.66% of Keystone Financial Group (Georgia)'s portfolio in Q2 2026, its #23 holding.
Keystone Financial Group (Georgia) first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
274 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.