KFGK
SPIP icon

Keystone Financial Group (Kentucky)’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Keystone Financial Group (Kentucky)’s Portfolio SPIP Stock Details SPIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$255K Hold
9,945
– – 0.02% 474
2026
Q1 		$259K Sell
9,945
-465
-4% -$12.1K 0.02% 429
2025
Q4 		$270K Sell
10,410
-1,707
-14% -$44.8K 0.02% 374
2025
Q3 		$319K Sell
12,117
-1,155
-9% -$30.2K 0.02% 310
2025
Q2 		$346K Sell
13,272
-3,144
-19% -$81.3K 0.03% 290
2025
Q1 		$433K Sell
16,416
-1,009
-6% -$26K 0.04% 232
2024
Q4 		$441K Sell
17,425
-4,294
-20% -$111K 0.04% 232
2024
Q3 		$571K Buy
+21,719
New +$561K 0.07% 176
2024
Q2 		– Sell
-92,560
Closed -$2.37M – 288
2024
Q1 		$2.37M Buy
92,560
+5,884
+7% +$150K 0.35% 60
2023
Q4 		$2.22M Sell
86,676
-1,720
-2% -$43K 0.39% 58
2023
Q3 		$2.2M Buy
88,396
+33,039
+60% +$838K 0.37% 59
2023
Q2 		$1.43M Buy
+55,357
New +$1.45M 0.24% 79
2022
Q4 		$1.49M Sell
57,690
-2,267
-4% -$58.5K 0.29% 72
2022
Q3 		$1.52M Sell
59,957
-17,852
-23% -$489K 0.31% 71
2022
Q2 		$2.14M Buy
77,809
+5,466
+8% +$157K 0.42% 54
2022
Q1 		$2.19M Buy
72,343
+48,071
+198% +$1.47M 0.37% 61
2021
Q4 		$765K Buy
+24,272
New +$762K 0.13% 128

Other funds holding SPIP

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.7B AUM 23.97% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s SPIP Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) held its State Street SPDR Portfolio TIPS ETF (SPIP) position steady in Q2 2026 at 9,945 shares worth $255K. The position accounts for 0.02% of the portfolio, ranked #474.

Keystone Financial Group (Kentucky) first reported a position in SPIP in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.37M in Q1 2024. 201 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 9,945 shares of State Street SPDR Portfolio TIPS ETF worth $255K as of Q2 2026.
  • Keystone Financial Group (Kentucky) left its State Street SPDR Portfolio TIPS ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio TIPS ETF made up 0.02% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #474 holding.
  • Keystone Financial Group (Kentucky) first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2021 and has held it in 17 quarters since.
  • Keystone Financial Group (Kentucky)'s State Street SPDR Portfolio TIPS ETF position peaked at $2.37M in Q1 2024.
  • 201 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.