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Keystone Financial Group (Kentucky)’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Keystone Financial Group (Kentucky)’s Portfolio SPMD Stock Details SPMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$563K Buy
9,500
+654
+7% +$39.8K 0.04% 278
2025
Q4 		$512K Sell
8,846
-1,699
-16% -$97.6K 0.04% 260
2025
Q3 		$1.93M Buy
10,545
+6,609
+168% +$372K 0.15% 105
2025
Q2 		$214K Buy
+3,936
New +$203K 0.02% 387
2023
Q4 		– Sell
-47,289
Closed -$2.07M – 316
2023
Q3 		$2.07M Buy
+47,289
New +$2.17M 0.35% 61

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s SPMD Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 7.4% in Q1 2026, buying an estimated $39.8K and bringing the position to 9,500 shares worth $563K. The position accounts for 0.04% of the portfolio, ranked #278.

Keystone Financial Group (Kentucky) first reported a position in SPMD in Q3 2023 and has held it in 5 quarters since. The position peaked at $2.07M in Q3 2023. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Keystone Financial Group (Kentucky) held 9,500 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $563K as of Q1 2026.
  • Keystone Financial Group (Kentucky) bought 654 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $39.8K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.04% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #278 holding.
  • Keystone Financial Group (Kentucky) first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2023 and has held it in 5 quarters since.
  • Keystone Financial Group (Kentucky)'s State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $2.07M in Q3 2023.
  • 808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.