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 Q2	$661K	Buy	9,786 +286	+3%	+$18.4K	0.04%	285
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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

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

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

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

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

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

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

Keystone Financial Group (Kentucky) increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 3% in Q2 2026, buying an estimated $18.4K and bringing the position to 9,786 shares worth $661K. The position accounts for 0.04% of the portfolio, ranked #285.

Keystone Financial Group (Kentucky) first reported a position in SPMD in Q3 2023 and has held it in 6 quarters since. The position peaked at $2.07M in Q3 2023. 846 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Keystone Financial Group (Kentucky) held 9,786 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $661K as of Q2 2026.
Keystone Financial Group (Kentucky) bought 286 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $18.4K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.04% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #285 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 6 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.
846 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

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