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Keystone Financial Group (Kentucky)’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Keystone Financial Group (Kentucky)’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 		$690K Buy
14,200
+230
+2% +$11.4K 0.05% 251
2025
Q4 		$655K Buy
13,970
+1,599
+13% +$74.6K 0.05% 226
2025
Q3 		$573K Buy
12,371
+5,141
+71% +$231K 0.04% 222
2025
Q2 		$308K Buy
7,230
+327
+5% +$13.2K 0.03% 317
2025
Q1 		$282K Buy
6,903
+998
+17% +$44K 0.03% 309
2024
Q4 		$265K Buy
5,905
+666
+13% +$31K 0.03% 316
2024
Q3 		$238K Buy
+5,239
New +$230K 0.03% 323
2024
Q2 		– Sell
-11,009
Closed -$474K – 292
2024
Q1 		$474K Buy
11,009
+1,352
+14% +$55.9K 0.07% 191
2023
Q4 		$407K Sell
9,657
-427
-4% -$16.1K 0.07% 173
2023
Q3 		$372K Sell
10,084
-15,839
-61% -$617K 0.06% 191
2023
Q2 		$1.01M Buy
+25,923
New +$963K 0.17% 97

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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

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

Keystone Financial Group (Kentucky) increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 1.6% in Q1 2026, buying an estimated $11.4K and bringing the position to 14,200 shares worth $690K. The position accounts for 0.05% of the portfolio, ranked #251.

Keystone Financial Group (Kentucky) first reported a position in SPSM in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.01M in Q2 2023. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Keystone Financial Group (Kentucky) held 14,200 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $690K as of Q1 2026.
  • Keystone Financial Group (Kentucky) bought 230 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $11.4K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.05% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #251 holding.
  • Keystone Financial Group (Kentucky) first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 11 quarters since.
  • Keystone Financial Group (Kentucky)'s State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.01M in Q2 2023.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

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