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

Keystone Financial Group (Kentucky)’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	$1.36M	Buy	14,986 +4,795	+47%	+$422K	0.08%	181
2026 Q1	$806K	Buy	10,191 +4,454	+78%	+$368K	0.06%	228
2025 Q4	$473K	Buy	5,737 +3	+0.1%	+$245	0.04%	269
2025 Q3	$462K	Sell	5,734 -46	-0.8%	-$3.58K	0.04%	249
2025 Q2	$433K	Sell	5,780 -147	-2%	-$10.2K	0.04%	251
2025 Q1	$403K	Sell	5,927 -276	-4%	-$19.8K	0.04%	244
2024 Q4	$443K	Sell	6,203 -215	-3%	-$15.5K	0.04%	231
2024 Q3	$450K	Buy	+6,418	New	+$433K	0.06%	211
2024 Q2	–	Sell	-6,073	Closed	-$390K	–	294
2024 Q1	$390K	Buy	6,073 +4	+0.1%	+$244	0.06%	212
2023 Q4	$355K	Buy	6,069 +1,378	+29%	+$75.2K	0.06%	190
2023 Q3	$246K	Buy	+4,691	New	+$256K	0.04%	241

Other funds holding SPTM

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

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

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

Keystone Financial Group (Kentucky) increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 47% in Q2 2026, buying an estimated $422K and bringing the position to 14,986 shares worth $1.36M. The position accounts for 0.08% of the portfolio, ranked #181.

Keystone Financial Group (Kentucky) first reported a position in SPTM in Q3 2023 and has held it in 11 quarters since. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Keystone Financial Group (Kentucky) held 14,986 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.36M as of Q2 2026.
Keystone Financial Group (Kentucky) bought 4,795 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $422K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.08% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #181 holding.
Keystone Financial Group (Kentucky) first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2023 and has held it in 11 quarters since.
775 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 (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.