KFGK
SPYM

Keystone Financial Group (Kentucky)’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Keystone Financial Group (Kentucky)’s Portfolio SPYM Stock Details SPYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$70.2M Buy
798,870
+84,738
+12% +$7.23M 4.16% 3
2026
Q1 		$54.7M Buy
714,132
+190,232
+36% +$15.2M 3.74% 3
2025
Q4 		$42M Buy
523,900
+7,243
+1% +$576K 3.11% 4
2025
Q3 		$40.5M Buy
516,657
+9,702
+2% +$732K 3.09% 6
2025
Q2 		$36.9M Sell
506,955
-87,235
-15% -$5.87M 3.32% 3
2025
Q1 		$39.1M Sell
594,190
-27,478
-4% -$1.9M 3.97% 3
2024
Q4 		$42.9M Buy
621,668
+9,301
+2% +$645K 4.22% 3
2024
Q3 		$41.3M Buy
+612,367
New +$39.8M 5.29% 3
2024
Q2 		– Sell
-607,588
Closed -$37.4M – 289
2024
Q1 		$37.4M Sell
607,588
-191,858
-24% -$11.2M 5.45% 2
2023
Q4 		$44.7M Buy
799,446
+118,187
+17% +$6.19M 7.77% 2
2023
Q3 		$34.2M Buy
681,259
+606,043
+806% +$31.7M 5.73% 2
2023
Q2 		$3.92M Buy
+75,216
New +$3.71M 0.67% 33
2022
Q4 		– Sell
-120,483
Closed -$5.06M – 294
2022
Q3 		$5.06M Buy
+120,483
New +$5.63M 1.03% 23

Other funds holding SPYM

GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Keystone Financial Group (Kentucky) increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 12% in Q2 2026, buying an estimated $7.23M and bringing the position to 798,870 shares worth $70.2M. The position accounts for 4.16% of the portfolio, ranked #3.

Keystone Financial Group (Kentucky) first reported a position in SPYM in Q3 2022 and has held it in 13 quarters since. 890 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 798,870 shares of State Street SPDR Portfolio S&P 500 ETF worth $70.2M as of Q2 2026.
  • Keystone Financial Group (Kentucky) bought 84,738 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $7.23M.
  • State Street SPDR Portfolio S&P 500 ETF made up 4.16% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #3 holding.
  • Keystone Financial Group (Kentucky) first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2022 and has held it in 13 quarters since.
  • 890 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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