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Keystone Global Partners’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Keystone Global Partners’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
2025
Q2 		– Sell
-1
Closed -$51 – 203
2025
Q1 		$51 Buy
+1
New +$55 ﹤0.01% 173

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VA
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Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return

Keystone Global Partners's SPMD Position: Q2 2025 in Review

Keystone Global Partners sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2025, closing a stake of 1 share — an estimated $51 sold.

Keystone Global Partners first reported a position in SPMD in Q1 2025 and held it in 1 quarter. The position peaked at $51 in Q1 2025. 722 funds tracked by Wall St. Rank hold SPMD as of Q2 2025.

  • Keystone Global Partners reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Keystone Global Partners sold 1 State Street SPDR Portfolio S&P 400 Mid Cap ETF share in Q2 2025, an estimated $51.
  • Keystone Global Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2025 and held it in 1 quarter.
  • Keystone Global Partners's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $51 in Q1 2025.
  • 722 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2025.

Based on Keystone Global Partners's 13F filing for Q2 2025, filed 17 Jul 2025.