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

Keystone Wealth Services’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	$1.69M	Buy	25,026 +149	+0.6%	+$9.59K	0.31%	76
2026 Q1	$1.47M	Buy	+24,877	New	+$1.51M	0.32%	81
2025 Q4	–	Sell	-26,826	Closed	-$1.53M	–	311
2025 Q3	$1.53M	Sell	26,826 -983	-4%	-$55.4K	0.33%	69
2025 Q2	$1.51M	Sell	27,809 -25	-0.1%	-$1.29K	0.36%	63
2025 Q1	$1.42M	Sell	27,834 -324	-1%	-$17.7K	0.39%	60
2024 Q4	$1.54M	Buy	28,158 +1,228	+5%	+$69.1K	0.41%	54
2024 Q3	$1.47M	Buy	26,930 +77	+0.3%	+$4.07K	0.41%	59
2024 Q2	$1.38M	Sell	26,853 -463	-2%	-$23.9K	0.43%	58
2024 Q1	$1.46M	Buy	27,316 +1,937	+8%	+$96.3K	0.47%	50
2023 Q4	$1.24M	Buy	25,379 +1,077	+4%	+$48K	0.42%	60
2023 Q3	$1.06M	Buy	24,302 +980	+4%	+$45.1K	0.4%	64
2023 Q2	$1.07M	Buy	23,322 +2,302	+11%	+$101K	0.4%	59
2023 Q1	$924K	Buy	21,020 +1,698	+9%	+$76K	0.38%	60
2022 Q4	$821K	Buy	+19,322	New	+$820K	0.36%	63

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 22.96% 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 Wealth Services's SPMD Position: Q2 2026 in Review

Keystone Wealth Services increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.6% in Q2 2026, buying an estimated $9.59K and bringing the position to 25,026 shares worth $1.69M. The position accounts for 0.31% of the portfolio, ranked #76.

Keystone Wealth Services first reported a position in SPMD in Q4 2022 and has held it in 14 quarters since. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Keystone Wealth Services held 25,026 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.69M as of Q2 2026.
Keystone Wealth Services bought 149 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $9.59K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.31% of Keystone Wealth Services's portfolio in Q2 2026, its #76 holding.
Keystone Wealth Services first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2022 and has held it in 14 quarters since.
840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.