Keystone Financial Group Spdr Ser Tr Spdr Portfolio Tip Transaction History

Keystone Financial Group

$296 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 08, 2024	BUY	$25.3 - $25.89 $148,865 - $152,336	5,884 Added 6.79%	92,560 $2.37 Million
Q4 2023 Feb 09, 2024	SELL	$24.42 - $25.87 $42,002 - $44,496	-1,720 Reduced 1.95%	86,676 $2.22 Million
Q3 2023 Nov 06, 2023	BUY	$24.77 - $25.83 $818,376 - $853,397	33,039 Added 59.68%	88,396 $2.2 Million
Q2 2023 Aug 07, 2023	SELL	$25.7 - $26.69 $59,958 - $62,267	-2,333 Reduced 4.04%	55,357 $1.43 Million
Q4 2022 Feb 07, 2023	SELL	$25.28 - $26.67 $57,309 - $60,460	-2,267 Reduced 3.78%	57,690 $1.49 Million
Q3 2022 Nov 10, 2022	SELL	$25.36 - $28.61 $452,726 - $510,745	-17,852 Reduced 22.94%	59,957 $1.52 Million
Q2 2022 Aug 05, 2022	BUY	$27.4 - $29.93 $149,768 - $163,597	5,466 Added 7.56%	77,809 $2.14 Million
Q1 2022 May 13, 2022	BUY	$29.85 - $31.38 $1.43 Million - $1.51 Million	48,071 Added 198.05%	72,343 $2.19 Million
Q4 2021 Feb 11, 2022	BUY	$31.08 - $31.92 $754,373 - $774,762	24,272 New	24,272 $765,000

Others Institutions Holding SPIP

# of Institutions

232

Shares Held

21.5M

Call Options Held

25.8K

Put Options Held

8K

Charles Schwab Investment Management Inc San Francisco, CA

3.6M
Shares

$92 Million
0.02% of portfolio
State Street Corp Boston, MA

1.86M
Shares

$47.6 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

1.41M
Shares

$36.1 Million
0.02% of portfolio
Pure Financial Advisors, LLC

1.14M
Shares

$29.2 Million
0.68% of portfolio
Cerity Partners LLC New York, NY

889K
Shares

$22.7 Million
0.05% of portfolio

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