Keystone Wealth Services, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Keystone Wealth Services, LLC

$351 Million
Q4 2024

A detailed history of Keystone Wealth Services, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 32,013 shares of SPDW stock, worth $1.18 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

32,013

Previous 31,463 1.75%

Holding current value

$1.18 Million

Previous $1.18 Million 7.54%

% of portfolio

0.31%

Previous 0.35%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$34.13 - $37.35 $18,771 - $20,542	550 Added 1.75%	32,013 $1.09 Million
Q3 2024 Oct 15, 2024	SELL	$33.74 - $37.96 $3,239 - $3,644	-96 Reduced 0.3%	31,463 $1.18 Million
Q2 2024 Jul 12, 2024	SELL	$34.2 - $36.64 $23,119 - $24,768	-676 Reduced 2.1%	31,559 $1.11 Million
Q1 2024 Apr 12, 2024	BUY	$32.85 - $35.9 $5,880 - $6,426	179 Added 0.56%	32,235 $1.16 Million
Q4 2023 Jan 17, 2024	BUY	$29.46 - $34.07 $42,157 - $48,754	1,431 Added 4.67%	32,056 $1.09 Million
Q3 2023 Oct 05, 2023	SELL	$30.88 - $33.58 $8,461 - $9,200	-274 Reduced 0.89%	30,625 $949,000
Q2 2023 Jul 20, 2023	BUY	$31.7 - $33.66 $116,434 - $123,633	3,673 Added 13.49%	30,899 $1.01 Million
Q1 2023 Apr 07, 2023	BUY	$29.83 - $32.71 $52,530 - $57,602	1,761 Added 6.92%	27,226 $874,000
Q4 2022 Feb 09, 2023	BUY	$25.7 - $31.02 $654,450 - $789,924	25,465 New	25,465 $756,000

Others Institutions Holding SPDW

# of Institutions

1,009

Shares Held

509M

Call Options Held

500

Put Options Held

200

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
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Keystone Wealth Services, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History