A detailed history of Keystone Wealth Services, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 26,930 shares of SPMD stock, worth $1.49 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
26,930
Previous 26,853 0.29%
Holding current value
$1.49 Million
Previous $1.38 Million 6.9%
% of portfolio
0.44%
Previous 0.46%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
$50.29 - $54.92 $3,872 - $4,228
77 Added 0.29%
26,930 $1.47 Million
Q2 2024

Jul 12, 2024

SELL
$49.54 - $53.39 $22,937 - $24,719
-463 Reduced 1.69%
26,853 $1.38 Million
Q1 2024

Apr 12, 2024

BUY
$47.16 - $53.34 $91,348 - $103,319
1,937 Added 7.63%
27,316 $1.46 Million
Q4 2023

Jan 17, 2024

BUY
$40.76 - $49.2 $43,898 - $52,988
1,077 Added 4.43%
25,379 $1.24 Million
Q3 2023

Oct 05, 2023

BUY
$43.23 - $47.8 $42,365 - $46,844
980 Added 4.2%
24,302 $1.06 Million
Q2 2023

Jul 20, 2023

BUY
$42.21 - $45.89 $97,167 - $105,638
2,302 Added 10.95%
23,322 $1.07 Million
Q1 2023

Apr 07, 2023

BUY
$41.67 - $47.74 $70,755 - $81,062
1,698 Added 8.79%
21,020 $923,000
Q4 2022

Feb 09, 2023

BUY
$39.32 - $45.21 $759,741 - $873,547
19,322 New
19,322 $821,000

Others Institutions Holding SPMD

About SPDR PORTFOLIO


  • Ticker SPMD
  • Sector ETFs
  • Industry ETFs
More about SPMD
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