Spdr S&p 500 Etf shares owned by Keystone Wealth Services
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Keystone Wealth Services
from 13F filings
Historical chart of Keystone Wealth Services investment in Spdr S&p 500 Etf
Tip: Access up to 7 years of quarterly data
All positions including Spdr S&p 500 Etf held by Keystone Wealth Services consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Spdr S&p 500 Etf by Keystone Wealth Services
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $8.9M | 16k | 573.77 |
2024-06-30 | $7.8M | 14k | 544.22 |
2024-03-31 | $7.6M | 15k | 523.08 |
2023-12-31 | $6.8M | 14k | 475.32 |
2023-09-30 | $5.8M | 14k | 427.49 |
2023-06-30 | $5.8M | 13k | 443.29 |
2023-03-31 | $4.9M | 12k | 409.39 |
2022-12-31 | $4.4M | 12k | 382.44 |
2022-09-30 | $2.6M | 7.3k | 357.13 |
2022-06-30 | $2.8M | 7.5k | 377.22 |
2022-03-31 | $3.4M | 7.6k | 451.65 |
2021-12-31 | $3.7M | 7.7k | 475.01 |