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
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Quarterly reported holdings in Spdr S&p 500 Etf by Keystone Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 16k | 666.16 |
| 2025-06-30 | $9.5M | 15k | 617.83 |
| 2025-03-31 | $9.0M | 16k | 559.38 |
| 2024-12-31 | $9.4M | 16k | 586.09 |
| 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 |