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Spdr Series Trust fund shares owned by Keystone Financial Group

Quarter-by-quarter ownership of Spdr Series Trust fund (VLU) shares owned by Keystone Financial Group from 13F filings

Historical chart of Keystone Financial Group investment in Spdr Series Trust fund

Tip: Access up to 7 years of quarterly data

All positions including Spdr Series Trust fund held by Keystone Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Series Trust fund by Keystone Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $384k 1.9k 204.11
2025-06-30 $338k 1.8k 192.12
2025-03-31 $313k 1.7k 183.82
2024-12-31 $306k 1.7k 184.04
2024-09-30 $291k 1.6k 184.37
2024-03-31 $207k 1.2k 175.26