Spdr Series Trust fund shares owned by Keystone Wealth Services
Quarter-by-quarter ownership of Spdr Series Trust fund (VLU) shares owned by Keystone Wealth Services
from 13F filings
Historical chart of Keystone Wealth Services 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 Wealth Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Spdr Series Trust fund by Keystone Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.0M | 5.5k | 184.42 |
| 2024-06-30 | $940k | 5.5k | 172.08 |
| 2024-03-31 | $1.1M | 6.2k | 175.31 |
| 2023-12-31 | $1000k | 6.2k | 160.27 |
| 2023-09-30 | $889k | 6.1k | 144.58 |
| 2023-06-30 | $916k | 6.2k | 148.53 |
| 2023-03-31 | $858k | 6.0k | 142.03 |
| 2022-12-31 | $774k | 5.5k | 139.81 |