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
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Quarterly reported holdings in Spdr Series Trust fund by Keystone Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $925k | 4.5k | 204.13 |
| 2025-06-30 | $930k | 4.8k | 192.14 |
| 2025-03-31 | $944k | 5.1k | 183.82 |
| 2024-12-31 | $994k | 5.4k | 184.06 |
| 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 |