Ownership history in Keystone Financial Group · 10 quarters on record
This page tracks every 13F SEC filing in which Keystone Financial Group reported a position in SPDR PORTFOLIO (SPLG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 523,900 | +16,945 | +3.3% | 3.11% | $42.0M | $80.02 |
| 2025 Q3 | UNCHANGED | 506,955 | — | 0% | 3.32% | $36.9M | $77.92 |
| 2025 Q2 | REDUCED | 506,955 | -87,235 | -14.7% | 3.32% | $36.9M | $72.08 |
| 2025 Q1 | REDUCED | 594,190 | -27,478 | -4.4% | 3.97% | $39.1M | $65.01 |
| 2024 Q4 | ADDED | 621,668 | +14,080 | +2.3% | 4.22% | $42.9M | $67.93 |
| 2024 Q1 | REDUCED | 607,588 | -191,858 | -24.0% | 5.45% | $37.4M | $60.02 |
| 2023 Q4 | ADDED | 799,446 | +118,187 | +17.3% | 7.77% | $44.7M | $54.35 |
| 2023 Q3 | ADDED | 681,259 | +606,043 | +805.7% | 5.73% | $34.2M | $48.67 |
| 2023 Q2 | REDUCED | 75,216 | -45,267 | -37.6% | 0.67% | $3.9M | $50.27 |
| 2022 Q3 | INITIATED | 120,483 | — | — | 1.03% | $5.1M | $40.01 |
As of 2025 Q4 — sorted by position size