Ownership history in Keystone Financial Group · 14 quarters on record
This page tracks every 13F SEC filing in which Keystone Financial Group reported a position in SPDR SERIES (XES). 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 | UNCHANGED | 3,958 | — | 0% | 0.02% | $324K | $81.97 |
| 2025 Q3 | UNCHANGED | 3,958 | — | 0% | 0.02% | $251K | $72.07 |
| 2025 Q2 | UNCHANGED | 3,958 | — | 0% | 0.02% | $251K | $62.87 |
| 2025 Q1 | UNCHANGED | 3,958 | — | 0% | 0.03% | $282K | $70.31 |
| 2024 Q4 | REDUCED | 3,958 | -419 | -9.6% | 0.03% | $312K | $77.41 |
| 2024 Q1 | REDUCED | 4,377 | -149 | -3.3% | 0.06% | $407K | $90.36 |
| 2023 Q4 | UNCHANGED | 4,526 | — | 0% | 0.07% | $383K | $81.86 |
| 2023 Q3 | REDUCED | 4,526 | -45 | -1.0% | 0.07% | $434K | $92.56 |
| 2023 Q2 | REDUCED | 4,571 | -129 | -2.7% | 0.06% | $357K | $75.42 |
| 2022 Q4 | UNCHANGED | 4,700 | — | 0% | 0.07% | $375K | $76.73 |
As of 2025 Q4 — sorted by position size