Ownership history in Keystone Wealth Services, LLC · 12 quarters on record
This page tracks every 13F SEC filing in which Keystone Wealth Services, LLC reported a position in SPDR SER TR (SLYG). 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 Q3 | REDUCED | 9,296 | -520 | -5.3% | 0.19% | $877K | $94.19 |
| 2025 Q2 | REDUCED | 9,816 | -154 | -1.5% | 0.21% | $871K | $88.42 |
| 2025 Q1 | REDUCED | 9,970 | -231 | -2.3% | 0.22% | $827K | $82.46 |
| 2024 Q4 | ADDED | 10,201 | +666 | +7.0% | 0.24% | $922K | $89.53 |
| 2024 Q3 | REDUCED | 9,535 | -3 | -0.0% | 0.25% | $888K | $91.90 |
| 2024 Q2 | REDUCED | 9,538 | -75 | -0.8% | 0.25% | $819K | $84.48 |
| 2024 Q1 | ADDED | 9,613 | +820 | +9.3% | 0.27% | $838K | $85.57 |
| 2023 Q4 | ADDED | 8,793 | +96 | +1.1% | 0.25% | $735K | $81.86 |
| 2023 Q3 | ADDED | 8,697 | +410 | +4.9% | 0.24% | $637K | $71.48 |
| 2023 Q2 | ADDED | 8,287 | +1,466 | +21.5% | 0.24% | $638K | $74.85 |
As of 2025 Q4 — sorted by position size