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 (SPAB). 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 | 38,173 | -167 | -0.4% | 0.22% | $987K | $25.34 |
| 2025 Q2 | REDUCED | 38,340 | -3,890 | -9.2% | 0.24% | $982K | $24.85 |
| 2025 Q1 | REDUCED | 42,230 | -18,842 | -30.9% | 0.29% | $1.1M | $24.55 |
| 2024 Q4 | REDUCED | 61,072 | -4,395 | -6.7% | 0.40% | $1.5M | $23.86 |
| 2024 Q3 | REDUCED | 65,467 | -509 | -0.8% | 0.47% | $1.7M | $24.64 |
| 2024 Q2 | REDUCED | 65,976 | -17,129 | -20.6% | 0.52% | $1.7M | $23.42 |
| 2024 Q1 | REDUCED | 83,105 | -6,958 | -7.7% | 0.68% | $2.1M | $23.38 |
| 2023 Q4 | ADDED | 90,063 | +18,313 | +25.5% | 0.79% | $2.3M | $23.56 |
| 2023 Q3 | ADDED | 71,750 | +6,236 | +9.5% | 0.66% | $1.7M | $22.09 |
| 2023 Q2 | ADDED | 65,514 | +12,905 | +24.5% | 0.62% | $1.7M | $22.83 |
As of 2025 Q4 — sorted by position size