SPBO — SPDR SER TR

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 (SPBO). 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.

Peak position
0.8% (2023 Q4)
Avg. % of fund
0.51%
First filed
2022 Q4
Last filed
2025 Q3
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 34,406 +321 +0.9% 0.22% $1.0M $28.90
2025 Q2 REDUCED 34,085 -4,535 -11.7% 0.24% $996K $28.13
2025 Q1 REDUCED 38,620 -21,638 -35.9% 0.30% $1.1M $27.59
2024 Q4 REDUCED 60,258 -4,069 -6.3% 0.46% $1.7M $26.98
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPBO price (monthly, adj. close)

Other funds also holding SPBO

As of 2025 Q4 — sorted by position size

Sterling Manor Financial, LLC 3Y 11.59% Tradewinds Capital Management, LLC 3Y 7Y 4.67% Summit Financial Wealth Advisors, LLC 3Y 7Y 4.32% ARKANSAS FINANCIAL GROUP, INC. 3Y 7Y 3.47% Enstar Group LTD 3Y 3.14% Flaharty Asset Management, LLC 3Y 7Y 2.7% ST GERMAIN D J CO INC 3Y 7Y 2.43% Procyon Advisors, LLC 3Y 2.16% Melone Private Wealth, LLC 3Y 2.09% 5th Street Advisors, LLC 3Y 1.85%
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