Ownership history in Keystone Wealth Services, LLC · 17 quarters on record
This page tracks every 13F SEC filing in which Keystone Wealth Services, LLC reported a position in SPDR S&P 500 ETF TR (SPY). 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 | 16,123 | +421 | +2.7% | 2.32% | $11.0M | $681.92 |
| 2025 Q3 | ADDED | 15,702 | +382 | +2.5% | 2.28% | $10.5M | $664.22 |
| 2025 Q2 | REDUCED | 15,320 | -768 | -4.8% | 2.28% | $9.5M | $614.33 |
| 2025 Q1 | ADDED | 16,088 | +76 | +0.5% | 2.44% | $9.0M | $554.56 |
| 2024 Q4 | ADDED | 16,012 | +467 | +3.0% | 2.48% | $9.4M | $579.28 |
| 2024 Q3 | ADDED | 15,545 | +1,144 | +7.9% | 2.47% | $8.9M | $565.20 |
| 2024 Q2 | REDUCED | 14,401 | -160 | -1.1% | 2.44% | $7.8M | $534.46 |
| 2024 Q1 | ADDED | 14,561 | +246 | +1.7% | 2.48% | $7.6M | $512.04 |
| 2023 Q4 | ADDED | 14,315 | +802 | +5.9% | 2.33% | $6.8M | $463.84 |
| 2023 Q3 | ADDED | 13,513 | +328 | +2.5% | 2.19% | $5.8M | $415.48 |
As of 2025 Q4 — sorted by position size