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 (VLU). 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 | 4,530 | -308 | -6.4% | 0.20% | $925K | $203.17 |
| 2025 Q2 | REDUCED | 4,838 | -295 | -5.7% | 0.22% | $930K | $190.36 |
| 2025 Q1 | REDUCED | 5,133 | -269 | -5.0% | 0.26% | $944K | $181.17 |
| 2024 Q4 | REDUCED | 5,402 | -86 | -1.6% | 0.26% | $994K | $180.50 |
| 2024 Q3 | ADDED | 5,488 | +23 | +0.4% | 0.28% | $1.0M | $179.88 |
| 2024 Q2 | REDUCED | 5,465 | -711 | -11.5% | 0.29% | $940K | $166.99 |
| 2024 Q1 | REDUCED | 6,176 | -63 | -1.0% | 0.35% | $1.1M | $169.18 |
| 2023 Q4 | ADDED | 6,239 | +90 | +1.5% | 0.34% | $1000K | $153.95 |
| 2023 Q3 | REDUCED | 6,149 | -17 | -0.3% | 0.34% | $889K | $138.11 |
| 2023 Q2 | ADDED | 6,166 | +125 | +2.1% | 0.34% | $916K | $141.14 |
As of 2025 Q4 — sorted by position size