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 (SPMD). 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 | 26,826 | -983 | -3.5% | 0.33% | $1.5M | $56.98 |
| 2025 Q2 | REDUCED | 27,809 | -25 | -0.1% | 0.36% | $1.5M | $54.00 |
| 2025 Q1 | REDUCED | 27,834 | -324 | -1.2% | 0.39% | $1.4M | $50.62 |
| 2024 Q4 | ADDED | 28,158 | +1,228 | +4.6% | 0.41% | $1.5M | $53.90 |
| 2024 Q3 | ADDED | 26,930 | +77 | +0.3% | 0.41% | $1.5M | $53.69 |
| 2024 Q2 | REDUCED | 26,853 | -463 | -1.7% | 0.43% | $1.4M | $50.19 |
| 2024 Q1 | ADDED | 27,316 | +1,937 | +7.6% | 0.47% | $1.5M | $51.97 |
| 2023 Q4 | ADDED | 25,379 | +1,077 | +4.4% | 0.42% | $1.2M | $47.32 |
| 2023 Q3 | ADDED | 24,302 | +980 | +4.2% | 0.40% | $1.1M | $42.36 |
| 2023 Q2 | ADDED | 23,322 | +2,302 | +11.0% | 0.40% | $1.1M | $44.22 |
As of 2025 Q4 — sorted by position size