Keystone Financial Group Spdr Portfolio S&P 1500 Compos Transaction History

Keystone Financial Group

$922 Million
Q1 2025

A detailed history of Keystone Financial Group transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Keystone Financial Group holds 5,927 shares of SPTM stock, worth $457,742. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,927

Previous 6,203 4.45%

Holding current value

$457,742

Previous $443,000 9.03%

% of portfolio

0.04%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$67.03 - $74.61 $18,500 - $20,592	-276 Reduced 4.45%	5,927 $403,000
Q4 2024 Feb 13, 2025	BUY	$69.3 - $74.3 $429,867 - $460,882	6,203 New	6,203 $443,000
Q3 2024 Feb 19, 2025	BUY	$63.28 - $70.06 $13,605 - $15,062	215 Added 3.47%	6,418 $449,000
Q3 2024 Feb 18, 2025	SELL	$63.28 - $70.06 $257,486 - $285,074	-4,069 Reduced 65.6%	2,134 $149,000
Q3 2024 Feb 13, 2025	BUY	$63.28 - $70.06 $981,852 - $1.09 Million	15,516 Added 250.14%	21,719 $1.52 Million
Q1 2024 May 08, 2024	BUY	$57.38 - $64.15 $229 - $256	4 Added 0.07%	6,073 $389,000
Q4 2023 Feb 09, 2024	BUY	$50.31 - $58.65 $69,327 - $80,819	1,378 Added 29.38%	6,069 $354,000
Q3 2023 Nov 06, 2023	BUY	$52.22 - $56.31 $244,964 - $264,150	4,691 New	4,691 $246,000

Others Institutions Holding SPTM

# of Institutions

711

Shares Held

93.9M

Call Options Held

8.6K

Put Options Held

4.1K

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About SPDR PORTFOLIO S&P 1500 COMPOS

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Keystone Financial Group Spdr Portfolio S&P 1500 Compos Transaction History