Keystone Wealth Services, LLC Spdr S&P 600 Small Cap Growth Transaction History

Keystone Wealth Services, LLC

$351 Million
Q4 2024

A detailed history of Keystone Wealth Services, LLC transactions in Spdr S&P 600 Small Cap Growth stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 10,201 shares of SLYG stock, worth $952,671. This represents 0.26% of its overall portfolio holdings.

Number of Shares

10,201

Previous 9,535 6.98%

Holding current value

$952,671

Previous $887,000 3.83%

% of portfolio

0.26%

Previous 0.26%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$89.9 - $100.66 $59,873 - $67,039	666 Added 6.98%	10,201 $921,000
Q3 2024 Oct 15, 2024	SELL	$85.03 - $94.56 $255 - $283	-3 Reduced 0.03%	9,535 $887,000
Q2 2024 Jul 12, 2024	SELL	$81.25 - $88.21 $6,093 - $6,615	-75 Reduced 0.78%	9,538 $818,000
Q1 2024 Apr 12, 2024	BUY	$80.09 - $87.23 $65,673 - $71,528	820 Added 9.33%	9,613 $838,000
Q4 2023 Jan 17, 2024	BUY	$68.97 - $85.01 $6,621 - $8,160	96 Added 1.1%	8,793 $735,000
Q3 2023 Oct 05, 2023	BUY	$72.54 - $80.81 $29,741 - $33,132	410 Added 4.95%	8,697 $637,000
Q2 2023 Jul 20, 2023	BUY	$69.81 - $77.05 $102,341 - $112,955	1,466 Added 21.49%	8,287 $637,000
Q1 2023 Apr 07, 2023	BUY	$70.74 - $80.39 $35,299 - $40,114	499 Added 7.89%	6,821 $503,000
Q4 2022 Feb 09, 2023	BUY	$68.91 - $78.35 $435,649 - $495,328	6,322 New	6,322 $456,000

Others Institutions Holding SLYG

# of Institutions

516

Shares Held

29.5M

Call Options Held

Put Options Held

View Full List

About SPDR S&P 600 SMALL CAP GROWTH

Ticker SLYG
Sector ETFs
Industry ETFs

More about SLYG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Keystone Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Keystone Wealth Services, LLC with notifications on news.

Account

Keystone Wealth Services, LLC Spdr S&P 600 Small Cap Growth Transaction History