Keystone Wealth Services, LLC Spdr Ser Tr Spdr Portfolio Cor Transaction History
Keystone Wealth Services, LLC
- $340 Million
- Q1 2025
A detailed history of Keystone Wealth Services, LLC transactions in Spdr Ser Tr Spdr Portfolio Cor stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 38,620 shares of SPBO stock, worth $1.11 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
38,620
Previous 60,258
35.91%
Holding current value
$1.11 Million
Previous $1.73 Million
35.13%
% of portfolio
0.33%
Previous 0.49%
Shares
10 transactions
Others Institutions Holding SPBO
# of Institutions
167Shares Held
52.9MCall Options Held
20.1KPut Options Held
0-
Adviser Investments LLC13.8MShares$397 Million4.91% of portfolio
-
Nepc LLC Boston, MA6.46MShares$186 Million4.97% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.62MShares$104 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC2.45MShares$70.6 Million0.01% of portfolio
-
St Germain D J CO Inc Springfield, MA2.32MShares$67 Million3.3% of portfolio