Keystone Wealth Services, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Keystone Wealth Services, LLC

  • $284 Million
  • Q1 2024

A detailed history of Keystone Wealth Services, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 32,235 shares of SPDW stock, worth $1.16 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
32,235
Previous 32,056 0.56%
Holding current value
$1.16 Million
Previous $1.09 Million 5.96%
% of portfolio
0.41%
Previous 0.4%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 12, 2024
BUY
$32.85 - $35.9 $5,880 - $6,426
179 Added 0.56%
32,235 $1.16 Million
Q4 2023

Jan 17, 2024
BUY
$29.46 - $34.07 $42,157 - $48,754
1,431 Added 4.67%
32,056 $1.09 Million
Q3 2023

Oct 05, 2023
SELL
$30.88 - $33.58 $8,461 - $9,200
-274 Reduced 0.89%
30,625 $949,000
Q2 2023

Jul 20, 2023
BUY
$31.7 - $33.66 $116,434 - $123,633
3,673 Added 13.49%
30,899 $1.01 Million
Q1 2023

Apr 07, 2023
BUY
$29.83 - $32.71 $52,530 - $57,602
1,761 Added 6.92%
27,226 $874,000
Q4 2022

Feb 09, 2023
BUY
$27.34 - $31.02 $696,213 - $789,924
25,465 New
25,465 $756,000

Others Institutions Holding SPDW

# of Institutions
898
Shares Held
469M
Call Options Held
4.1K
Put Options Held
200
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPDW Quotes by TradingView
  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
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