Keystone Wealth Services, LLC Spdr Portfolio Transaction History

Keystone Wealth Services, LLC

  • $284 Million
  • Q1 2024

A detailed history of Keystone Wealth Services, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 27,316 shares of SPMD stock, worth $1.39 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
27,316
Previous 25,379 7.63%
Holding current value
$1.39 Million
Previous $1.24 Million 17.88%
% of portfolio
0.51%
Previous 0.46%

Shares

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

Apr 12, 2024
BUY
$47.16 - $53.34 $91,348 - $103,319
1,937 Added 7.63%
27,316 $1.46 Million
Q4 2023

Jan 17, 2024
BUY
$40.76 - $49.2 $43,898 - $52,988
1,077 Added 4.43%
25,379 $1.24 Million
Q3 2023

Oct 05, 2023
BUY
$43.23 - $47.8 $42,365 - $46,844
980 Added 4.2%
24,302 $1.06 Million
Q2 2023

Jul 20, 2023
BUY
$42.21 - $45.89 $97,167 - $105,638
2,302 Added 10.95%
23,322 $1.07 Million
Q1 2023

Apr 07, 2023
BUY
$41.67 - $47.74 $70,755 - $81,062
1,698 Added 8.79%
21,020 $923,000
Q4 2022

Feb 09, 2023
BUY
$41.68 - $45.21 $805,340 - $873,547
19,322 New
19,322 $821,000

Others Institutions Holding SPMD

# of Institutions
589
Shares Held
169M
Call Options Held
2K
Put Options Held
0
View Full List

About SPDR PORTFOLIO

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