Keystone Wealth Services, LLC Spdr Portfolio Transaction History

Keystone Wealth Services, LLC

$336 Million
Q3 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 26,930 shares of SPMD stock, worth $1.53 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

26,930

Previous 26,853 0.29%

Holding current value

$1.53 Million

Previous $1.38 Million 6.9%

% of portfolio

0.44%

Previous 0.46%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$50.29 - $54.92 $3,872 - $4,228	77 Added 0.29%	26,930 $1.47 Million
Q2 2024 Jul 12, 2024	SELL	$49.54 - $53.39 $22,937 - $24,719	-463 Reduced 1.69%	26,853 $1.38 Million
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	$39.32 - $45.21 $759,741 - $873,547	19,322 New	19,322 $821,000

Others Institutions Holding SPMD

# of Institutions

656

Shares Held

188M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO

Ticker SPMD
Sector ETFs
Industry ETFs

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Keystone Wealth Services, LLC Spdr Portfolio Transaction History