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

Keystone Wealth Services, LLC

  • $379 Million
  • Q2 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 34,085 shares of SPBO stock, worth $994,259. This represents 0.26% of its overall portfolio holdings.

Number of Shares
34,085
Previous 38,620 11.74%
Holding current value
$994,259
Previous $1.12 Million 11.08%
% of portfolio
0.26%
Previous 0.33%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 09, 2025
SELL
$28.18 - $29.22 $127,796 - $132,512
-4,535 Reduced 11.74%
34,085 $995,000
Q1 2025

Apr 17, 2025
SELL
$28.27 - $29.28 $611,706 - $633,560
-21,638 Reduced 35.91%
38,620 $1.12 Million
Q4 2024

Feb 06, 2025
SELL
$28.56 - $30.02 $116,210 - $122,151
-4,069 Reduced 6.33%
60,258 $1.73 Million
Q3 2024

Oct 15, 2024
SELL
$28.45 - $30.18 $78,920 - $83,719
-2,774 Reduced 4.13%
64,327 $1.93 Million
Q2 2024

Jul 12, 2024
SELL
$28.13 - $28.99 $468,702 - $483,031
-16,662 Reduced 19.89%
67,101 $1.93 Million
Q1 2024

Apr 12, 2024
BUY
$28.68 - $29.47 $129,174 - $132,732
4,504 Added 5.68%
83,763 $2.44 Million
Q4 2023

Jan 17, 2024
BUY
$26.77 - $29.6 $512,377 - $566,544
19,140 Added 31.84%
79,259 $2.33 Million
Q3 2023

Oct 05, 2023
BUY
$27.56 - $28.96 $193,912 - $203,762
7,036 Added 13.25%
60,119 $1.66 Million
Q2 2023

Jul 20, 2023
BUY
$28.44 - $29.46 $242,251 - $250,940
8,518 Added 19.11%
53,083 $1.53 Million
Q1 2023

Apr 07, 2023
BUY
$28.24 - $29.83 $259,497 - $274,107
9,189 Added 25.98%
44,565 $1.3 Million
Q4 2022

Feb 09, 2023
BUY
$26.99 - $29.37 $954,798 - $1.04 Million
35,376 New
35,376 $1 Million

Others Institutions Holding SPBO

# of Institutions
170
Shares Held
38.2M
Call Options Held
9.1K
Put Options Held
0
View Full List

About SPDR SER TR SPDR PORTFOLIO COR

SPBO Quotes by TradingView
  • Ticker SPBO
  • Sector ETFs
  • Industry ETFs
More about SPBO
Track This Portfolio

Track Keystone Wealth Services, LLC Portfolio

Follow Keystone Wealth Services, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email