Keystone Wealth Services, LLC Spdr Ser Tr Spdr Portfolio Hig 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 Hig stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 35,315 shares of SPHY stock, worth $834,140. This represents 0.22% of its overall portfolio holdings.

Number of Shares
35,315
Previous 45,204 21.88%
Holding current value
$834,140
Previous $1.06 Million 20.6%
% of portfolio
0.22%
Previous 0.31%

Shares

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

Jul 09, 2025
SELL
$22.4 - $23.8 $221,513 - $235,358
-9,889 Reduced 21.88%
35,315 $840,000
Q1 2025

Apr 17, 2025
BUY
$23.32 - $23.84 $4,477 - $4,577
192 Added 0.43%
45,204 $1.06 Million
Q4 2024

Feb 06, 2025
BUY
$23.29 - $23.93 $10,666 - $10,959
458 Added 1.03%
45,012 $1.06 Million
Q3 2024

Oct 15, 2024
SELL
$23.04 - $24.06 $148,446 - $155,018
-6,443 Reduced 12.63%
44,554 $1.07 Million
Q2 2024

Jul 12, 2024
SELL
$22.82 - $23.32 $93,653 - $95,705
-4,104 Reduced 7.45%
50,997 $1.18 Million
Q1 2024

Apr 12, 2024
BUY
$23.14 - $23.52 $21,612 - $21,967
934 Added 1.72%
55,101 $1.29 Million
Q4 2023

Jan 17, 2024
SELL
$21.84 - $23.52 $6,137 - $6,609
-281 Reduced 0.52%
54,167 $1.27 Million
Q3 2023

Oct 05, 2023
BUY
$22.36 - $23.02 $53,395 - $54,971
2,388 Added 4.59%
54,448 $1.22 Million
Q2 2023

Jul 20, 2023
BUY
$22.39 - $22.94 $146,273 - $149,867
6,533 Added 14.35%
52,060 $1.19 Million
Q1 2023

Apr 07, 2023
BUY
$22.29 - $23.4 $157,813 - $165,672
7,080 Added 18.41%
45,527 $1.05 Million
Q4 2022

Feb 09, 2023
BUY
$21.71 - $23.0 $834,684 - $884,281
38,447 New
38,447 $858,000

Others Institutions Holding SPHY

# of Institutions
487
Shares Held
255M
Call Options Held
11.2K
Put Options Held
7.44K
View Full List

About SPDR SER TR SPDR PORTFOLIO HIG

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