Keystone Financial Services (Colorado)’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $689K | Buy |
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|
2025
Q2 | $638K | Hold |
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|
2025
Q1 | $578K | Sell |
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|
2024
Q4 | $610K | Buy |
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|
2024
Q3 | $596K | Buy |
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|
2024
Q2 | $494K | Sell |
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|
2024
Q1 | $491K | Hold |
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|
2023
Q4 | $447K | Hold |
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|
2023
Q3 | $402K | Sell |
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|
2023
Q2 | $422K | Hold |
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|
2023
Q1 | $389K | Hold |
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|
2022
Q4 | $387K | Hold |
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|
2022
Q3 | $361K | Sell |
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|
2022
Q2 | $389K | Hold |
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|
2022
Q1 | $379K | Sell |
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|
2021
Q4 | $455K | Buy |
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