Keystone Wealth Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
WA
Keystone Wealth Partners's SPY Position: Q1 2022 in Review
Keystone Wealth Partners reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 7.1% in Q1 2022, selling an estimated $34.3K and leaving 1,010 shares worth $456K. The position accounts for 0.21% of the portfolio, ranked #18.
Keystone Wealth Partners first reported a position in SPY in Q4 2021 and has held it in 2 quarters since. The position peaked at $516K in Q4 2021. 3,132 funds tracked by Wall St. Rank hold SPY as of Q1 2022.
- Keystone Wealth Partners held 1,010 shares of State Street SPDR S&P 500 ETF Trust worth $456K as of Q1 2022.
- Keystone Wealth Partners sold 77 State Street SPDR S&P 500 ETF Trust shares in Q1 2022, an estimated $34.3K.
- State Street SPDR S&P 500 ETF Trust made up 0.21% of Keystone Wealth Partners's portfolio in Q1 2022, its #18 holding.
- Keystone Wealth Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 2 quarters since.
- Keystone Wealth Partners's State Street SPDR S&P 500 ETF Trust position peaked at $516K in Q4 2021.
- 3,132 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2022.
Based on Keystone Wealth Partners's 13F filing for Q1 2022, filed 29 Apr 2022.