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Keystone Wealth Services, LLC → SPY
Keystone Wealth Services, LLC SPY Position History
State Street SPDR S&P 500 ETF Trust • Financial Services
Quarters held
4
Latest value
$11.8M
Q3 2026
Peak value
$11.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $11M |
| Q1 2026 | $10.4M |
| Q2 2026 | $11.7M |
| Q3 2026 | $11.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $11.8M | 15.5K | — | — |
| Q2 2026 | $11.7M | 15.6K | — | — |
| Q1 2026 | $10.4M | 16.0K | — | — |
| Q4 2025 | $11M | 16.1K | — | — |
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