SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Keystone Financial Group's Holding History (CIK: 0001729299)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 117,643 Value ($000) $80,223 Avg Close — Range —
Q3 2025
Shares 163,685 Value ($000) $109,639 Avg Close — Range —
Q2 2025
Shares 120,144 Value ($000) $74,284 Avg Close — Range —
Q1 2025
Shares 125,601 Value ($000) $70,320 Avg Close — Range —
Q4 2024
Shares 124,984 Value ($000) $73,250 Avg Close — Range —
Q3 2024
Shares 127,847 Value ($000) $73,353 Avg Close — Range —
Q1 2024
Shares 138,467 Value ($000) $72,428 Avg Close — Range —
Q4 2023
Shares 133,661 Value ($000) $63,531 Avg Close — Range —
Q3 2023
Shares 136,087 Value ($000) $58,174 Avg Close — Range —
Q2 2023
Shares 136,683 Value ($000) $60,589 Avg Close — Range —
Q4 2022
Shares 131,908 Value ($000) $50,446 Avg Close — Range —
Q3 2022
Shares 132,381 Value ($000) $47,284 Avg Close — Range —
Q2 2022
Shares 127,902 Value ($000) $48,251 Avg Close — Range —
Q1 2022
Shares 132,959 Value ($000) $60,050 Avg Close — Range —
Q4 2021
Shares 133,625 Value ($000) $63,467 Avg Close — Range —
Q3 2021
Shares 134,957 Value ($000) $57,915 Avg Close — Range —
Q2 2021
Shares 134,866 Value ($000) $57,731 Avg Close — Range —
Q1 2021
Shares 134,742 Value ($000) $53,402 Avg Close — Range —
Q4 2020
Shares 134,565 Value ($000) $50,311 Avg Close — Range —
Q3 2020
Shares 139,878 Value ($000) $46,844 Avg Close — Range —
Q2 2020
Shares 138,729 Value ($000) $42,778 Avg Close — Range —
Q1 2020
Shares 137,804 Value ($000) $35,519 Avg Close — Range —
Q4 2019
Shares 123,294 Value ($000) $39,684 Avg Close — Range —
Q3 2019
Shares 118,819 Value ($000) $35,262 Avg Close — Range —
Q2 2019
Shares 97,351 Value ($000) $28,524 Avg Close — Range —
Q1 2019
Shares 65,411 Value ($000) $18,477 Avg Close — Range —
Q4 2018
Shares 30,671 Value ($000) $7,665 Avg Close — Range —
Q3 2018
Shares 30,598 Value ($000) $8,926 Avg Close — Range —
Q2 2018
Shares 6,334 Value ($000) $1,722 Avg Close — Range —
Q1 2018
Shares 6,143 Value ($000) $1,582 Avg Close — Range —
Q4 2017
Shares 13,219 Value ($000) $3,132 Avg Close — Range —