SPDR SER TR

Ticker: SPYG CUSIP: 78464A409 Class: PRTFLO S&P500 GW

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

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

Q4 2025
Shares 349,716 Value ($000) $37,315 Avg Close — Range —
Q3 2025
Shares 345,191 Value ($000) $36,076 Avg Close — Range —
Q2 2025
Shares 338,467 Value ($000) $32,263 Avg Close — Range —
Q1 2025
Shares 378,393 Value ($000) $30,411 Avg Close — Range —
Q4 2024
Shares 384,830 Value ($000) $33,827 Avg Close — Range —
Q3 2024
Shares 373,314 Value ($000) $30,963 Avg Close — Range —
Q1 2024
Shares 335,790 Value ($000) $24,563 Avg Close — Range —
Q4 2023
Shares 226,983 Value ($000) $14,768 Avg Close — Range —
Q3 2023
Shares 211,083 Value ($000) $12,513 Avg Close — Range —
Q2 2023
Shares 63,129 Value ($000) $3,851 Avg Close — Range —
Q4 2022
Shares 44,579 Value ($000) $2,259 Avg Close — Range —
Q3 2022
Shares 166,157 Value ($000) $8,324 Avg Close — Range —
Q2 2022
Shares 90,521 Value ($000) $4,732 Avg Close — Range —
Q1 2022
Shares 92,400 Value ($000) $6,118 Avg Close — Range —
Q4 2021
Shares 90,730 Value ($000) $6,575 Avg Close — Range —
Q3 2021
Shares 90,247 Value ($000) $5,778 Avg Close — Range —
Q2 2021
Shares 87,100 Value ($000) $5,485 Avg Close — Range —
Q1 2021
Shares 86,127 Value ($000) $4,858 Avg Close — Range —
Q4 2020
Shares 112,182 Value ($000) $6,203 Avg Close — Range —
Q3 2020
Shares 66,532 Value ($000) $3,334 Avg Close — Range —
Q2 2020
Shares 42,168 Value ($000) $1,894 Avg Close — Range —