SPDR SER TR

Ticker: SPTM CUSIP: 78464A805 Class: PORTFOLI S&P1500

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

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

Q4 2025
Shares 5,737 Value ($000) $473 Avg Close — Range —
Q3 2025
Shares 5,734 Value ($000) $462 Avg Close — Range —
Q2 2025
Shares 5,780 Value ($000) $433 Avg Close — Range —
Q1 2025
Shares 5,927 Value ($000) $403 Avg Close — Range —
Q4 2024
Shares 6,203 Value ($000) $443 Avg Close — Range —
Q3 2024
Shares 6,418 Value ($000) $450 Avg Close — Range —
Q1 2024
Shares 6,073 Value ($000) $390 Avg Close — Range —
Q4 2023
Shares 6,069 Value ($000) $355 Avg Close — Range —
Q3 2023
Shares 4,691 Value ($000) $246 Avg Close — Range —