Keystone Financial Planning, Inc. SPYD Holdings History
Keystone Financial Planning, Inc.'s SPDR Portfolio S&P 500 High Dividend ETF Holding Summary
As of 2025-03-31, Keystone Financial Planning, Inc. held 196,552.00 shares of SPDR Portfolio S&P 500 High Dividend ETF(SPYD), totaling $8.70 Mil. This investment constitutes 2.59% of their stock portfolio, and Keystone Financial Planning, Inc. now holds 0.13% of the outstanding SPDR Portfolio S&P 500 High Dividend ETF(SPYD) stock.
The initial trade took place in 2022Q1. And since then Keystone Financial Planning, Inc. has made 12 purchases of SPYD, at an average price of $41.84, for a total of 199,763.00 shares. In addition, there have been 1 sales at an average price of $39.02 for 3,211.00 shares. Based on historical transaction data and SPYD's current price of $42.05, Keystone Financial Planning, Inc.'s estimated gain on his SPYD holdings is $33,792.47, reflecting a 0.40% gain to date.
Keystone Financial Planning, Inc. SPYD ($42.05) Holding Chart
Keystone Financial Planning, Inc. SPYD ($42.05) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
