Keener Financial Planning LLC Spdr Portfolio Short Term Corp Transaction History
Keener Financial Planning LLC
- $201 Million
- Q2 2025
A detailed history of Keener Financial Planning LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Keener Financial Planning LLC holds 7,508 shares of SPSB stock, worth $227,192. This represents 0.11% of its overall portfolio holdings.
Number of Shares
7,508
Previous 8,650
13.2%
Holding current value
$227,192
Previous $260,000
13.08%
% of portfolio
0.11%
Previous 0.17%
Shares
7 transactions
Others Institutions Holding SPSB
# of Institutions
618Shares Held
220MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS45.4MShares$1.37 Billion1.18% of portfolio
-
Jpmorgan Chase & CO New York, NY25MShares$758 Million0.06% of portfolio
-
Valmark Advisers, Inc.8.02MShares$243 Million3.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.52MShares$228 Million0.08% of portfolio
-
Morgan Stanley New York, NY7.52MShares$228 Million0.02% of portfolio