Keener Financial Planning LLC Spdr Portfolio S&P 500 Value E Transaction History

Keener Financial Planning LLC

$153 Million
Q3 2024

A detailed history of Keener Financial Planning LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Keener Financial Planning LLC holds 65,806 shares of SPYV stock, worth $3.4 Million. This represents 2.28% of its overall portfolio holdings.

Number of Shares

65,806

Previous 164,168 59.92%

Holding current value

$3.4 Million

Previous $8 Million 56.53%

% of portfolio

2.28%

Previous 5.22%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	SELL	$48.51 - $52.86 $4.77 Million - $5.2 Million	-98,362 Reduced 59.92%	65,806 $3.48 Million
Q2 2024 Jul 26, 2024	SELL	$47.37 - $50.09 $4.36 Million - $4.61 Million	-91,980 Reduced 35.91%	164,168 $8 Million
Q1 2024 May 03, 2024	BUY	$45.88 - $50.1 $626,629 - $684,265	13,658 Added 5.63%	256,148 $12.8 Million
Q4 2023 Jan 26, 2024	BUY	$39.63 - $46.73 $9.61 Million - $11.3 Million	242,490 New	242,490 $11.3 Million

Others Institutions Holding SPYV

# of Institutions

1,012

Shares Held

407M

Call Options Held

356K

Put Options Held

41.6K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
Sector ETFs
Industry ETFs

More about SPYV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Keener Financial Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Keener Financial Planning LLC with notifications on news.

Account

Keener Financial Planning LLC Spdr Portfolio S&P 500 Value E Transaction History