Keeler & Nadler Financial Planning & Wealth Management Spdr Portfolio S&P 600 Small C Transaction History

Keeler & Nadler Financial Planning & Wealth Management

$222 Billion
Q1 2025

A detailed history of Keeler & Nadler Financial Planning & Wealth Management transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Keeler & Nadler Financial Planning & Wealth Management holds 56,702 shares of SPSM stock, worth $2.34 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares

56,702

Previous 56,781 0.14%

Holding current value

$2.34 Million

Previous $2.55 Billion 9.74%

% of portfolio

1.04%

Previous 1.19%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$40.03 - $46.81 $3,162 - $3,697	-79 Reduced 0.14%	56,702 $2.3 Billion
Q4 2024 Jan 14, 2025	SELL	$44.33 - $49.55 $176,832 - $197,654	-3,989 Reduced 6.56%	56,781 $2.55 Billion
Q3 2024 Oct 09, 2024	SELL	$41.02 - $46.01 $164,203 - $184,178	-4,003 Reduced 6.18%	60,770 $2.77 Billion
Q2 2024 Oct 03, 2024	SELL	$39.75 - $43.15 $74,253 - $80,604	-1,868 Reduced 2.8%	64,773 $2.69 Billion
Q1 2024 Oct 03, 2024	SELL	$39.85 - $43.04 $85,119 - $91,933	-2,136 Reduced 3.11%	66,641 $2.87 Billion
Q4 2023 Oct 03, 2024	BUY	$34.3 - $42.83 $2.36 Million - $2.95 Million	68,777 New	68,777 $2.9 Billion

Others Institutions Holding SPSM

# of Institutions

968

Shares Held

201M

Call Options Held

64.8K

Put Options Held

5.94K

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

Ticker SPSM
Sector ETFs
Industry ETFs

More about SPSM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Keeler & Nadler Financial Planning & Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Keeler & Nadler Financial Planning & Wealth Management with notifications on news.

Account

Keeler & Nadler Financial Planning & Wealth Management Spdr Portfolio S&P 600 Small C Transaction History