Keener Financial Planning LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Keener Financial Planning LLC
- $201 Million
- Q2 2025
A detailed history of Keener Financial Planning LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Keener Financial Planning LLC holds 104,193 shares of SPDW stock, worth $4.51 Million. This represents 2.1% of its overall portfolio holdings.
Number of Shares
104,193
Previous 89,801
16.03%
Holding current value
$4.51 Million
Previous $3.27 Million
29.03%
% of portfolio
2.1%
Previous 2.12%
Shares
7 transactions
Others Institutions Holding SPDW
# of Institutions
1,152Shares Held
577MCall Options Held
500Put Options Held
200-
Creative Planning Overland Park, KS99.6MShares$4.31 Billion3.47% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA59.7MShares$2.59 Billion4.84% of portfolio
-
Allworth Financial LP32MShares$1.38 Billion6.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC30MShares$1.3 Billion0.43% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$761 Million16.36% of portfolio