Keener Financial Planning LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Keener Financial Planning LLC

$169 Million
Q4 2024

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 104,744 shares of SPDW stock, worth $3.83 Million. This represents 2.11% of its overall portfolio holdings.

Number of Shares

104,744

Previous 97,241 7.72%

Holding current value

$3.83 Million

Previous $3.65 Million 2.14%

% of portfolio

2.11%

Previous 2.39%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$34.13 - $37.35 $256,077 - $280,237	7,503 Added 7.72%	104,744 $3.57 Million
Q3 2024 Oct 18, 2024	SELL	$33.74 - $37.96 $398,503 - $448,345	-11,811 Reduced 10.83%	97,241 $3.65 Million
Q2 2024 Jul 26, 2024	SELL	$34.2 - $36.64 $2,838 - $3,041	-83 Reduced 0.08%	109,052 $3.83 Million
Q1 2024 May 03, 2024	SELL	$32.85 - $35.9 $48,716 - $53,239	-1,483 Reduced 1.34%	109,135 $3.91 Million
Q4 2023 Jan 26, 2024	BUY	$29.46 - $34.07 $3.26 Million - $3.77 Million	110,618 New	110,618 $3.76 Million

Others Institutions Holding SPDW

# of Institutions

1,036

Shares Held

536M

Call Options Held

2.4K

Put Options Held

2.1K

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
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Keener Financial Planning LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History