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%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	BUY	$32.66 - $40.75 $470,042 - $586,474	14,392 Added 16.03%	104,193 $4.22 Million
Q1 2025 May 09, 2025	SELL	$33.84 - $37.77 $505,671 - $564,397	-14,943 Reduced 14.27%	89,801 $3.27 Million
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

1,152

Shares Held

577M

Call Options Held

500

Put Options Held

200

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