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 10,990 shares of SPEM stock, worth $517,738. This represents 0.23% of its overall portfolio holdings.

Number of Shares
10,990
Previous 11,950 8.03%
Holding current value
$517,738
Previous $470,000 0.21%
% of portfolio
0.23%
Previous 0.31%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
SELL
$34.72 - $42.74 $33,331 - $41,030
-960 Reduced 8.03%
10,990 $469,000
Q1 2025

May 09, 2025
BUY
$37.07 - $40.63 $630 - $690
17 Added 0.14%
11,950 $470,000
Q4 2024

Jan 29, 2025
SELL
$38.37 - $42.82 $48,231 - $53,824
-1,257 Reduced 9.53%
11,933 $457,000
Q3 2024

Oct 18, 2024
SELL
$36.02 - $41.68 $42,899 - $49,640
-1,191 Reduced 8.28%
13,190 $544,000
Q1 2024

May 03, 2024
BUY
$33.69 - $36.47 $49,153 - $53,209
1,459 Added 11.29%
14,381 $521,000
Q4 2023

Jan 26, 2024
BUY
$32.26 - $35.46 $416,863 - $458,214
12,922 New
12,922 $458,000

Others Institutions Holding SPEM

# of Institutions
960
Shares Held
226M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPEM Quotes by TradingView
  • Ticker SPEM
  • Sector ETFs
  • Industry ETFs
More about SPEM
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