Keener Financial Planning LLC Spdr Portfolio S&P 600 Small C Transaction History

Keener Financial Planning LLC

  • $154 Million
  • Q1 2025

A detailed history of Keener Financial Planning LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Keener Financial Planning LLC holds 18,763 shares of SPSM stock, worth $771,159. This represents 0.5% of its overall portfolio holdings.

Number of Shares
18,763
Previous 21,274 11.8%
Holding current value
$771,159
Previous $955,000 20.0%
% of portfolio
0.5%
Previous 0.56%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
SELL
$40.03 - $46.81 $100,515 - $117,539
-2,511 Reduced 11.8%
18,763 $764,000
Q4 2024

Jan 29, 2025
BUY
$44.33 - $49.55 $34,089 - $38,103
769 Added 3.75%
21,274 $955,000
Q3 2024

Oct 18, 2024
SELL
$41.02 - $46.01 $32,487 - $36,439
-792 Reduced 3.72%
20,505 $933,000
Q2 2024

Jul 26, 2024
BUY
$39.75 - $43.15 $2,583 - $2,804
65 Added 0.31%
21,297 $884,000
Q1 2024

May 03, 2024
SELL
$39.85 - $43.04 $518 - $559
-13 Reduced 0.06%
21,232 $914,000
Q4 2023

Jan 26, 2024
BUY
$34.3 - $42.83 $728,703 - $909,923
21,245 New
21,245 $896,000

Others Institutions Holding SPSM

# of Institutions
967
Shares Held
201M
Call Options Held
64.8K
Put Options Held
5.94K
View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

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