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

Keener Financial Planning LLC

$201 Million
Q2 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 21,419 shares of SPSM stock, worth $995,769. This represents 0.45% of its overall portfolio holdings.

Number of Shares

21,419

Previous 18,763 14.16%

Holding current value

$995,769

Previous $764,000 19.37%

% of portfolio

0.45%

Previous 0.5%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	BUY	$35.35 - $42.68 $93,889 - $113,358	2,656 Added 14.16%	21,419 $912,000
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

972

Shares Held

199M

Call Options Held

51.7K

Put Options Held

1.2K

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

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