Keener Financial Planning LLC Spdr Portfolio S&P 1500 Compos Transaction History

Keener Financial Planning LLC

$154 Million
Q1 2025

A detailed history of Keener Financial Planning LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Keener Financial Planning LLC holds 819,766 shares of SPTM stock, worth $59.3 Million. This represents 36.24% of its overall portfolio holdings.

Number of Shares

819,766

Previous 874,363 6.24%

Holding current value

$59.3 Million

Previous $62.5 Million 10.73%

% of portfolio

36.24%

Previous 36.88%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$67.03 - $74.61 $3.66 Million - $4.07 Million	-54,597 Reduced 6.24%	819,766 $55.8 Million
Q4 2024 Jan 29, 2025	BUY	$69.3 - $74.3 $5.31 Million - $5.69 Million	76,561 Added 9.6%	874,363 $62.5 Million
Q3 2024 Oct 18, 2024	SELL	$63.28 - $70.06 $1.55 Million - $1.72 Million	-24,561 Reduced 2.99%	797,802 $55.9 Million
Q2 2024 Jul 26, 2024	BUY	$60.69 - $66.83 $2.18 Million - $2.4 Million	35,859 Added 4.56%	822,363 $54.6 Million
Q1 2024 May 03, 2024	BUY	$57.38 - $64.15 $2 Million - $2.24 Million	34,873 Added 4.64%	786,504 $50.5 Million
Q4 2023 Jan 26, 2024	BUY	$50.31 - $58.65 $37.8 Million - $44.1 Million	751,631 New	751,631 $43.9 Million

Others Institutions Holding SPTM

# of Institutions

701

Shares Held

92.4M

Call Options Held

8.6K

Put Options Held

4.1K

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About SPDR PORTFOLIO S&P 1500 COMPOS

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Keener Financial Planning LLC Spdr Portfolio S&P 1500 Compos Transaction History