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

Keener Financial Planning LLC

  • $169 Million
  • Q4 2024

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 874,363 shares of SPTM stock, worth $63.8 Million. This represents 36.88% of its overall portfolio holdings.

Number of Shares
874,363
Previous 797,802 9.6%
Holding current value
$63.8 Million
Previous $55.9 Million 11.74%
% of portfolio
36.88%
Previous 36.59%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
675
Shares Held
93.6M
Call Options Held
9K
Put Options Held
0
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

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