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

Keener Financial Planning LLC

$201 Million
Q2 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 968,454 shares of SPTM stock, worth $77.4 Million. This represents 36.16% of its overall portfolio holdings.

Number of Shares

968,454

Previous 819,766 18.14%

Holding current value

$77.4 Million

Previous $55.8 Million 30.09%

% of portfolio

36.16%

Previous 36.24%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	BUY	$60.34 - $74.89 $8.97 Million - $11.1 Million	148,688 Added 18.14%	968,454 $72.5 Million
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

728

Shares Held

95.1M

Call Options Held

24.2K

Put Options Held

View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

Ticker SPTM
Sector ETFs
Industry ETFs

More about SPTM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Keener Financial Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Keener Financial Planning LLC with notifications on news.

Account

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