Keener Financial Planning LLC Spdr Nuveen Bloomberg Short Te Transaction History

Keener Financial Planning LLC

$231 Million
Q4 2025

A detailed history of Keener Financial Planning LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Keener Financial Planning LLC holds 4,768 shares of SHM stock, worth $228,530. This represents 0.1% of its overall portfolio holdings.

Number of Shares

4,768

Previous 3,289 44.97%

Holding current value

$228,530

Previous $158,000 44.3%

% of portfolio

0.1%

Previous 0.07%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 23, 2026	BUY	$47.86 - $48.14 $70,784 - $71,199	1,479 Added 44.97%	4,768 $228,000
Q3 2025 Nov 07, 2025	SELL	$47.76 - $48.46 $3,725 - $3,779	-78 Reduced 2.32%	3,289 $158,000
Q2 2025 Jul 24, 2025	BUY	$47.02 - $47.83 $16,786 - $17,075	357 Added 11.86%	3,367 $161,000
Q1 2025 May 09, 2025	SELL	$47.33 - $47.92 $36,065 - $36,515	-762 Reduced 20.2%	3,010 $143,000
Q4 2024 Jan 29, 2025	BUY	$47.26 - $48.18 $33,129 - $33,774	701 Added 22.83%	3,772 $178,000

Q3 2024 Oct 18, 2024	BUY	$47.01 - $48.2 $12,222 - $12,532	260 Added 9.25%	3,071 $147,000
Q2 2024 Jul 26, 2024	BUY	$46.84 - $47.32 $45,856 - $46,326	979 Added 53.44%	2,811 $132,000
Q1 2024 May 03, 2024	BUY	$47.44 - $47.9 $28,179 - $28,452	594 Added 47.98%	1,832 $87,000
Q4 2023 Jan 26, 2024	BUY	$46.12 - $47.85 $57,096 - $59,238	1,238 New	1,238 $59,000

Others Institutions Holding SHM

# of Institutions

441

Shares Held

67.9M

Call Options Held

Put Options Held

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About SPDR NUVEEN BLOOMBERG SHORT TE

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Keener Financial Planning LLC Spdr Nuveen Bloomberg Short Te Transaction History