Keener Financial Planning LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Keener Financial Planning LLC

  • $153 Million
  • Q3 2024

A detailed history of Keener Financial Planning LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Keener Financial Planning LLC holds 97,241 shares of SPDW stock, worth $3.5 Million. This represents 2.39% of its overall portfolio holdings.

Number of Shares
97,241
Previous 109,052 10.83%
Holding current value
$3.5 Million
Previous $3.83 Million 4.52%
% of portfolio
2.39%
Previous 2.5%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
SELL
$33.74 - $37.96 $398,503 - $448,345
-11,811 Reduced 10.83%
97,241 $3.65 Million
Q2 2024

Jul 26, 2024
SELL
$34.2 - $36.64 $2,838 - $3,041
-83 Reduced 0.08%
109,052 $3.83 Million
Q1 2024

May 03, 2024
SELL
$32.85 - $35.9 $48,716 - $53,239
-1,483 Reduced 1.34%
109,135 $3.91 Million
Q4 2023

Jan 26, 2024
BUY
$29.46 - $34.07 $3.26 Million - $3.77 Million
110,618 New
110,618 $3.76 Million

Others Institutions Holding SPDW

# of Institutions
936
Shares Held
486M
Call Options Held
4.4K
Put Options Held
200
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

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