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

Keener Financial Planning LLC

$231 Million
Q4 2025

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 9,763 shares of SPEM stock, worth $463,254. This represents 0.2% of its overall portfolio holdings.

Number of Shares

9,763

Previous 10,955 10.88%

Holding current value

$463,254

Previous $512,000 10.74%

% of portfolio

0.2%

Previous 0.24%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 23, 2026	SELL	$45.45 - $48.31 $54,176 - $57,585	-1,192 Reduced 10.88%	9,763 $457,000
Q3 2025 Nov 07, 2025	SELL	$42.67 - $46.91 $1,493 - $1,641	-35 Reduced 0.32%	10,955 $512,000
Q2 2025 Jul 24, 2025	SELL	$34.72 - $42.74 $33,331 - $41,030	-960 Reduced 8.03%	10,990 $469,000
Q1 2025 May 09, 2025	BUY	$37.07 - $40.63 $630 - $690	17 Added 0.14%	11,950 $470,000
Q4 2024 Jan 29, 2025	SELL	$38.37 - $42.82 $48,231 - $53,824	-1,257 Reduced 9.53%	11,933 $457,000

Q3 2024 Oct 18, 2024	SELL	$36.02 - $41.68 $42,899 - $49,640	-1,191 Reduced 8.28%	13,190 $544,000
Q1 2024 May 03, 2024	BUY	$33.69 - $36.47 $49,153 - $53,209	1,459 Added 11.29%	14,381 $521,000
Q4 2023 Jan 26, 2024	BUY	$32.26 - $35.46 $416,863 - $458,214	12,922 New	12,922 $458,000

Others Institutions Holding SPEM

# of Institutions

998

Shares Held

243M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

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