Keener Financial Planning LLC Spdr Portfolio S&P 500 Value E Transaction History

Keener Financial Planning LLC

$169 Million
Q4 2024

A detailed history of Keener Financial Planning LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Keener Financial Planning LLC holds 73,394 shares of SPYV stock, worth $3.87 Million. This represents 2.22% of its overall portfolio holdings.

Number of Shares

73,394

Previous 65,806 11.53%

Holding current value

$3.87 Million

Previous $3.48 Million 7.91%

% of portfolio

2.22%

Previous 2.28%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$51.09 - $55.27 $387,670 - $419,388	7,588 Added 11.53%	73,394 $3.75 Million
Q3 2024 Oct 18, 2024	SELL	$48.51 - $52.86 $4.77 Million - $5.2 Million	-98,362 Reduced 59.92%	65,806 $3.48 Million
Q2 2024 Jul 26, 2024	SELL	$47.37 - $50.09 $4.36 Million - $4.61 Million	-91,980 Reduced 35.91%	164,168 $8 Million
Q1 2024 May 03, 2024	BUY	$45.88 - $50.1 $626,629 - $684,265	13,658 Added 5.63%	256,148 $12.8 Million
Q4 2023 Jan 26, 2024	BUY	$39.63 - $46.73 $9.61 Million - $11.3 Million	242,490 New	242,490 $11.3 Million

Others Institutions Holding SPYV

# of Institutions

1,078

Shares Held

437M

Call Options Held

316K

Put Options Held

4.7K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
Sector ETFs
Industry ETFs

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Keener Financial Planning LLC Spdr Portfolio S&P 500 Value E Transaction History