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

Keener Financial Planning LLC

$231 Million
Q4 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 1,026,608 shares of SPTM stock, worth $83.3 Million. This represents 36.6% of its overall portfolio holdings.

Number of Shares

1,026,608

Previous 975,898 5.2%

Holding current value

$83.3 Million

Previous $78.7 Million 7.61%

% of portfolio

36.6%

Previous 36.51%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 23, 2026	BUY	$78.97 - $83.03 $4 Million - $4.21 Million	50,710 Added 5.2%	1,026,608 $84.7 Million
Q3 2025 Nov 07, 2025	BUY	$74.93 - $80.73 $557,778 - $600,954	7,444 Added 0.77%	975,898 $78.7 Million
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

768

Shares Held

98.4M

Call Options Held

46.9K

Put Options Held

View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

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