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Keeler & Nadler Financial Planning & Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Keeler & Nadler Financial Planning & Wealth Management’s Portfolio SPY Stock Details SPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.63M Buy
12,900
+197
+2% +$143K 2.73% 15
2026
Q1 		$8.26M Buy
12,703
+1,584
+14% +$1.08M 2.8% 11
2025
Q4 		$7.58M Sell
11,119
-189
-2% -$128K 2.63% 11
2025
Q3 		$7.53M Buy
11,308
+78
+0.7% +$50K 2.76% 10
2025
Q2 		$6.94M Buy
11,230
+287
+3% +$164K 2.78% 11
2025
Q1 		$6.08M Buy
10,943
+183
+2% +$108K 2.74% 12
2024
Q4 		$6.31M Buy
10,760
+294
+3% +$173K 2.95% 11
2024
Q3 		$6M Buy
10,466
+869
+9% +$480K 2.93% 11
2024
Q2 		$5.22M Buy
9,597
+1,015
+12% +$531K 2.87% 11
2024
Q1 		$4.49M Buy
8,582
+2,066
+32% +$1.03M 2.7% 11
2023
Q4 		$3.1M Buy
+6,516
New +$2.9M 2.24% 14
2022
Q4 		$533K Buy
+1,394
New +$536K 0.48% 32
2021
Q4 		$563K Buy
+1,184
New +$544K 0.52% 32

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PAI
Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FTF
Freedom Together Foundation New York $867M AUM 20.05% 1-Year Est. Return

Keeler & Nadler Financial Planning & Wealth Management's SPY Position: Q2 2026 in Review

Keeler & Nadler Financial Planning & Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.6% in Q2 2026, buying an estimated $143K and bringing the position to 12,900 shares worth $9.63M. The position accounts for 2.73% of the portfolio, ranked #15.

Keeler & Nadler Financial Planning & Wealth Management first reported a position in SPY in Q4 2021 and has held it in 13 quarters since. 2,694 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Keeler & Nadler Financial Planning & Wealth Management held 12,900 shares of State Street SPDR S&P 500 ETF Trust worth $9.63M as of Q2 2026.
  • Keeler & Nadler Financial Planning & Wealth Management bought 197 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $143K.
  • State Street SPDR S&P 500 ETF Trust made up 2.73% of Keeler & Nadler Financial Planning & Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Keeler & Nadler Financial Planning & Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 13 quarters since.
  • 2,694 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Keeler & Nadler Financial Planning & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.