Keeler & Nadler Financial Planning & Wealth Management’s 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
2025 Q3	$7.53M	Buy
2025 Q2	$6.94M	Buy
2025 Q1	$6.08M	Buy
2024 Q4	$6.31M	Buy
2024 Q3	$6M	Buy
2024 Q2	$5.22M	Buy
2024 Q1	$4.49M	Buy
2023 Q4	$3.1M	Buy
2022 Q4	$533K	Buy
2021 Q4	$563K	Buy