Keener Financial Planning’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Keener Financial Planning’s Portfolio SPMD Stock Details SPMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-3,027	Closed	-$173K	–	184
2025 Q3	$173K	Hold	3,027	–	–	0.08%	52
2025 Q2	$164K	Hold	3,027	–	–	0.08%	56
2025 Q1	$154K	Hold	3,027	–	–	0.1%	49
2024 Q4	$165K	Hold	3,027	–	–	0.1%	53
2024 Q3	$165K	Hold	3,027	–	–	0.11%	47
2024 Q2	$155K	Hold	3,027	–	–	0.1%	50
2024 Q1	$162K	Sell	3,027 -218	-7%	-$10.8K	0.11%	51
2023 Q4	$158K	Buy	+3,245	New	+$145K	0.12%	52

Other funds holding SPMD

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Keener Financial Planning's SPMD Position: Q4 2025 in Review

Keener Financial Planning sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q4 2025, closing a stake of 3,027 shares — an estimated $173K sold.

Keener Financial Planning first reported a position in SPMD in Q4 2023 and held it in 8 quarters. The position peaked at $173K in Q3 2025. 798 funds tracked by Wall St. Rank hold SPMD as of Q4 2025.

Keener Financial Planning reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q4 2025 after selling out during the quarter.
Keener Financial Planning sold 3,027 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2025, an estimated $173K.
Keener Financial Planning first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2023 and held it in 8 quarters.
Keener Financial Planning's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $173K in Q3 2025.
798 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.