KFP
Keener Financial Planning’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $912K | Buy |
21,419
+2,656
| +14% | +$113K | 0.45% | 15 |
|
|
2025
Q1 | $764K | Sell |
18,763
-2,511
| -12% | -$102K | 0.5% | 13 |
|
|
2024
Q4 | $955K | Buy |
21,274
+769
| +4% | +$34.5K | 0.56% | 13 |
|
|
2024
Q3 | $933K | Sell |
20,505
-792
| -4% | -$36K | 0.61% | 14 |
|
|
2024
Q2 | $884K | Buy |
21,297
+65
| +0.3% | +$2.7K | 0.58% | 15 |
|
|
2024
Q1 | $914K | Sell |
21,232
-13
| -0.1% | -$560 | 0.63% | 13 |
|
|
2023
Q4 | $896K | Buy |
+21,245
| New | +$896K | 0.69% | 13 |
|