Keener Financial Planning
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Keener Financial Planning’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Keener Financial Planning’s Portfolio SPTM Stock Details SPTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$107M Buy
1,157,199
+13,801
+1% +$1.27M 37.64% 1
2026
Q2 		$104M Buy
1,143,398
+56,706
+5% +$4.99M 37.13% 1
2026
Q1 		$85.9M Buy
1,086,692
+60,084
+6% +$4.96M 36.11% 1
2025
Q4 		$84.7M Buy
1,026,608
+50,710
+5% +$4.15M 36.6% 1
2025
Q3 		$78.7M Buy
975,898
+7,444
+0.8% +$578K 36.51% 1
2025
Q2 		$72.5M Buy
968,454
+148,688
+18% +$10.3M 36.16% 1
2025
Q1 		$55.8M Sell
819,766
-54,597
-6% -$3.91M 36.24% 1
2024
Q4 		$62.5M Buy
874,363
+76,561
+10% +$5.51M 36.88% 1
2024
Q3 		$55.9M Sell
797,802
-24,561
-3% -$1.66M 36.59% 1
2024
Q2 		$54.6M Buy
822,363
+35,859
+5% +$2.3M 35.6% 1
2024
Q1 		$50.5M Buy
786,504
+34,873
+5% +$2.13M 34.7% 1
2023
Q4 		$43.9M Buy
+751,631
New +$41M 33.97% 1

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return
Hughes Financial Services
Hughes Financial Services Herndon, Virginia $786M AUM 13.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Keener Financial Planning's SPTM Position: Q3 2026 in Review

Keener Financial Planning increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 1.2% in Q3 2026, buying an estimated $1.27M and bringing the position to 1,157,199 shares worth $107M. The position accounts for 37.64% of the portfolio, ranked #1.

Keener Financial Planning first reported a position in SPTM in Q4 2023 and has held it in 12 quarters since. 558 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

  • Keener Financial Planning held 1,157,199 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $107M as of Q3 2026.
  • Keener Financial Planning bought 13,801 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $1.27M.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 37.64% of Keener Financial Planning's portfolio in Q3 2026, its #1 holding.
  • Keener Financial Planning first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2023 and has held it in 12 quarters since.
  • 558 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Keener Financial Planning's 13F filing for Q3 2026, filed 6 Nov 2026.