Keener Financial Planning’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Keener Financial Planning’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 Q1	$243K	Hold	374	–	–	0.1%	51
2025 Q4	$255K	Buy	374 +34	+10%	+$23K	0.11%	48
2025 Q3	$226K	Sell	340 -57	-14%	-$36.5K	0.1%	46
2025 Q2	$245K	Buy	397 +57	+17%	+$32.6K	0.12%	44
2025 Q1	$190K	Hold	340	–	–	0.12%	44
2024 Q4	$199K	Hold	340	–	–	0.12%	45
2024 Q3	$195K	Hold	340	–	–	0.13%	42
2024 Q2	$185K	Hold	340	–	–	0.12%	47
2024 Q1	$178K	Hold	340	–	–	0.12%	49
2023 Q4	$162K	Buy	+340	New	+$151K	0.13%	50

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Keener Financial Planning's SPY Position: Q1 2026 in Review

Keener Financial Planning held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 374 shares worth $243K. The position accounts for 0.1% of the portfolio, ranked #51.

Keener Financial Planning first reported a position in SPY in Q4 2023 and has held it in 10 quarters since. The position peaked at $255K in Q4 2025. 4,557 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Keener Financial Planning held 374 shares of State Street SPDR S&P 500 ETF Trust worth $243K as of Q1 2026.
Keener Financial Planning left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P 500 ETF Trust made up 0.1% of Keener Financial Planning's portfolio in Q1 2026, its #51 holding.
Keener Financial Planning first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 10 quarters since.
Keener Financial Planning's State Street SPDR S&P 500 ETF Trust position peaked at $255K in Q4 2025.
4,557 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Keener Financial Planning's 13F filing for Q1 2026, filed 1 May 2026.