Keener Financial Planning LLC SPDW — SPDR INDEX SHS FDS

Ownership history in Keener Financial Planning LLC  ·  9 quarters on record

AI Ownership Summary

Keener Financial Planning LLC reported SPDR INDEX SHS FDS (SPDW) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.91% in 2023 Q4. The latest visible filing shows SPDW at 1.93% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SPDW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Keener Financial Planning LLC's position in SPDR INDEX SHS FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SPDW was reported at 1.93% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.91% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SPDW stock page Keener Financial Planning LLC fund profile Keener Financial Planning LLC full holdings
How Keener Financial Planning LLC held SPDW — position size vs. price
% of Fund (quarterly)    SPDW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 100,463 -3,533 -3.4% 1.93% $4.5M 2026-02-14 (Est.) $48.82
2025 Q3 REDUCED — — — 103,996 -197 -0.2% 2.06% $4.4M 2025-11-07 $42.48
2025 Q2 ADDED — — — 104,193 +14,392 +16.0% 2.10% $4.2M 2025-07-25 $40.49
2025 Q1 REDUCED 14.3% +13.1% ❌ 89,801 -14,943 -14.3% 2.12% $3.3M 2025-05-09 $37.11
2024 Q4 ADDED — — — 104,744 +7,503 +7.7% 2.11% $3.6M 2025-01-29 $34.38
2024 Q3 REDUCED 10.8% -7.8% ✅ 97,241 -11,811 -10.8% 2.39% $3.7M 2024-10-18 $35.15
2024 Q2 REDUCED — — — 109,052 -83 -0.1% 2.50% $3.8M 2024-07-26 $33.95
2024 Q1 REDUCED — — — 109,135 -1,483 -1.3% 2.69% $3.9M 2024-05-03 $33.16
2023 Q4 INITIATED — — — 110,618 — — 2.91% $3.8M 2024-01-26 $31.53

🏢 Other funds also holding SPDW

As of 2026 Q1 — sorted by position size

TTP Investments, Inc. 3Y 7Y 21.26% Auto-Owners Insurance Co 3Y 18.77% McNamara Financial Services, Inc. 3Y 7Y 18.11% TRUEFG, LLC 3Y 16.68% Higgins & Schmidt Wealth Strategies LLC 14.04% LANDMARK WEALTH MANAGEMENT, INC. 12.42% Peterson Wealth Advisors, LLC 3Y 7Y 11.42% BRIGHTON SECURITIES CORP. 11.12% Macco Financial Group, Inc. 11.02% Xena Financial Planning, LLC 10.7%

FAQ About Keener Financial Planning LLC and SPDW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Keener Financial Planning LLC reported owning SPDW?

Keener Financial Planning LLC reported SPDW across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SPDW position in Keener Financial Planning LLC's portfolio?

The largest reported portfolio weight for SPDW was 2.91% in 2023 Q4.

What is the latest reported SPDW position on this page?

The most recent filing on this page is 2025 Q4, when Keener Financial Planning LLC reported 100,463 shares, equal to 1.93% of portfolio, with an estimated market value of $4.5M.

What does the chart on this SPDW ownership page compare?

The chart compares Keener Financial Planning LLC's quarterly SPDW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Keener Financial Planning LLC time their SPDW position?

Based on 13F filing dates vs. subsequent SPDW price moves, Keener Financial Planning LLC correctly timed 4 out of 8 reported position changes (50%). The annualised alpha on SPDW relative to SPY over the holding period was +3.8%.

← Back to Keener Financial Planning LLC Holdings