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KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT → SPY

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT SPY Position History

State Street SPDR S&P 500 ETF Trust • Financial Services

Quarters held
5
Latest value
$9.8M
Q3 2026
Peak value
$9.8M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$7.5M
Q4 2025$7.6M
Q1 2026$8.3M
Q2 2026$9.6M
Q3 2026$9.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$9.8M12.9K——
Q2 2026$9.6M12.9K——
Q1 2026$8.3M12.7K——
Q4 2025$7.6M11.1K——
Q3 2025$7.5M11.3K——

Other funds holding SPY

Other KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT positions

SCHW-PJ

SCHWAB STRATEGIC TR

$31.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$31.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$29.9M
SCHW-PJ

SCHWAB STRATEGIC TR

$29.2M
STT-PG

SPDR SERIES TRUST

$27.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$27.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$27.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$25.7M