Rooted Wealth Advisors, Inc. Spdr Portfolio Transaction History

Rooted Wealth Advisors, Inc.

  • $275 Million
  • Q2 2025

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 03, 2023
SELL
$42.21 - $45.89 $1.66 Million - $1.81 Million
-39,386 Reduced 88.37%
5,185 $237,000
Q1 2023

Apr 26, 2023
BUY
$41.67 - $47.74 $5,833 - $6,683
140 Added 0.32%
44,571 $1.94 Million
Q4 2022

Feb 13, 2023
BUY
$39.32 - $45.21 $1.75 Million - $2.01 Million
44,431 New
44,431 $1.89 Million

Others Institutions Holding SPMD

# of Institutions
755
Shares Held
215M
Call Options Held
14.1K
Put Options Held
700
View Full List

About SPDR PORTFOLIO

SPMD Quotes by TradingView
  • Ticker SPMD
  • Sector ETFs
  • Industry ETFs
More about SPMD
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