Rf&L Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Rf&L Wealth Management, LLC

$131 Billion
Q2 2024

A detailed history of Rf&L Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Rf&L Wealth Management, LLC holds 13,992 shares of SPDW stock, worth $519,942. This represents 0.37% of its overall portfolio holdings.

Number of Shares

13,992

Previous 13,927 0.47%

Holding current value

$519,942

Previous $499 Million 1.66%

% of portfolio

0.37%

Previous 0.38%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 19, 2024	BUY	$34.2 - $36.64 $2,223 - $2,381	65 Added 0.47%	13,992 $491 Million
Q1 2024 Apr 30, 2024	SELL	$32.85 - $35.9 $11,990 - $13,103	-365 Reduced 2.55%	13,927 $499 Million
Q4 2023 Feb 14, 2024	SELL	$29.46 - $34.07 $20,533 - $23,746	-697 Reduced 4.65%	14,292 $486 Million
Q3 2023 Nov 02, 2023	BUY	$30.88 - $33.58 $1,544 - $1,679	50 Added 0.33%	14,989 $465 Million
Q2 2023 Jul 27, 2023	SELL	$31.7 - $33.66 $16,959 - $18,008	-535 Reduced 3.46%	14,939 $486 Million
Q1 2023 May 03, 2023	BUY	$29.83 - $32.71 $149 - $163	5 Added 0.03%	15,474 $497 Million
Q4 2022 Feb 14, 2023	BUY	$25.7 - $31.02 $397,553 - $479,848	15,469 New	15,469 $459 Million

Others Institutions Holding SPDW

# of Institutions

934

Shares Held

484M

Call Options Held

4.4K

Put Options Held

700

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
Sector ETFs
Industry ETFs

More about SPDW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Rf&L Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rf&L Wealth Management, LLC with notifications on news.

Account

Rf&L Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History