Ridgeline Wealth Planning, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Ridgeline Wealth Planning, LLC

  • $102 Billion
  • Q1 2025

A detailed history of Ridgeline Wealth Planning, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Ridgeline Wealth Planning, LLC holds 11,862 shares of SPDW stock, worth $469,260. This represents 0.42% of its overall portfolio holdings.

Number of Shares
11,862
Previous 12,663 6.33%
Holding current value
$469,260
Previous $432 Million 0.07%
% of portfolio
0.42%
Previous 0.41%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
SELL
$33.84 - $37.77 $27,105 - $30,253
-801 Reduced 6.33%
11,862 $432 Million
Q4 2024

Jan 29, 2025
BUY
$34.13 - $37.35 $432,188 - $472,963
12,663 New
12,663 $432 Million

Others Institutions Holding SPDW

# of Institutions
1,088
Shares Held
550M
Call Options Held
3.1K
Put Options Held
441
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

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