Resources Investment Advisors, Llc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

Resources Investment Advisors, Llc.

$8.01 Billion
Q1 2025

A detailed history of Resources Investment Advisors, Llc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Resources Investment Advisors, Llc. holds 74,638 shares of SPDW stock, worth $2.97 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

74,638

Previous 89,195 16.32%

Holding current value

$2.97 Million

Previous $3.04 Million 10.74%

% of portfolio

0.03%

Previous 0.04%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	SELL	$33.84 - $37.77 $492,608 - $549,817	-14,557 Reduced 16.32%	74,638 $2.72 Million
Q4 2024 Feb 13, 2025	BUY	$34.13 - $37.35 $219,524 - $240,235	6,432 Added 7.77%	89,195 $3.04 Million
Q3 2024 Nov 06, 2024	BUY	$33.74 - $37.96 $47,505 - $53,447	1,408 Added 1.73%	82,763 $3.11 Million
Q2 2024 Aug 02, 2024	SELL	$34.2 - $36.64 $5.49 Million - $5.88 Million	-160,489 Reduced 66.36%	81,355 $2.85 Million
Q1 2024 May 10, 2024	SELL	$32.85 - $35.9 $3.88 Million - $4.24 Million	-118,078 Reduced 32.81%	241,844 $8.67 Million
Q4 2023 Feb 13, 2024	SELL	$29.46 - $34.07 $5.01 Million - $5.79 Million	-169,982 Reduced 32.08%	359,922 $12.2 Million
Q3 2023 Nov 14, 2023	SELL	$30.88 - $33.58 $3.98 Million - $4.33 Million	-128,884 Reduced 19.56%	529,904 $16.4 Million
Q2 2023 Aug 07, 2023	BUY	$31.7 - $33.66 $6.4 Million - $6.79 Million	201,866 Added 44.18%	658,788 $21.4 Million
Q1 2023 May 10, 2023	BUY	$29.83 - $32.71 $96,291 - $105,587	3,228 Added 0.71%	456,922 $14.7 Million
Q4 2022 Feb 02, 2023	BUY	$25.7 - $31.02 $10.6 Million - $12.8 Million	413,501 Added 1028.79%	453,694 $13.5 Million
Q3 2022 Nov 08, 2022	BUY	$25.67 - $30.93 $410,565 - $494,694	15,994 Added 66.09%	40,193 $1.04 Million
Q2 2022 Aug 08, 2022	BUY	$28.57 - $34.74 $52,625 - $63,991	1,842 Added 8.24%	24,199 $698,000
Q1 2022 May 05, 2022	BUY	$31.42 - $36.91 $106,231 - $124,792	3,381 Added 17.82%	22,357 $766,000
Q4 2021 Feb 23, 2022	BUY	$35.28 - $37.98 $10,760 - $11,583	305 Added 1.63%	18,976 $692,000
Q3 2021 Nov 05, 2021	BUY	$35.68 - $38.17 $8,349 - $8,931	234 Added 1.27%	18,671 $0
Q2 2021 Aug 09, 2021	BUY	$35.87 - $38.34 $68,260 - $72,961	1,903 Added 11.51%	18,437 $0
Q1 2021 May 10, 2021	BUY	$33.6 - $35.9 $20,563 - $21,970	612 Added 3.84%	16,534 $0
Q4 2020 Feb 08, 2021	BUY	$28.3 - $34.03 $211,910 - $254,816	7,488 Added 88.78%	15,922 $0
Q3 2020 Oct 09, 2020	SELL	$27.73 - $30.19 $3,105 - $3,381	-112 Reduced 1.31%	8,434 $0
Q2 2020 Aug 14, 2020	BUY	$22.87 - $29.3 $195,447 - $250,397	8,546 New	8,546 $0
Q1 2020 May 14, 2020	SELL	$20.71 - $31.78 $155,801 - $239,080	-7,523 Closed	0 $0
Q4 2019 Feb 07, 2020	BUY	$28.52 - $31.66 $7,015 - $7,788	246 Added 3.38%	7,523 $0
Q3 2019 Nov 08, 2019	BUY	$29.1 - $29.66 $206,726 - $210,704	7,104 Added 4106.36%	7,277 $0
Q2 2019 Aug 12, 2019	SELL	N/A	-7,137 Reduced 97.63%	173 $0
Q1 2019 May 10, 2019	SELL	N/A	-1,703 Reduced 18.89%	7,310 $0
Q4 2018 Feb 12, 2019	BUY	N/A	9,013 New	9,013 $238,000
Q3 2018 Nov 07, 2018	SELL	N/A	-4,834 Closed	0 $0
Q2 2018 Aug 15, 2018	BUY	N/A	4,784 Added 9568.0%	4,834 $147,000
Q1 2018 May 14, 2018	BUY	N/A	50 New	50 $2,000

Others Institutions Holding SPDW

# of Institutions

1,087

Shares Held

550M

Call Options Held

3.1K

Put Options Held

441

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 Resources Investment Advisors, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Resources Investment Advisors, Llc. with notifications on news.

Account

Resources Investment Advisors, Llc. Spdr Ser Tr Fds Spdr Portfolio Transaction History