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

Rf&L Wealth Management, LLC

  • $141 Billion
  • Q4 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 13,425 shares of SPDW stock, worth $461,820. This represents 0.32% of its overall portfolio holdings.

Number of Shares
13,425
Previous 13,647 1.63%
Holding current value
$461,820
Previous $513 Million 10.61%
% of portfolio
0.32%
Previous 0.36%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
SELL
$34.13 - $37.35 $7,576 - $8,291
-222 Reduced 1.63%
13,425 $458 Million
Q3 2024

Oct 16, 2024
SELL
$33.74 - $37.96 $11,640 - $13,096
-345 Reduced 2.47%
13,647 $513 Million
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
960
Shares Held
488M
Call Options Held
500
Put Options Held
200
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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