Rfg Bristol Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Rfg Bristol Wealth Advisors, LLC

  • $322 Billion
  • Q2 2025

A detailed history of Rfg Bristol Wealth Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Rfg Bristol Wealth Advisors, LLC holds 404,032 shares of SPDW stock, worth $17.6 Million. This represents 5.07% of its overall portfolio holdings.

Number of Shares
404,032
Previous 296,369 36.33%
Holding current value
$17.6 Million
Previous $10.8 Billion 51.6%
% of portfolio
5.07%
Previous 3.62%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
BUY
$32.66 - $40.75 $3.52 Million - $4.39 Million
107,663 Added 36.33%
404,032 $16.4 Billion
Q1 2025

May 08, 2025
BUY
$33.84 - $37.77 $10 Million - $11.2 Million
296,369 New
296,369 $10.8 Billion

Others Institutions Holding SPDW

# of Institutions
1,145
Shares Held
575M
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
Track This Portfolio

Track Rfg Bristol Wealth Advisors, LLC Portfolio

Follow Rfg Bristol Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rfg Bristol Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rfg Bristol Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email