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

Rfg Bristol Wealth Advisors, LLC

  • $346 Billion
  • Q3 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 607,696 shares of SPDW stock, worth $26.6 Million. This represents 7.51% of its overall portfolio holdings.

Number of Shares
607,696
Previous 404,032 50.41%
Holding current value
$26.6 Million
Previous $16.4 Billion 58.95%
% of portfolio
7.51%
Previous 5.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
$39.8 - $42.86 $8.11 Million - $8.73 Million
203,664 Added 50.41%
607,696 $26 Billion
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
1,193
Shares Held
607M
Call Options Held
5.2K
Put Options Held
13K
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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