Rfg Bristol Wealth Advisors, LLC Spdr S&P 500 ETF Trust Transaction History

Rfg Bristol Wealth Advisors, LLC

  • $322 Billion
  • Q2 2025

A detailed history of Rfg Bristol Wealth Advisors, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Rfg Bristol Wealth Advisors, LLC holds 2,251 shares of SPY stock, worth $1.52 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
2,251
Previous 976 130.64%
Holding current value
$1.52 Million
Previous $546 Million 154.9%
% of portfolio
0.43%
Previous 0.18%

Shares

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

Aug 05, 2025
BUY
$496.48 - $617.85 $633,012 - $787,758
1,275 Added 130.64%
2,251 $1.39 Billion
Q1 2025

May 08, 2025
BUY
$551.42 - $612.93 $83,264 - $92,552
151 Added 18.3%
976 $546 Million
Q4 2024

Feb 12, 2025
BUY
$567.81 - $607.81 $468,443 - $501,443
825 New
825 $483 Million

Others Institutions Holding SPY

# of Institutions
5,190
Shares Held
643M
Call Options Held
380M
Put Options Held
723M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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