Ridgeline Wealth Planning, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Ridgeline Wealth Planning, LLC

  • $121 Billion
  • Q2 2025

A detailed history of Ridgeline Wealth Planning, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Ridgeline Wealth Planning, LLC holds 11,710 shares of SPDW stock, worth $506,808. This represents 0.39% of its overall portfolio holdings.

Number of Shares
11,710
Previous 11,862 1.28%
Holding current value
$506,808
Previous $432 Million 9.78%
% of portfolio
0.39%
Previous 0.42%

Shares

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

Jul 24, 2025
SELL
$32.66 - $40.75 $4,964 - $6,194
-152 Reduced 1.28%
11,710 $474 Million
Q1 2025

Apr 30, 2025
SELL
$33.84 - $37.77 $27,105 - $30,253
-801 Reduced 6.33%
11,862 $432 Million
Q4 2024

Jan 29, 2025
BUY
$34.13 - $37.35 $432,188 - $472,963
12,663 New
12,663 $432 Million

Others Institutions Holding SPDW

# of Institutions
1,162
Shares Held
578M
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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