Rkl Wealth Management LLC Spdr Portfolio Transaction History

Rkl Wealth Management LLC

$1.17 Billion
Q3 2025

A detailed history of Rkl Wealth Management LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Rkl Wealth Management LLC holds 594,975 shares of SPMD stock, worth $33.5 Million. This represents 2.92% of its overall portfolio holdings.

Number of Shares

594,975

Previous 554,543 7.29%

Holding current value

$33.5 Million

Previous $30.2 Million 12.83%

% of portfolio

2.92%

Previous 2.66%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$54.43 - $58.29 $2.2 Million - $2.36 Million	40,432 Added 7.29%	594,975 $34 Million
Q2 2025 Jul 18, 2025	BUY	$44.89 - $54.38 $3.31 Million - $4.01 Million	73,729 Added 15.33%	554,543 $30.2 Million
Q1 2025 Apr 25, 2025	BUY	$50.21 - $57.73 $13.9 Million - $15.9 Million	275,996 Added 134.75%	480,814 $24.6 Million
Q4 2024 Feb 06, 2025	BUY	$54.13 - $59.56 $8.9 Million - $9.8 Million	164,481 Added 407.77%	204,818 $11.2 Million
Q3 2024 Nov 01, 2024	BUY	$50.29 - $54.92 $2.03 Million - $2.22 Million	40,337 New	40,337 $2.21 Million

Others Institutions Holding SPMD

# of Institutions

806

Shares Held

232M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO

Ticker SPMD
Sector ETFs
Industry ETFs

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Rkl Wealth Management LLC Spdr Portfolio Transaction History