Rooted Wealth Advisors, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

Rooted Wealth Advisors, Inc.

$239 Million
Q1 2025

A detailed history of Rooted Wealth Advisors, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 19,315 shares of SPDW stock, worth $768,930. This represents 0.3% of its overall portfolio holdings.

Number of Shares

19,315

Previous 19,181 0.7%

Holding current value

$768,930

Previous $662,000 7.1%

% of portfolio

0.3%

Previous 0.26%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	BUY	$33.84 - $37.77 $4,534 - $5,061	134 Added 0.7%	19,315 $709,000
Q4 2024 Jan 30, 2025	BUY	$34.13 - $37.35 $15,904 - $17,405	466 Added 2.49%	19,181 $662,000
Q3 2024 Nov 12, 2024	SELL	$33.74 - $37.96 $944 - $1,062	-28 Reduced 0.15%	18,715 $691,000
Q2 2024 Jul 25, 2024	SELL	$34.2 - $36.64 $79,720 - $85,407	-2,331 Reduced 11.06%	18,743 $673,000
Q1 2024 Apr 17, 2024	SELL	$32.85 - $35.9 $8,113 - $8,867	-247 Reduced 1.16%	21,074 $747,000
Q4 2023 Feb 07, 2024	SELL	$29.46 - $34.07 $153,339 - $177,334	-5,205 Reduced 19.62%	21,321 $720,000
Q3 2023 Nov 21, 2023	SELL	$30.88 - $33.58 $215,171 - $233,985	-6,968 Reduced 20.8%	26,526 $855,000
Q2 2023 Aug 03, 2023	SELL	$31.7 - $33.66 $8.2 Million - $8.7 Million	-258,613 Reduced 88.53%	33,494 $1.08 Million
Q1 2023 Apr 26, 2023	SELL	$29.83 - $32.71 $171,015 - $187,526	-5,733 Reduced 1.92%	292,107 $9.6 Million
Q4 2022 Feb 13, 2023	BUY	$25.7 - $31.02 $7.65 Million - $9.24 Million	297,840 New	297,840 $8.84 Million

Others Institutions Holding SPDW

# of Institutions

1,087

Shares Held

550M

Call Options Held

3.1K

Put Options Held

441

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
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Rooted Wealth Advisors, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History