Ruedi Wealth Management, Inc. Spdr S&P 500 ETF Trust Transaction History

Ruedi Wealth Management, Inc.

$254 Billion
Q2 2024

A detailed history of Ruedi Wealth Management, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Ruedi Wealth Management, Inc. holds 1,589 shares of SPY stock, worth $872,345. This represents 0.34% of its overall portfolio holdings.

Number of Shares

1,589

Previous 1,590 0.06%

Holding current value

$872,345

Previous $832 Million 3.97%

% of portfolio

0.34%

Previous 0.35%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 17, 2024	SELL	$495.16 - $548.49 $495 - $548	-1 Reduced 0.06%	1,589 $865 Million
Q1 2024 May 06, 2024	BUY	$467.28 - $523.17 $467 - $523	1 Added 0.06%	1,590 $832 Million
Q4 2023 Jan 25, 2024	SELL	$410.68 - $476.69 $62,012 - $71,980	-151 Reduced 8.68%	1,589 $755 Million
Q3 2023 Oct 26, 2023	SELL	$425.88 - $457.79 $2,129 - $2,288	-5 Reduced 0.29%	1,740 $744 Million
Q2 2023 Jul 27, 2023	BUY	$404.36 - $443.28 $404 - $443	1 Added 0.06%	1,745 $774 Million

Q1 2023 May 09, 2023	SELL	$379.5 - $416.78 $8,728 - $9,585	-23 Reduced 1.3%	1,744 $714 Million
Q4 2022 Feb 21, 2023	BUY	$357.63 - $407.42 $631,932 - $719,911	1,767 New	1,767 $676 Million

Others Institutions Holding SPY

# of Institutions

4,347

Shares Held

586M

Call Options Held

250M

Put Options Held

482M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ruedi Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ruedi Wealth Management, Inc. with notifications on news.

Account

Ruedi Wealth Management, Inc. Spdr S&P 500 ETF Trust Transaction History