Rf&L Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Rf&L Wealth Management, LLC

$141 Billion
Q4 2024

A detailed history of Rf&L Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Rf&L Wealth Management, LLC holds 13,425 shares of SPDW stock, worth $505,451. This represents 0.32% of its overall portfolio holdings.

Number of Shares

13,425

Previous 13,647 1.63%

Holding current value

$505,451

Previous $513 Million 10.61%

% of portfolio

0.32%

Previous 0.36%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$34.13 - $37.35 $7,576 - $8,291	-222 Reduced 1.63%	13,425 $458 Million
Q3 2024 Oct 16, 2024	SELL	$33.74 - $37.96 $11,640 - $13,096	-345 Reduced 2.47%	13,647 $513 Million
Q2 2024 Jul 19, 2024	BUY	$34.2 - $36.64 $2,223 - $2,381	65 Added 0.47%	13,992 $491 Million
Q1 2024 Apr 30, 2024	SELL	$32.85 - $35.9 $11,990 - $13,103	-365 Reduced 2.55%	13,927 $499 Million
Q4 2023 Feb 14, 2024	SELL	$29.46 - $34.07 $20,533 - $23,746	-697 Reduced 4.65%	14,292 $486 Million
Q3 2023 Nov 02, 2023	BUY	$30.88 - $33.58 $1,544 - $1,679	50 Added 0.33%	14,989 $465 Million
Q2 2023 Jul 27, 2023	SELL	$31.7 - $33.66 $16,959 - $18,008	-535 Reduced 3.46%	14,939 $486 Million
Q1 2023 May 03, 2023	BUY	$29.83 - $32.71 $149 - $163	5 Added 0.03%	15,474 $497 Million
Q4 2022 Feb 14, 2023	BUY	$25.7 - $31.02 $397,553 - $479,848	15,469 New	15,469 $459 Million

Others Institutions Holding SPDW

# of Institutions

1,041

Shares Held

536M

Call Options Held

2.4K

Put Options Held

2.1K

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
Sector ETFs
Industry ETFs

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Rf&L Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History