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

Ridgeline Wealth Planning, LLC

  • $133 Billion
  • Q3 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 11,690 shares of SPDW stock, worth $511,554. This represents 0.38% of its overall portfolio holdings.

Number of Shares
11,690
Previous 11,710 0.17%
Holding current value
$511,554
Previous $474 Million 5.5%
% of portfolio
0.38%
Previous 0.39%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
SELL
$39.8 - $42.86 $796 - $857
-20 Reduced 0.17%
11,690 $500 Million
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
1,192
Shares Held
607M
Call Options Held
5.2K
Put Options Held
13K
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPDW Quotes by TradingView
  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
Track This Portfolio

Track Ridgeline Wealth Planning, LLC Portfolio

Follow Ridgeline Wealth Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ridgeline Wealth Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ridgeline Wealth Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email