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

Ruedi Wealth Management, Inc.

$317 Billion
Q4 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 1,526 shares of SPY stock, worth $906,810. This represents 0.28% of its overall portfolio holdings.

Number of Shares

1,526

Previous 1,590 4.03%

Holding current value

$906,810

Previous $912 Million 1.91%

% of portfolio

0.28%

Previous 0.31%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$567.81 - $607.81 $36,339 - $38,899	-64 Reduced 4.03%	1,526 $895 Million
Q3 2024 Oct 22, 2024	BUY	$517.38 - $573.86 $517 - $573	1 Added 0.06%	1,590 $912 Million
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

4,983

Shares Held

598M

Call Options Held

370M

Put Options Held

676M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

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