Ownership history in Rede Wealth, LLC · 7 quarters on record
This page tracks every 13F SEC filing in which Rede Wealth, LLC reported a position in SPDR SER TR (SPHY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 58,782 | -7,224 | -10.9% | 0.48% | $1.4M | $23.39 |
| 2025 Q2 | ADDED | 66,006 | +4,330 | +7.0% | 0.57% | $1.6M | $22.55 |
| 2025 Q1 | ADDED | 61,676 | +5,105 | +9.0% | 0.51% | $1.4M | $21.77 |
| 2024 Q4 | ADDED | 56,571 | +9,908 | +21.2% | 0.51% | $1.3M | $21.54 |
| 2024 Q3 | ADDED | 46,663 | +30,610 | +190.7% | 0.43% | $1.1M | $21.53 |
| 2024 Q2 | ADDED | 16,053 | +2,461 | +18.1% | 0.34% | $373K | $20.39 |
| 2024 Q1 | INITIATED | 13,592 | — | — | 0.13% | $319K | — |
As of 2025 Q4 — sorted by position size