SPY SPDR S&P 500 ETF TR

Ownership history in Rede Wealth, LLC  ·  21 quarters on record

This page tracks every 13F SEC filing in which Rede Wealth, LLC reported a position in SPDR S&P 500 ETF TR (SPY). 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.

Peak position
2.68% (2024 Q2)
Avg. % of fund
1.59%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 5,192 +3,489 +204.9% 1.23% $3.5M $680.06
2025 Q3 REDUCED 1,703 -3,330 -66.2% 0.89% $1.1M $662.41
2025 Q2 REDUCED 5,033 -196 -3.7% 1.12% $3.1M $612.65
2025 Q1 REDUCED 5,229 -20 -0.4% 1.03% $2.9M $553.05
2024 Q4 REDUCED 5,249 -83 -1.6% 1.18% $3.1M $577.70
2024 Q3 REDUCED 5,332 -8 -0.1% 1.17% $3.1M $563.66
2024 Q2 REDUCED 5,340 -169 -3.1% 2.68% $2.9M $533.00
2024 Q1 ADDED 5,509 +477 +9.5% 1.21% $2.9M $510.64
2023 Q4 REDUCED 5,032 -81 -1.6% 1.13% $2.4M $462.58
2023 Q3 REDUCED 5,113 -615 -10.7% 1.10% $2.2M $414.35
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPY price (monthly, adj. close)
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