Iams Wealth Management, LLC Spdr Portfolio Transaction History

Iams Wealth Management, LLC

$277 Billion
Q4 2025

A detailed history of Iams Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Iams Wealth Management, LLC holds 5,733 shares of SPMD stock, worth $322,595. This represents 0.12% of its overall portfolio holdings.

Number of Shares

5,733

Previous 6,601 13.15%

Holding current value

$322,595

Previous $378 Million 12.06%

% of portfolio

0.12%

Previous 0.15%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 26, 2026	SELL	$55.44 - $58.05 $48,121 - $50,387	-868 Reduced 13.15%	5,733 $332 Million
Q3 2025 Oct 15, 2025	BUY	$54.43 - $58.29 $8,273 - $8,860	152 Added 2.36%	6,601 $378 Million
Q2 2025 Jul 14, 2025	BUY	$44.89 - $54.38 $11,671 - $14,138	260 Added 4.2%	6,449 $351 Million
Q1 2025 Apr 10, 2025	BUY	$50.21 - $57.73 $18,075 - $20,782	360 Added 6.18%	6,189 $317 Million
Q4 2024 Jan 23, 2025	BUY	$54.13 - $59.56 $24,953 - $27,457	461 Added 8.59%	5,829 $319 Million

Q3 2024 Oct 11, 2024	BUY	$50.29 - $54.92 $72,266 - $78,920	1,437 Added 36.56%	5,368 $294 Million
Q2 2024 Aug 05, 2024	BUY	$49.54 - $53.39 $194,741 - $209,876	3,931 New	3,931 $202 Million

Others Institutions Holding SPMD

# of Institutions

809

Shares Held

230M

Call Options Held

Put Options Held

View Full List

About SPDR PORTFOLIO

Ticker SPMD
Sector ETFs
Industry ETFs

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Iams Wealth Management, LLC Spdr Portfolio Transaction History