Iag Wealth Partners, LLC Spdr Portfolio Transaction History

Iag Wealth Partners, LLC

$535 Million
Q3 2024

A detailed history of Iag Wealth Partners, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 178,746 shares of SPMD stock, worth $10.2 Million. This represents 1.83% of its overall portfolio holdings.

Number of Shares

178,746

Previous 164,424 8.71%

Holding current value

$10.2 Million

Previous $8.43 Million 15.88%

% of portfolio

1.83%

Previous 1.71%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	BUY	$50.29 - $54.92 $720,253 - $786,564	14,322 Added 8.71%	178,746 $9.77 Million
Q2 2024 Jul 16, 2024	BUY	$49.54 - $53.39 $459,929 - $495,672	9,284 Added 5.98%	164,424 $8.43 Million
Q1 2024 Apr 24, 2024	BUY	$47.16 - $53.34 $483,531 - $546,895	10,253 Added 7.08%	155,140 $8.28 Million
Q4 2023 Feb 02, 2024	BUY	$40.76 - $49.2 $426,105 - $514,336	10,454 Added 7.78%	144,887 $7.06 Million
Q3 2023 Oct 24, 2023	SELL	$43.23 - $47.8 $160,599 - $177,577	-3,715 Reduced 2.69%	134,433 $5.89 Million
Q2 2023 Aug 10, 2023	BUY	$42.21 - $45.89 $145,202 - $157,861	3,440 Added 2.55%	138,148 $6.34 Million
Q1 2023 Apr 25, 2023	SELL	$41.67 - $47.74 $8,500 - $9,738	-204 Reduced 0.15%	134,708 $5.92 Million
Q4 2022 Feb 08, 2023	BUY	$39.32 - $45.21 $343,735 - $395,225	8,742 Added 6.93%	134,912 $5.73 Million
Q3 2022 Oct 26, 2022	BUY	$38.55 - $46.17 $120,430 - $144,235	3,124 Added 2.54%	126,170 $4.87 Million
Q2 2022 Aug 03, 2022	BUY	$38.67 - $47.45 $218,137 - $267,665	5,641 Added 4.8%	123,046 $4.88 Million
Q1 2022 May 04, 2022	BUY	$44.15 - $50.14 $302,692 - $343,759	6,856 Added 6.2%	117,405 $5.54 Million
Q4 2021 Feb 14, 2022	SELL	$46.63 - $50.95 $132,056 - $144,290	-2,832 Reduced 2.5%	110,549 $5.5 Million
Q3 2021 Nov 04, 2021	BUY	$45.05 - $48.67 $27,795 - $30,029	617 Added 0.55%	113,381 $5.23 Million
Q2 2021 Aug 04, 2021	SELL	$45.87 - $48.58 $324,988 - $344,189	-7,085 Reduced 5.91%	112,764 $5.32 Million
Q1 2021 Apr 29, 2021	SELL	$39.79 - $47.1 $355,722 - $421,074	-8,940 Reduced 6.94%	119,849 $5.49 Million
Q4 2020 Feb 11, 2021	SELL	$33.07 - $40.57 $201,495 - $247,193	-6,093 Reduced 4.52%	128,789 $5.2 Million
Q3 2020 Feb 11, 2021	SELL	$30.67 - $34.54 $12,758 - $14,368	-416 Reduced 0.31%	134,882 $4.4 Million
Q2 2020 Feb 11, 2021	BUY	$23.46 - $34.21 $2 Million - $2.92 Million	85,297 Added 170.59%	135,298 $4.23 Million
Q1 2020 Feb 11, 2021	BUY	$21.39 - $37.02 $1.07 Million - $1.85 Million	50,001 New	50,001 $1.27 Million

Others Institutions Holding SPMD

# of Institutions

656

Shares Held

188M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO

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Iag Wealth Partners, LLC Spdr Portfolio Transaction History