Iag Wealth Partners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Iag Wealth Partners, LLC

$570 Million
Q1 2025

A detailed history of Iag Wealth Partners, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 379,710 shares of SPDW stock, worth $14.3 Million. This represents 2.45% of its overall portfolio holdings.

Number of Shares

379,710

Previous 1,203,375 68.45%

Holding current value

$14.3 Million

Previous $41.1 Million 66.04%

% of portfolio

2.45%

Previous 7.55%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$33.84 - $37.77 $27.9 Million - $31.1 Million	-823,665 Reduced 68.45%	379,710 $13.9 Million
Q4 2024 Feb 10, 2025	BUY	$34.13 - $37.35 $2.85 Million - $3.12 Million	83,417 Added 7.45%	1,203,375 $41.1 Million
Q3 2024 Oct 29, 2024	BUY	$33.74 - $37.96 $999,311 - $1.12 Million	29,618 Added 2.72%	1,119,958 $42.1 Million
Q2 2024 Jul 16, 2024	BUY	$34.2 - $36.64 $1.02 Million - $1.09 Million	29,838 Added 2.81%	1,090,340 $38.2 Million
Q1 2024 Apr 24, 2024	SELL	$32.85 - $35.9 $9.02 Million - $9.86 Million	-274,520 Reduced 20.56%	1,060,502 $38 Million
Q4 2023 Feb 02, 2024	BUY	$29.46 - $34.07 $10.9 Million - $12.6 Million	370,483 Added 38.41%	1,335,022 $45.4 Million
Q3 2023 Oct 24, 2023	BUY	$30.88 - $33.58 $1.22 Million - $1.32 Million	39,397 Added 4.26%	964,539 $29.9 Million
Q2 2023 Aug 10, 2023	SELL	$31.7 - $33.66 $99,379 - $105,524	-3,135 Reduced 0.34%	925,142 $30.1 Million
Q1 2023 Apr 25, 2023	SELL	$29.83 - $32.71 $8.41 Million - $9.22 Million	-281,893 Reduced 23.29%	928,277 $29.8 Million
Q4 2022 Feb 08, 2023	SELL	$25.7 - $31.02 $915,459 - $1.1 Million	-35,621 Reduced 2.86%	1,210,170 $35.9 Million
Q3 2022 Oct 26, 2022	BUY	$25.67 - $30.93 $2.14 Million - $2.57 Million	83,250 Added 7.16%	1,245,791 $32.1 Million
Q2 2022 Aug 03, 2022	BUY	$28.57 - $34.74 $861,585 - $1.05 Million	30,157 Added 2.66%	1,162,541 $33.5 Million
Q1 2022 May 04, 2022	BUY	$31.42 - $36.91 $8.32 Million - $9.78 Million	264,952 Added 30.54%	1,132,384 $38.8 Million
Q4 2021 Feb 14, 2022	BUY	$35.28 - $37.98 $1.61 Million - $1.74 Million	45,752 Added 5.57%	867,432 $31.6 Million
Q3 2021 Nov 04, 2021	BUY	$35.68 - $38.17 $1.21 Million - $1.29 Million	33,835 Added 4.29%	821,680 $29.8 Million
Q2 2021 Aug 04, 2021	BUY	$35.87 - $38.34 $1.1 Million - $1.18 Million	30,695 Added 4.05%	787,845 $29 Million
Q1 2021 Apr 29, 2021	BUY	$33.6 - $35.9 $922,051 - $985,167	27,442 Added 3.76%	757,150 $26.8 Million
Q4 2020 Feb 11, 2021	BUY	$28.3 - $34.03 $207,891 - $249,984	7,346 Added 1.02%	729,708 $24.6 Million
Q3 2020 Feb 11, 2021	SELL	$27.73 - $30.19 $3.47 Million - $3.78 Million	-125,070 Reduced 14.76%	722,362 $21.1 Million
Q2 2020 Feb 11, 2021	BUY	$22.87 - $29.3 $3.07 Million - $3.94 Million	134,328 Added 18.84%	847,432 $23.4 Million
Q1 2020 Feb 11, 2021	BUY	$20.71 - $31.78 $3.98 Million - $6.11 Million	192,328 Added 36.93%	713,104 $17.1 Million
Q4 2019 Feb 11, 2021	BUY	$28.52 - $31.66 $14.9 Million - $16.5 Million	520,776 New	520,776 $16.3 Million

Others Institutions Holding SPDW

# of Institutions

1,058

Shares Held

536M

Call Options Held

2.4K

Put Options Held

2.1K

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
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Iag Wealth Partners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History