Iams Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Iams Wealth Management, LLC

$249 Billion
Q3 2025

A detailed history of Iams Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Iams Wealth Management, LLC holds 25,471 shares of SPDW stock, worth $1.1 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

25,471

Previous 17,385 46.51%

Holding current value

$1.1 Million

Previous $704 Million 54.83%

% of portfolio

0.44%

Previous 0.32%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	BUY	$39.8 - $42.86 $321,822 - $346,565	8,086 Added 46.51%	25,471 $1.09 Billion
Q2 2025 Jul 14, 2025	SELL	$32.66 - $40.75 $738,769 - $921,765	-22,620 Reduced 56.54%	17,385 $704 Million
Q1 2025 Apr 10, 2025	BUY	$33.84 - $37.77 $519,714 - $580,071	15,358 Added 62.31%	40,005 $1.46 Billion
Q4 2024 Jan 23, 2025	BUY	$34.13 - $37.35 $131,229 - $143,610	3,845 Added 18.48%	24,647 $841 Million
Q3 2024 Oct 11, 2024	SELL	$33.74 - $37.96 $291,614 - $328,088	-8,643 Reduced 29.35%	20,802 $781 Million
Q2 2024 Aug 05, 2024	BUY	$34.2 - $36.64 $685,710 - $734,632	20,050 Added 213.41%	29,445 $1.03 Billion
Q1 2024 Apr 18, 2024	BUY	$32.85 - $35.9 $308,625 - $337,280	9,395 New	9,395 $325 Million

Others Institutions Holding SPDW

# of Institutions

1,162

Shares Held

579M

Call Options Held

500

Put Options Held

200

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
Sector ETFs
Industry ETFs

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Iams Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History