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

Iams Wealth Management, LLC

$219 Billion
Q4 2024

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 24,647 shares of SPDW stock, worth $902,080. This represents 0.38% of its overall portfolio holdings.

Number of Shares

24,647

Previous 20,802 18.48%

Holding current value

$902,080

Previous $781 Million 7.66%

% of portfolio

0.38%

Previous 0.38%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,036

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
Sector ETFs
Industry ETFs

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