Iams Wealth Management, LLC Ssga Active Tr Spdr Ssga Us Se Transaction History

Iams Wealth Management, LLC

$219 Billion
Q4 2024

A detailed history of Iams Wealth Management, LLC transactions in Ssga Active Tr Spdr Ssga Us Se stock. As of the latest transaction made, Iams Wealth Management, LLC holds 28,213 shares of XLSR stock, worth $1.56 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares

28,213

Previous 25,863 9.09%

Holding current value

$1.56 Million

Previous $1.34 Billion 12.46%

% of portfolio

0.69%

Previous 0.66%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$51.31 - $55.61 $120,578 - $130,683	2,350 Added 9.09%	28,213 $1.51 Billion
Q3 2024 Oct 11, 2024	BUY	$46.89 - $52.24 $344,969 - $384,329	7,357 Added 39.75%	25,863 $1.34 Billion
Q2 2024 Aug 05, 2024	BUY	$47.15 - $51.25 $467,067 - $507,682	9,906 Added 115.19%	18,506 $942 Million
Q1 2024 Apr 18, 2024	BUY	$44.74 - $49.86 $384,764 - $428,796	8,600 New	8,600 $415 Million

Others Institutions Holding XLSR

# of Institutions

Shares Held

11.7M

Call Options Held

Put Options Held

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About SSGA ACTIVE TR SPDR SSGA US SE

Ticker XLSR
Sector ETFs
Industry ETFs

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Iams Wealth Management, LLC Ssga Active Tr Spdr Ssga Us Se Transaction History