Iron Horse Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Iron Horse Wealth Management, LLC

  • $276 Million
  • Q4 2024

A detailed history of Iron Horse Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Iron Horse Wealth Management, LLC holds 502,211 shares of SPDW stock, worth $17.9 Million. This represents 6.22% of its overall portfolio holdings.

Number of Shares
502,211
Previous 476,982 5.29%
Holding current value
$17.9 Million
Previous $17.9 Million 4.33%
% of portfolio
6.22%
Previous 6.63%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$34.13 - $37.35 $861,065 - $942,303
25,229 Added 5.29%
502,211 $17.1 Million
Q3 2024

Oct 22, 2024
BUY
$33.74 - $37.96 $942,223 - $1.06 Million
27,926 Added 6.22%
476,982 $17.9 Million
Q2 2024

Jul 22, 2024
BUY
$34.2 - $36.64 $423,532 - $453,749
12,384 Added 2.84%
449,056 $15.8 Million
Q1 2024

Apr 17, 2024
BUY
$32.85 - $35.9 $631,935 - $690,608
19,237 Added 4.61%
436,672 $15.7 Million
Q4 2023

Jan 22, 2024
BUY
$29.46 - $34.07 $565,573 - $654,075
19,198 Added 4.82%
417,435 $14.2 Million
Q3 2023

Oct 18, 2023
BUY
$30.88 - $33.58 $620,626 - $674,890
20,098 Added 5.31%
398,237 $12.3 Million
Q2 2023

Aug 01, 2023
SELL
$31.7 - $33.66 $370,985 - $393,922
-11,703 Reduced 3.0%
378,139 $12.3 Million
Q1 2023

May 01, 2023
BUY
$29.83 - $32.71 $219,578 - $240,778
7,361 Added 1.92%
389,842 $12.5 Million
Q4 2022

Jan 19, 2023
BUY
$25.7 - $31.02 $5.85 Million - $7.07 Million
227,805 Added 147.28%
382,481 $11.4 Million
Q3 2022

Oct 12, 2022
SELL
$25.67 - $30.93 $4.43 Million - $5.33 Million
-172,443 Reduced 52.72%
154,676 $3.99 Million
Q2 2022

Aug 04, 2022
BUY
$28.57 - $34.74 $1.12 Million - $1.36 Million
39,161 Added 13.6%
327,119 $9.43 Million
Q1 2022

Apr 11, 2022
BUY
$31.42 - $36.91 $905,995 - $1.06 Million
28,835 Added 11.13%
287,958 $9.87 Million
Q4 2021

Jan 19, 2022
BUY
$35.28 - $37.98 $752,134 - $809,695
21,319 Added 8.96%
259,123 $9.45 Million
Q3 2021

Oct 06, 2021
BUY
$35.68 - $38.17 $581,512 - $622,094
16,298 Added 7.36%
237,804 $8.61 Million
Q2 2021

Jul 23, 2021
BUY
$35.87 - $38.34 $1.1 Million - $1.17 Million
30,618 Added 16.04%
221,506 $8.15 Million
Q1 2021

Apr 13, 2021
BUY
$33.6 - $35.9 $243,028 - $259,664
7,233 Added 3.94%
190,888 $6.75 Million
Q4 2020

Jan 14, 2021
BUY
$28.3 - $34.03 $5.2 Million - $6.25 Million
183,655 New
183,655 $6.2 Million

Others Institutions Holding SPDW

# of Institutions
967
Shares Held
495M
Call Options Held
500
Put Options Held
200
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPDW Quotes by TradingView
  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
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