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

Iron Horse Wealth Management, LLC

$232 Million
Q1 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 436,672 shares of SPDW stock, worth $15.6 Million. This represents 6.74% of its overall portfolio holdings.

Number of Shares

436,672

Previous 417,435 4.61%

Holding current value

$15.6 Million

Previous $14.2 Million 10.24%

% of portfolio

6.74%

Previous 6.23%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$27.34 - $31.02 $6.23 Million - $7.07 Million	227,805 Added 147.28%	382,481 $11.4 Million
Q3 2022 Oct 12, 2022	SELL	N/A	-172,443 Reduced 52.72%	154,676 $3.99 Million
Q2 2022 Aug 04, 2022	BUY	N/A	39,161 Added 13.6%	327,119 $9.43 Million
Q1 2022 Apr 11, 2022	BUY	N/A	28,835 Added 11.13%	287,958 $9.87 Million
Q4 2021 Jan 19, 2022	BUY	N/A	21,319 Added 8.96%	259,123 $9.45 Million
Q3 2021 Oct 06, 2021	BUY	N/A	16,298 Added 7.36%	237,804 $8.61 Million
Q2 2021 Jul 23, 2021	BUY	N/A	30,618 Added 16.04%	221,506 $8.15 Million
Q1 2021 Apr 13, 2021	BUY	N/A	7,233 Added 3.94%	190,888 $6.75 Million
Q4 2020 Jan 14, 2021	BUY	N/A	183,655 New	183,655 $6.2 Million

Others Institutions Holding SPDW

# of Institutions

899

Shares Held

469M

Call Options Held

4.1K

Put Options Held

200

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

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