Iron Horse Wealth Management, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Iron Horse Wealth Management, LLC

  • $270 Million
  • Q3 2024

A detailed history of Iron Horse Wealth Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Iron Horse Wealth Management, LLC holds 950 shares of SPTM stock, worth $68,029. This represents 0.02% of its overall portfolio holdings.

Number of Shares
950
Previous 1,456 34.75%
Holding current value
$68,029
Previous $96,000 31.25%
% of portfolio
0.02%
Previous 0.04%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024
SELL
$63.28 - $70.06 $32,019 - $35,450
-506 Reduced 34.75%
950 $66,000
Q2 2024

Jul 22, 2024
SELL
$60.69 - $66.83 $1,335 - $1,470
-22 Reduced 1.49%
1,456 $96,000
Q1 2024

Apr 17, 2024
SELL
$57.38 - $64.15 $48,945 - $54,719
-853 Reduced 36.59%
1,478 $94,000
Q4 2023

Jan 22, 2024
SELL
$50.31 - $58.65 $3,974 - $4,633
-79 Reduced 3.28%
2,331 $136,000
Q3 2023

Oct 18, 2023
SELL
$52.22 - $56.31 $14,203 - $15,316
-272 Reduced 10.14%
2,410 $126,000
Q2 2023

Aug 01, 2023
SELL
$49.75 - $54.44 $186,363 - $203,932
-3,746 Reduced 58.28%
2,682 $146,000
Q1 2023

May 01, 2023
SELL
$46.97 - $51.65 $12,869 - $14,152
-274 Reduced 4.09%
6,428 $324,000
Q4 2022

Jan 19, 2023
BUY
$44.09 - $50.41 $194,701 - $222,610
4,416 Added 193.18%
6,702 $317,000
Q3 2022

Oct 12, 2022
SELL
$44.11 - $53.04 $7.07 Million - $8.5 Million
-160,273 Reduced 98.59%
2,286 $101,000
Q2 2022

Aug 04, 2022
BUY
$45.19 - $56.15 $649,515 - $807,043
14,373 Added 9.7%
162,559 $7.56 Million
Q1 2022

Apr 11, 2022
BUY
$51.36 - $58.82 $460,391 - $527,262
8,964 Added 6.44%
148,186 $8.24 Million
Q4 2021

Jan 19, 2022
SELL
$52.99 - $58.74 $89,182 - $98,859
-1,683 Reduced 1.19%
139,222 $8.14 Million
Q3 2021

Oct 06, 2021
BUY
$52.32 - $55.93 $359,961 - $384,798
6,880 Added 5.13%
140,905 $7.47 Million
Q2 2021

Jul 23, 2021
BUY
$49.77 - $52.97 $1.51 Million - $1.6 Million
30,254 Added 29.15%
134,025 $7.1 Million
Q1 2021

Apr 13, 2021
BUY
$45.48 - $49.44 $114,564 - $124,539
2,519 Added 2.49%
103,771 $5.1 Million
Q4 2020

Jan 14, 2021
BUY
$39.96 - $46.09 $4.05 Million - $4.67 Million
101,252 New
101,252 $4.67 Million

Others Institutions Holding SPTM

# of Institutions
630
Shares Held
85M
Call Options Held
949K
Put Options Held
700
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

SPTM Quotes by TradingView
  • Ticker SPTM
  • Sector ETFs
  • Industry ETFs
More about SPTM
Track This Portfolio

Track Iron Horse Wealth Management, LLC Portfolio

Follow Iron Horse Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Iron Horse Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iron Horse Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email