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

Iron Horse Wealth Management, LLC

  • $232 Million
  • Q1 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 1,478 shares of SPTM stock, worth $99,247. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,478
Previous 2,331 36.59%
Holding current value
$99,247
Previous $136,000 30.88%
% of portfolio
0.04%
Previous 0.06%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$46.29 - $50.41 $204,416 - $222,610
4,416 Added 193.18%
6,702 $317,000
Q3 2022

Oct 12, 2022
SELL
N/A
-160,273 Reduced 98.59%
2,286 $101,000
Q2 2022

Aug 04, 2022
BUY
N/A
14,373 Added 9.7%
162,559 $7.56 Million
Q1 2022

Apr 11, 2022
BUY
N/A
8,964 Added 6.44%
148,186 $8.24 Million
Q4 2021

Jan 19, 2022
SELL
N/A
-1,683 Reduced 1.19%
139,222 $8.14 Million
Q3 2021

Oct 06, 2021
BUY
N/A
6,880 Added 5.13%
140,905 $7.47 Million
Q2 2021

Jul 23, 2021
BUY
N/A
30,254 Added 29.15%
134,025 $7.1 Million
Q1 2021

Apr 13, 2021
BUY
N/A
2,519 Added 2.49%
103,771 $5.1 Million
Q4 2020

Jan 14, 2021
BUY
N/A
101,252 New
101,252 $4.67 Million

Others Institutions Holding SPTM

# of Institutions
603
Shares Held
83.5M
Call Options Held
131K
Put Options Held
100
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

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