Iron Horse Wealth Management, LLC Spdr S&P 500 ETF Trust Transaction History

Iron Horse Wealth Management, LLC

$232 Million
Q1 2024

A detailed history of Iron Horse Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Iron Horse Wealth Management, LLC holds 32,641 shares of SPY stock, worth $18 Million. This represents 7.36% of its overall portfolio holdings.

Number of Shares

32,641

Previous 31,191 4.65%

Holding current value

$18 Million

Previous $14.8 Million 15.16%

% of portfolio

7.36%

Previous 6.51%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 17, 2024	BUY	$467.28 - $523.17 $677,556 - $758,596	1,450 Added 4.65%	32,641 $17.1 Million
Q4 2023 Jan 22, 2024	BUY	$410.68 - $476.69 $477,210 - $553,913	1,162 Added 3.87%	31,191 $14.8 Million
Q3 2023 Oct 18, 2023	BUY	$425.88 - $457.79 $598,361 - $643,194	1,405 Added 4.91%	30,029 $12.8 Million
Q2 2023 Aug 01, 2023	BUY	$404.36 - $443.28 $2.25 Million - $2.46 Million	5,554 Added 24.07%	28,624 $12.7 Million
Q1 2023 May 01, 2023	BUY	$379.5 - $416.78 $585,568 - $643,091	1,543 Added 7.17%	23,070 $9.44 Million

Q4 2022 Jan 19, 2023	BUY	$357.63 - $407.42 $4.58 Million - $5.22 Million	12,815 Added 147.1%	21,527 $8.23 Million
Q3 2022 Oct 12, 2022	BUY	$357.18 - $429.7 $3.07 Million - $3.69 Million	8,588 Added 6925.81%	8,712 $3.11 Million
Q1 2022 Apr 11, 2022	BUY	$416.25 - $477.71 $8,325 - $9,554	20 Added 19.23%	124 $56,000
Q4 2020 Jan 14, 2021	BUY	$326.54 - $373.88 $33,960 - $38,883	104 New	104 $39,000

Others Institutions Holding SPY

# of Institutions

4,336

Shares Held

584M

Call Options Held

250M

Put Options Held

483M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

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Iron Horse Wealth Management, LLC Spdr S&P 500 ETF Trust Transaction History