A detailed history of Ironwood Wealth Management, Llc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Ironwood Wealth Management, Llc. holds 104,092 shares of SPEM stock, worth $4.11 Million. This represents 1.3% of its overall portfolio holdings.

Number of Shares
104,092
Previous 105,005 0.87%
Holding current value
$4.11 Million
Previous $3.96 Million 8.62%
% of portfolio
1.3%
Previous 1.29%

Shares

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

Oct 08, 2024

SELL
$36.02 - $41.68 $32,886 - $38,053
-913 Reduced 0.87%
104,092 $4.3 Million
Q2 2024

Aug 08, 2024

SELL
$35.3 - $38.79 $135,163 - $148,526
-3,829 Reduced 3.52%
105,005 $3.96 Million
Q1 2024

Apr 17, 2024

SELL
$33.69 - $36.47 $68,963 - $74,654
-2,047 Reduced 1.85%
108,834 $3.94 Million
Q4 2023

Jan 29, 2024

BUY
$32.26 - $35.46 $124,717 - $137,088
3,866 Added 3.61%
110,881 $3.93 Million
Q3 2023

Oct 26, 2023

SELL
$33.36 - $36.37 $153,856 - $167,738
-4,612 Reduced 4.13%
107,015 $3.59 Million
Q2 2023

Aug 07, 2023

BUY
$33.2 - $35.75 $5,278 - $5,684
159 Added 0.14%
111,627 $3.84 Million
Q1 2023

Apr 27, 2023

SELL
$32.49 - $36.44 $340,885 - $382,328
-10,492 Reduced 8.6%
111,468 $3.8 Million
Q4 2022

Feb 14, 2023

BUY
$30.18 - $34.51 $67,241 - $76,888
2,228 Added 1.86%
121,960 $4.02 Million
Q2 2022

Jul 22, 2022

SELL
$33.85 - $40.03 $1.03 Million - $1.21 Million
-30,290 Reduced 20.19%
119,732 $4.16 Million
Q1 2022

May 12, 2022

BUY
$35.69 - $43.02 $3.94 Million - $4.75 Million
110,364 Added 278.29%
150,022 $5.8 Million
Q4 2021

Feb 01, 2022

BUY
$40.07 - $44.51 $17,430 - $19,361
435 Added 1.11%
39,658 $1.65 Million
Q3 2021

Oct 21, 2021

SELL
$41.44 - $45.27 $40,238 - $43,957
-971 Reduced 2.42%
39,223 $1.67 Million
Q2 2021

Jul 28, 2021

SELL
$42.87 - $46.35 $91,141 - $98,540
-2,126 Reduced 5.02%
40,194 $1.84 Million
Q1 2021

Apr 08, 2021

SELL
$42.41 - $47.37 $307,726 - $343,716
-7,256 Reduced 14.64%
42,320 $1.85 Million
Q4 2020

Feb 10, 2021

SELL
$36.44 - $42.49 $70,693 - $82,430
-1,940 Reduced 3.77%
49,576 $2.09 Million
Q2 2020

Jul 28, 2020

BUY
$27.38 - $34.3 $26,038 - $32,619
951 Added 1.88%
51,516 $1.72 Million
Q1 2020

May 15, 2020

BUY
$25.76 - $38.65 $482,227 - $723,528
18,720 Added 58.78%
50,565 $1.44 Million
Q4 2019

Feb 20, 2020

SELL
$33.84 - $38.03 $35,971 - $40,425
-1,063 Reduced 3.23%
31,845 $1.2 Million
Q3 2019

Oct 04, 2019

BUY
$34.28 - $35.36 $913,322 - $942,096
26,643 Added 425.27%
32,908 $1.13 Million
Q2 2019

Aug 14, 2019

SELL
N/A
-59 Reduced 0.93%
6,265 $224,000
Q1 2019

May 10, 2019

SELL
N/A
-30 Reduced 0.47%
6,324 $226,000
Q4 2018

Feb 13, 2019

BUY
N/A
6,310 Added 14340.91%
6,354 $206,000
Q3 2018

Oct 09, 2018

BUY
N/A
34 Added 340.0%
44 $2,000
Q2 2018

Aug 13, 2018

BUY
N/A
10 New
10 $0

Others Institutions Holding SPEM

About SPDR SER TR FDS SPDR PORTFOLIO


  • Ticker SPEM
  • Sector ETFs
  • Industry ETFs
More about SPEM
Track This Portfolio

Track Ironwood Wealth Management, Llc. Portfolio

Follow Ironwood 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 Ironwood Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Ironwood Wealth Management, Llc. with notifications on news.