Ironwood Wealth Management, Llc. Spdr Portfolio S&P 600 Small C Transaction History

Ironwood Wealth Management, Llc.

$306 Million
Q2 2024

A detailed history of Ironwood Wealth Management, Llc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Ironwood Wealth Management, Llc. holds 129,383 shares of SPSM stock, worth $5.82 Million. This represents 1.75% of its overall portfolio holdings.

Number of Shares

129,383

Previous 123,952 4.38%

Holding current value

$5.82 Million

Previous $5.33 Million 0.73%

% of portfolio

1.75%

Previous 1.73%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 08, 2024	BUY	$39.75 - $43.15 $215,882 - $234,347	5,431 Added 4.38%	129,383 $5.37 Million
Q1 2024 Apr 17, 2024	SELL	$39.85 - $43.04 $95,600 - $103,252	-2,399 Reduced 1.9%	123,952 $5.33 Million
Q4 2023 Jan 29, 2024	SELL	$34.3 - $42.83 $107,496 - $134,229	-3,134 Reduced 2.42%	126,351 $5.33 Million
Q3 2023 Oct 26, 2023	SELL	$36.35 - $41.02 $1.44 Million - $1.63 Million	-39,682 Reduced 23.46%	129,485 $4.78 Million
Q2 2023 Aug 07, 2023	BUY	$35.57 - $38.94 $5.45 Million - $5.97 Million	153,218 Added 960.67%	169,167 $6.57 Million
Q1 2023 Apr 27, 2023	SELL	$36.04 - $42.08 $82,964 - $96,868	-2,302 Reduced 12.61%	15,949 $602,000
Q4 2022 Feb 14, 2023	BUY	$34.79 - $39.85 $549,577 - $629,510	15,797 Added 643.72%	18,251 $674,000
Q2 2022 Jul 22, 2022	BUY	$34.83 - $42.53 $82,965 - $101,306	2,382 Added 3308.33%	2,454 $88,000
Q1 2022 May 12, 2022	SELL	$39.91 - $45.5 $14,447 - $16,471	-362 Reduced 83.41%	72 $3,000
Q2 2021 Jul 28, 2021	BUY	$41.43 - $45.3 $3,977 - $4,348	96 Added 28.4%	434 $19,000
Q4 2020 Feb 10, 2021	SELL	$27.77 - $35.98 $10,469 - $13,564	-377 Reduced 52.73%	338 $12,000
Q2 2020 Jul 28, 2020	SELL	$19.87 - $29.39 $31,295 - $46,289	-1,575 Reduced 68.78%	715 $19,000
Q1 2020 May 15, 2020	SELL	$18.96 - $33.37 $305,237 - $537,223	-16,099 Reduced 87.55%	2,290 $50,000
Q4 2019 Feb 20, 2020	SELL	$28.98 - $32.81 $8,317 - $9,416	-287 Reduced 1.54%	18,389 $600,000
Q3 2019 Oct 04, 2019	BUY	$29.9 - $31.15 $88,533 - $92,235	2,961 Added 18.84%	18,676 $560,000
Q2 2019 Aug 14, 2019	SELL	N/A	-4 Reduced 0.03%	15,715 $482,000
Q1 2019 May 10, 2019	BUY	N/A	393 Added 2.56%	15,719 $475,000
Q4 2018 Feb 13, 2019	BUY	N/A	15,004 Added 4659.63%	15,326 $404,000
Q3 2018 Oct 09, 2018	BUY	N/A	135 Added 72.19%	322 $11,000
Q2 2018 Aug 13, 2018	BUY	N/A	187 New	187 $6,000

Others Institutions Holding SPSM

# of Institutions

846

Shares Held

191M

Call Options Held

62.3K

Put Options Held

1.4K

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About SPDR PORTFOLIO S&P 600 SMALL C

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Ironwood Wealth Management, Llc. Spdr Portfolio S&P 600 Small C Transaction History