Iht Wealth Management, LLC Spdr Index Shs Fds S Spdr Port Transaction History

Iht Wealth Management, LLC

$3.68 Billion
Q3 2025

A detailed history of Iht Wealth Management, LLC transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Iht Wealth Management, LLC holds 4,359 shares of SPGM stock, worth $331,240. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,359

Previous 4,288 1.66%

Holding current value

$331,240

Previous $295,000 10.51%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$68.95 - $75.02 $4,895 - $5,326	71 Added 1.66%	4,359 $326,000
Q2 2025 Aug 14, 2025	SELL	$55.5 - $69.0 $11,266 - $14,007	-203 Reduced 4.52%	4,288 $295,000
Q1 2025 May 15, 2025	SELL	$61.91 - $66.79 $9,472 - $10,218	-153 Reduced 3.29%	4,491 $280,000
Q4 2024 Feb 14, 2025	BUY	$63.23 - $66.65 $23,584 - $24,860	373 Added 8.73%	4,644 $294,000
Q3 2024 Nov 14, 2024	BUY	$57.85 - $64.92 $23,776 - $26,682	411 Added 10.65%	4,271 $276,000

Q2 2024 Aug 14, 2024	BUY	$56.67 - $60.99 $25,614 - $27,567	452 Added 13.26%	3,860 $234,000
Q1 2024 May 15, 2024	BUY	$54.21 - $59.68 $184,747 - $203,389	3,408 New	3,408 $203,000
Q3 2023 Nov 14, 2023	BUY	$50.1 - $54.28 $1.65 Million - $1.79 Million	33,020 New	33,020 $1.67 Million

Others Institutions Holding SPGM

# of Institutions

162

Shares Held

9.65M

Call Options Held

Put Options Held

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About SPDR INDEX SHS FDS S SPDR PORT

Ticker SPGM
Sector ETFs
Industry ETFs

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Iht Wealth Management, LLC Spdr Index Shs Fds S Spdr Port Transaction History