Iron Horse Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Iron Horse Wealth Management, LLC

  • $276 Million
  • Q4 2024

A detailed history of Iron Horse Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Iron Horse Wealth Management, LLC holds 1,941 shares of SPEM stock, worth $74,495. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,941
Previous 1,970 1.47%
Holding current value
$74,495
Previous $81,000 8.64%
% of portfolio
0.03%
Previous 0.03%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
SELL
$38.37 - $42.82 $1,112 - $1,241
-29 Reduced 1.47%
1,941 $74,000
Q3 2024

Oct 22, 2024
SELL
$36.02 - $41.68 $11,058 - $12,795
-307 Reduced 13.48%
1,970 $81,000
Q2 2024

Jul 22, 2024
SELL
$35.3 - $38.79 $2,541 - $2,792
-72 Reduced 3.07%
2,277 $85,000
Q1 2024

Apr 17, 2024
SELL
$33.69 - $36.47 $81,765 - $88,512
-2,427 Reduced 50.82%
2,349 $85,000
Q4 2023

Jan 22, 2024
SELL
$32.26 - $35.46 $193 - $212
-6 Reduced 0.13%
4,776 $169,000
Q3 2023

Oct 18, 2023
SELL
$33.36 - $36.37 $6,338 - $6,910
-190 Reduced 3.82%
4,782 $160,000
Q2 2023

Aug 01, 2023
SELL
$33.2 - $35.75 $178,748 - $192,478
-5,384 Reduced 51.99%
4,972 $170,000
Q1 2023

May 01, 2023
SELL
$32.49 - $36.44 $15,042 - $16,871
-463 Reduced 4.28%
10,356 $353,000
Q4 2022

Jan 19, 2023
BUY
$30.18 - $34.51 $199,369 - $227,973
6,606 Added 156.8%
10,819 $357,000
Q3 2022

Oct 12, 2022
SELL
$31.04 - $35.55 $6.58 Million - $7.54 Million
-212,144 Reduced 98.05%
4,213 $131,000
Q2 2022

Aug 04, 2022
BUY
$33.85 - $40.03 $827,666 - $978,773
24,451 Added 12.74%
216,357 $7.52 Million
Q1 2022

Apr 11, 2022
BUY
$35.69 - $43.02 $766,228 - $923,596
21,469 Added 12.6%
191,906 $7.42 Million
Q4 2021

Jan 19, 2022
BUY
$40.07 - $44.51 $610,065 - $677,664
15,225 Added 9.81%
170,437 $7.07 Million
Q3 2021

Oct 06, 2021
BUY
$41.44 - $45.27 $637,015 - $695,890
15,372 Added 10.99%
155,212 $6.6 Million
Q2 2021

Jul 23, 2021
BUY
$42.87 - $46.35 $711,127 - $768,853
16,588 Added 13.46%
139,840 $6.36 Million
Q1 2021

Apr 13, 2021
BUY
$42.41 - $47.37 $201,277 - $224,818
4,746 Added 4.0%
123,252 $5.4 Million
Q4 2020

Jan 14, 2021
BUY
$36.44 - $42.49 $4.32 Million - $5.04 Million
118,506 New
118,506 $5 Million

Others Institutions Holding SPEM

# of Institutions
880
Shares Held
206M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPEM Quotes by TradingView
  • Ticker SPEM
  • Sector ETFs
  • Industry ETFs
More about SPEM
Track This Portfolio

Track Iron Horse Wealth Management, LLC Portfolio

Follow Iron Horse 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 Iron Horse Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iron Horse Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email