Iron Horse Wealth Management, LLC 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 Portfolio stock. As of the latest transaction made, Iron Horse Wealth Management, LLC holds 8,521 shares of SPYG stock, worth $652,538. This represents 0.27% of its overall portfolio holdings.

Number of Shares

8,521

Previous 8,658 1.58%

Holding current value

$652,538

Previous $718,000 4.18%

% of portfolio

0.27%

Previous 0.27%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$81.74 - $91.38 $11,198 - $12,519	-137 Reduced 1.58%	8,521 $748,000
Q3 2024 Oct 22, 2024	SELL	$73.38 - $84.1 $5,797 - $6,643	-79 Reduced 0.9%	8,658 $718,000
Q2 2024 Jul 22, 2024	SELL	$68.71 - $80.95 $4,191 - $4,937	-61 Reduced 0.69%	8,737 $700,000
Q1 2024 Apr 17, 2024	SELL	$63.12 - $73.73 $306,321 - $357,811	-4,853 Reduced 35.55%	8,798 $643,000
Q4 2023 Jan 22, 2024	SELL	$57.02 - $65.3 $3,079 - $3,526	-54 Reduced 0.39%	13,651 $888,000
Q3 2023 Oct 18, 2023	BUY	$58.97 - $62.89 $4,540 - $4,842	77 Added 0.57%	13,705 $812,000
Q2 2023 Aug 01, 2023	SELL	$54.76 - $61.01 $367,165 - $409,072	-6,705 Reduced 32.98%	13,628 $831,000
Q1 2023 May 01, 2023	SELL	$49.61 - $55.36 $15,428 - $17,216	-311 Reduced 1.51%	20,333 $1.13 Million
Q4 2022 Jan 19, 2023	BUY	$49.14 - $55.07 $701,670 - $786,344	14,279 Added 224.34%	20,644 $1.05 Million
Q3 2022 Oct 12, 2022	SELL	$50.1 - $61.86 $12.6 Million - $15.6 Million	-251,526 Reduced 97.53%	6,365 $319,000
Q2 2022 Aug 04, 2022	BUY	$50.47 - $67.39 $1.7 Million - $2.27 Million	33,732 Added 15.05%	257,891 $13.5 Million
Q1 2022 Apr 11, 2022	BUY	$59.17 - $73.03 $836,604 - $1.03 Million	14,139 Added 6.73%	224,159 $14.8 Million
Q4 2021 Jan 19, 2022	BUY	$63.39 - $73.48 $960,104 - $1.11 Million	15,146 Added 7.77%	210,020 $15.2 Million
Q3 2021 Oct 06, 2021	BUY	$63.23 - $68.45 $23,648 - $25,600	374 Added 0.19%	194,874 $12.5 Million
Q2 2021 Jul 23, 2021	SELL	$57.17 - $63.06 $278,246 - $306,913	-4,867 Reduced 2.44%	194,500 $12.2 Million
Q1 2021 Apr 13, 2021	BUY	$53.23 - $58.3 $178,799 - $195,829	3,359 Added 1.71%	199,367 $11.2 Million
Q4 2020 Jan 14, 2021	BUY	$48.59 - $55.29 $9.52 Million - $10.8 Million	196,008 New	196,008 $10.8 Million

Others Institutions Holding SPYG

# of Institutions

1,220

Shares Held

324M

Call Options Held

1.22M

Put Options Held

95.9K

View Full List

About SPDR PORTFOLIO

Ticker SPYG
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Iron Horse Wealth Management, LLC Spdr Portfolio Transaction History