Ironwood Financial, LLC Spdr Portfolio Transaction History

Ironwood Financial, LLC

$475 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 29, 2021	SELL	$57.17 - $63.06 $97,474 - $107,517	-1,705 Closed	0 $0
Q4 2020 Jan 26, 2021	BUY	$48.59 - $55.29 $82,845 - $94,269	1,705 New	1,705 $94,000

Others Institutions Holding SPYG

# of Institutions

1,097

Shares Held

279M

Call Options Held

399K

Put Options Held

203K

Lpl Financial LLC Fort Mill, SC

31.4M
Shares

$2.76 Billion
1.2% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

20.6M
Shares

$1.81 Billion
3.51% of portfolio
Allworth Financial LP

13.2M
Shares

$1.16 Billion
6.78% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.82M
Shares

$687 Million
0.17% of portfolio
Morgan Stanley New York, NY

7.25M
Shares

$638 Million
0.04% of portfolio

About SPDR PORTFOLIO

Ticker SPYG
Sector ETFs
Industry ETFs

More about SPYG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ironwood Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ironwood Financial, LLC with notifications on news.