Ironwood Wealth Management, Llc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

Ironwood Wealth Management, Llc.

$323 Million
Q4 2024

A detailed history of Ironwood Wealth Management, Llc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Ironwood Wealth Management, Llc. holds 266,829 shares of SPDW stock, worth $9.83 Million. This represents 2.82% of its overall portfolio holdings.

Number of Shares

266,829

Previous 267,433 0.23%

Holding current value

$9.83 Million

Previous $10 Million 9.34%

% of portfolio

2.82%

Previous 3.04%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$34.13 - $37.35 $20,614 - $22,559	-604 Reduced 0.23%	266,829 $9.11 Million
Q3 2024 Oct 08, 2024	SELL	$33.74 - $37.96 $84,012 - $94,520	-2,490 Reduced 0.92%	267,433 $10 Million
Q2 2024 Aug 08, 2024	SELL	$34.2 - $36.64 $384,442 - $411,870	-11,241 Reduced 4.0%	269,923 $9.47 Million
Q1 2024 Apr 17, 2024	SELL	$32.85 - $35.9 $475,668 - $519,832	-14,480 Reduced 4.9%	281,164 $10.1 Million
Q4 2023 Jan 29, 2024	SELL	$29.46 - $34.07 $188,602 - $218,116	-6,402 Reduced 2.12%	295,644 $10.1 Million
Q3 2023 Oct 26, 2023	SELL	$30.88 - $33.58 $581,624 - $632,479	-18,835 Reduced 5.87%	302,046 $9.37 Million
Q2 2023 Aug 07, 2023	BUY	$31.7 - $33.66 $188,139 - $199,772	5,935 Added 1.88%	320,881 $10.4 Million
Q1 2023 Apr 27, 2023	SELL	$29.83 - $32.71 $950,592 - $1.04 Million	-31,867 Reduced 9.19%	314,946 $10.1 Million
Q4 2022 Feb 14, 2023	BUY	$25.7 - $31.02 $5.24 Million - $6.32 Million	203,755 Added 142.43%	346,813 $10.3 Million
Q2 2022 Jul 22, 2022	SELL	$28.57 - $34.74 $1.91 Million - $2.32 Million	-66,785 Reduced 31.83%	143,058 $4.13 Million
Q1 2022 May 12, 2022	BUY	$31.42 - $36.91 $3.34 Million - $3.92 Million	106,184 Added 102.44%	209,843 $7.19 Million
Q4 2021 Feb 01, 2022	BUY	$35.28 - $37.98 $20,568 - $22,142	583 Added 0.57%	103,659 $3.78 Million
Q3 2021 Oct 21, 2021	BUY	$35.68 - $38.17 $10,489 - $11,221	294 Added 0.29%	103,076 $3.73 Million
Q2 2021 Jul 28, 2021	SELL	$35.87 - $38.34 $94,660 - $101,179	-2,639 Reduced 2.5%	102,782 $3.81 Million
Q1 2021 Apr 08, 2021	SELL	$33.6 - $35.9 $108,494 - $115,921	-3,229 Reduced 2.97%	105,421 $3.73 Million
Q4 2020 Feb 10, 2021	SELL	$28.3 - $34.03 $14,319 - $17,219	-506 Reduced 0.46%	108,650 $3.67 Million
Q2 2020 Jul 28, 2020	BUY	$22.87 - $29.3 $47,729 - $61,149	2,087 Added 1.95%	109,156 $3.02 Million
Q1 2020 May 15, 2020	BUY	$20.71 - $31.78 $1.63 Million - $2.51 Million	78,836 Added 279.23%	107,069 $2.56 Million
Q4 2019 Feb 20, 2020	SELL	$28.52 - $31.66 $29,603 - $32,863	-1,038 Reduced 3.55%	28,233 $885,000
Q3 2019 Oct 04, 2019	BUY	$29.1 - $29.66 $418,167 - $426,214	14,370 Added 96.44%	29,271 $859,000
Q2 2019 Aug 14, 2019	BUY	N/A	902 Added 6.44%	14,901 $441,000
Q1 2019 May 10, 2019	SELL	N/A	-110 Reduced 0.78%	13,999 $409,000
Q4 2018 Feb 13, 2019	BUY	N/A	13,995 Added 12276.32%	14,109 $373,000
Q3 2018 Oct 09, 2018	BUY	N/A	114 New	114 $4,000

Others Institutions Holding SPDW

# of Institutions

1,038

Shares Held

536M

Call Options Held

2.4K

Put Options Held

2.1K

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
Sector ETFs
Industry ETFs

More about SPDW

Track This Portfolio

Portfolio Update

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

News

Stay updated on Ironwood Wealth Management, Llc. with notifications on news.

Account

Ironwood Wealth Management, Llc. Spdr Ser Tr Fds Spdr Portfolio Transaction History