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 102,898 shares of SPEM stock, worth $4.09 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares

102,898

Previous 104,092 1.15%

Holding current value

$4.09 Million

Previous $4.3 Million 8.1%

% of portfolio

1.22%

Previous 1.3%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$38.37 - $42.82 $45,813 - $51,127	-1,194 Reduced 1.15%	102,898 $3.95 Million
Q3 2024 Oct 08, 2024	SELL	$36.02 - $41.68 $32,886 - $38,053	-913 Reduced 0.87%	104,092 $4.3 Million
Q2 2024 Aug 08, 2024	SELL	$35.3 - $38.79 $135,163 - $148,526	-3,829 Reduced 3.52%	105,005 $3.96 Million
Q1 2024 Apr 17, 2024	SELL	$33.69 - $36.47 $68,963 - $74,654	-2,047 Reduced 1.85%	108,834 $3.94 Million
Q4 2023 Jan 29, 2024	BUY	$32.26 - $35.46 $124,717 - $137,088	3,866 Added 3.61%	110,881 $3.93 Million
Q3 2023 Oct 26, 2023	SELL	$33.36 - $36.37 $153,856 - $167,738	-4,612 Reduced 4.13%	107,015 $3.59 Million
Q2 2023 Aug 07, 2023	BUY	$33.2 - $35.75 $5,278 - $5,684	159 Added 0.14%	111,627 $3.84 Million
Q1 2023 Apr 27, 2023	SELL	$32.49 - $36.44 $340,885 - $382,328	-10,492 Reduced 8.6%	111,468 $3.8 Million
Q4 2022 Feb 14, 2023	BUY	$30.18 - $34.51 $67,241 - $76,888	2,228 Added 1.86%	121,960 $4.02 Million
Q2 2022 Jul 22, 2022	SELL	$33.85 - $40.03 $1.03 Million - $1.21 Million	-30,290 Reduced 20.19%	119,732 $4.16 Million
Q1 2022 May 12, 2022	BUY	$35.69 - $43.02 $3.94 Million - $4.75 Million	110,364 Added 278.29%	150,022 $5.8 Million
Q4 2021 Feb 01, 2022	BUY	$40.07 - $44.51 $17,430 - $19,361	435 Added 1.11%	39,658 $1.65 Million
Q3 2021 Oct 21, 2021	SELL	$41.44 - $45.27 $40,238 - $43,957	-971 Reduced 2.42%	39,223 $1.67 Million
Q2 2021 Jul 28, 2021	SELL	$42.87 - $46.35 $91,141 - $98,540	-2,126 Reduced 5.02%	40,194 $1.84 Million
Q1 2021 Apr 08, 2021	SELL	$42.41 - $47.37 $307,726 - $343,716	-7,256 Reduced 14.64%	42,320 $1.85 Million
Q4 2020 Feb 10, 2021	SELL	$36.44 - $42.49 $70,693 - $82,430	-1,940 Reduced 3.77%	49,576 $2.09 Million
Q2 2020 Jul 28, 2020	BUY	$27.38 - $34.3 $26,038 - $32,619	951 Added 1.88%	51,516 $1.72 Million
Q1 2020 May 15, 2020	BUY	$25.76 - $38.65 $482,227 - $723,528	18,720 Added 58.78%	50,565 $1.44 Million
Q4 2019 Feb 20, 2020	SELL	$33.84 - $38.03 $35,971 - $40,425	-1,063 Reduced 3.23%	31,845 $1.2 Million
Q3 2019 Oct 04, 2019	BUY	$34.28 - $35.36 $913,322 - $942,096	26,643 Added 425.27%	32,908 $1.13 Million
Q2 2019 Aug 14, 2019	SELL	N/A	-59 Reduced 0.93%	6,265 $224,000
Q1 2019 May 10, 2019	SELL	N/A	-30 Reduced 0.47%	6,324 $226,000
Q4 2018 Feb 13, 2019	BUY	N/A	6,310 Added 14340.91%	6,354 $206,000
Q3 2018 Oct 09, 2018	BUY	N/A	34 Added 340.0%	44 $2,000
Q2 2018 Aug 13, 2018	BUY	N/A	10 New	10 $0

Others Institutions Holding SPEM

# of Institutions

871

Shares Held

213M

Call Options Held

Put Options Held

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

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