Ironwood Wealth Management, Llc. Spdr Portfolio Transaction History

Ironwood Wealth Management, Llc.

$330 Million
Q3 2024

A detailed history of Ironwood Wealth Management, Llc. transactions in Spdr Portfolio stock. As of the latest transaction made, Ironwood Wealth Management, Llc. holds 17,366 shares of SPMD stock, worth $996,287. This represents 0.29% of its overall portfolio holdings.

Number of Shares

17,366

Previous 18,988 8.54%

Holding current value

$996,287

Previous $974,000 2.57%

% of portfolio

0.29%

Previous 0.32%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	SELL	$50.29 - $54.92 $81,570 - $89,080	-1,622 Reduced 8.54%	17,366 $949,000
Q2 2024 Aug 08, 2024	SELL	$49.54 - $53.39 $209,157 - $225,412	-4,222 Reduced 18.19%	18,988 $974,000
Q1 2024 Apr 17, 2024	SELL	$47.16 - $53.34 $61,025 - $69,021	-1,294 Reduced 5.28%	23,210 $1.24 Million
Q4 2023 Jan 29, 2024	SELL	$40.76 - $49.2 $14,551 - $17,564	-357 Reduced 1.44%	24,504 $1.19 Million
Q3 2023 Oct 26, 2023	SELL	$43.23 - $47.8 $74,831 - $82,741	-1,731 Reduced 6.51%	24,861 $1.09 Million
Q2 2023 Aug 07, 2023	BUY	$42.21 - $45.89 $44,742 - $48,643	1,060 Added 4.15%	26,592 $1.22 Million
Q1 2023 Apr 27, 2023	SELL	$41.67 - $47.74 $120,884 - $138,493	-2,901 Reduced 10.2%	25,532 $1.12 Million
Q4 2022 Feb 14, 2023	BUY	$39.32 - $45.21 $780,305 - $897,192	19,845 Added 231.08%	28,433 $1.21 Million
Q2 2022 Jul 22, 2022	BUY	$38.67 - $47.45 $118,755 - $145,718	3,071 Added 55.66%	8,588 $341,000
Q1 2022 May 12, 2022	SELL	$44.15 - $50.14 $28,167 - $31,989	-638 Reduced 10.37%	5,517 $260,000
Q4 2021 Feb 01, 2022	SELL	$46.63 - $50.95 $139 - $152	-3 Reduced 0.05%	6,155 $306,000
Q3 2021 Oct 21, 2021	SELL	$45.05 - $48.67 $4,595 - $4,964	-102 Reduced 1.63%	6,158 $284,000
Q2 2021 Jul 28, 2021	SELL	$45.87 - $48.58 $164,122 - $173,819	-3,578 Reduced 36.37%	6,260 $295,000
Q1 2021 Apr 08, 2021	SELL	$39.79 - $47.1 $44,047 - $52,139	-1,107 Reduced 10.11%	9,838 $450,000
Q4 2020 Feb 10, 2021	SELL	$33.07 - $40.57 $16,832 - $20,650	-509 Reduced 4.44%	10,945 $442,000
Q2 2020 Jul 28, 2020	SELL	$23.46 - $34.21 $32,515 - $47,415	-1,386 Reduced 10.79%	11,454 $358,000
Q1 2020 May 15, 2020	BUY	$21.39 - $37.02 $78,822 - $136,418	3,685 Added 40.25%	12,840 $325,000
Q4 2019 Feb 20, 2020	SELL	$32.63 - $36.43 $81,313 - $90,783	-2,492 Reduced 21.4%	9,155 $332,000
Q3 2019 Oct 04, 2019	BUY	$33.7 - $34.71 $266,634 - $274,625	7,912 Added 211.83%	11,647 $395,000
Q2 2019 Aug 14, 2019	BUY	N/A	84 Added 2.3%	3,735 $127,000
Q1 2019 May 10, 2019	BUY	N/A	2,757 Added 308.39%	3,651 $122,000
Q4 2018 Feb 13, 2019	BUY	N/A	617 Added 222.74%	894 $26,000
Q2 2018 Aug 13, 2018	BUY	N/A	277 New	277 $10,000

Others Institutions Holding SPMD

# of Institutions

662

Shares Held

189M

Call Options Held

Put Options Held

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Ironwood Wealth Management, Llc. Spdr Portfolio Transaction History