Iron Horse Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Iron Horse Wealth Management's SPY Position: Q2 2025 in Review
Iron Horse Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.6% in Q2 2025, buying an estimated $344K and bringing the position to 37,393 shares worth $23.1M. The position accounts for 6.82% of the portfolio, ranked #5.
Iron Horse Wealth Management first reported a position in SPY in Q4 2020 and has held it in 19 quarters since. 4,228 funds tracked by Wall St. Rank hold SPY as of Q2 2025.
- Iron Horse Wealth Management held 37,393 shares of State Street SPDR S&P 500 ETF Trust worth $23.1M as of Q2 2025.
- Iron Horse Wealth Management bought 602 State Street SPDR S&P 500 ETF Trust shares in Q2 2025, an estimated $344K.
- State Street SPDR S&P 500 ETF Trust made up 6.82% of Iron Horse Wealth Management's portfolio in Q2 2025, its #5 holding.
- Iron Horse Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 19 quarters since.
- 4,228 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2025.
Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.