Iron Horse Wealth Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Iron Horse Wealth Management’s Portfolio SPYM Stock Details SPYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-327	Closed	-$18.3K	–	513
2023 Q4	$18.3K	Buy	+327	New	+$17.1K	0.01%	129
2023 Q2	–	Sell	-173	Closed	-$8.33K	–	349
2023 Q1	$8.33K	Hold	173	–	–	﹤0.01%	166
2022 Q4	$8K	Buy	+173	New	+$7.82K	﹤0.01%	136

Other funds holding SPYM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Iron Horse Wealth Management's SPYM Position: Q1 2024 in Review

Iron Horse Wealth Management sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2024, closing a stake of 327 shares — an estimated $18.3K sold.

Iron Horse Wealth Management first reported a position in SPYM in Q4 2022 and held it in 3 quarters. The position peaked at $18.3K in Q4 2023. 974 funds tracked by Wall St. Rank hold SPYM as of Q1 2024.

Iron Horse Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2024 after selling out during the quarter.
Iron Horse Wealth Management sold 327 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2024, an estimated $18.3K.
Iron Horse Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and held it in 3 quarters.
Iron Horse Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $18.3K in Q4 2023.
974 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2024.

Based on Iron Horse Wealth Management's 13F filing for Q1 2024, filed 17 Apr 2024.