Independent Solutions Wealth Management, LLC Spdr Portfolio Transaction History

Independent Solutions Wealth Management, LLC

$442 Billion
Q3 2024

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Dec 19, 2024	SELL	$43.23 - $47.8 $526,541 - $582,204	-12,180 Closed	0 $0
Q2 2023 Dec 19, 2024	SELL	$42.21 - $45.89 $3,165 - $3,441	-75 Reduced 0.61%	12,180 $559 Million
Q1 2023 Dec 19, 2024	SELL	$41.67 - $47.74 $33,002 - $37,810	-792 Reduced 6.07%	12,255 $538 Million
Q4 2022 Dec 19, 2024	SELL	$39.32 - $45.21 $40,971 - $47,108	-1,042 Reduced 7.4%	13,047 $554 Million
Q3 2022 Dec 19, 2024	BUY	$38.55 - $46.17 $201,886 - $241,792	5,237 Added 59.16%	14,089 $543 Million
Q2 2022 Dec 19, 2024	SELL	$38.67 - $47.45 $2,165 - $2,657	-56 Reduced 0.63%	8,852 $351 Million
Q1 2022 Dec 19, 2024	BUY	$44.15 - $50.14 $1,721 - $1,955	39 Added 0.44%	8,908 $420 Million
Q4 2021 Dec 19, 2024	SELL	$46.63 - $50.95 $12,776 - $13,960	-274 Reduced 3.0%	8,869 $441 Million
Q3 2021 Dec 19, 2024	SELL	$45.05 - $48.67 $8,739 - $9,441	-194 Reduced 2.08%	9,143 $422 Million
Q2 2021 Dec 19, 2024	BUY	$45.87 - $48.58 $25,320 - $26,816	552 Added 6.28%	9,337 $441 Million
Q1 2021 Dec 19, 2024	SELL	$39.79 - $47.1 $121,439 - $143,749	-3,052 Reduced 25.78%	8,785 $402 Million
Q4 2020 Dec 19, 2024	SELL	$33.07 - $40.57 $23,645 - $29,007	-715 Reduced 5.7%	11,837 $478 Million
Q3 2020 Dec 19, 2024	SELL	$30.67 - $34.54 $1,993 - $2,245	-65 Reduced 0.52%	12,552 $410 Million
Q2 2020 Dec 19, 2024	SELL	$23.46 - $34.21 $11,589 - $16,899	-494 Reduced 3.77%	12,617 $394 Million
Q1 2020 Dec 19, 2024	BUY	$21.39 - $37.02 $45,175 - $78,186	2,112 Added 19.2%	13,111 $332 Million
Q4 2019 Dec 13, 2024	BUY	$32.63 - $36.43 $358,897 - $400,693	10,999 New	10,999 $398 Million

Others Institutions Holding SPMD

# of Institutions

655

Shares Held

188M

Call Options Held

Put Options Held

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