Independent Solutions Wealth Management, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Independent Solutions Wealth Management, LLC

  • $442 Billion
  • Q3 2024

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Dec 19, 2024
SELL
$52.22 - $56.31 $455,671 - $491,361
-8,726 Closed
0 $0
Q2 2023

Dec 19, 2024
BUY
$49.75 - $54.44 $1,044 - $1,143
21 Added 0.24%
8,726 $475 Million
Q1 2023

Dec 19, 2024
SELL
$46.97 - $51.65 $36,213 - $39,822
-771 Reduced 8.14%
8,705 $439 Million
Q4 2022

Dec 19, 2024
SELL
$44.09 - $50.41 $94,661 - $108,230
-2,147 Reduced 18.47%
9,476 $448 Million
Q3 2022

Dec 19, 2024
BUY
$44.11 - $53.04 $167,265 - $201,127
3,792 Added 48.42%
11,623 $513 Million
Q2 2022

Dec 19, 2024
SELL
$45.19 - $56.15 $2,711 - $3,369
-60 Reduced 0.76%
7,831 $364 Million
Q1 2022

Dec 19, 2024
SELL
$51.36 - $58.82 $3,852 - $4,411
-75 Reduced 0.94%
7,891 $439 Million
Q4 2021

Dec 19, 2024
SELL
$52.99 - $58.74 $6,888 - $7,636
-130 Reduced 1.61%
7,966 $466 Million
Q3 2021

Dec 19, 2024
SELL
$52.32 - $55.93 $20,143 - $21,533
-385 Reduced 4.54%
8,096 $429 Million
Q2 2021

Dec 19, 2024
BUY
$49.77 - $52.97 $31,753 - $33,794
638 Added 8.13%
8,481 $449 Million
Q1 2021

Dec 19, 2024
SELL
$45.48 - $49.44 $66,082 - $71,836
-1,453 Reduced 15.63%
7,843 $386 Million
Q4 2020

Dec 19, 2024
SELL
$39.96 - $46.09 $22,297 - $25,718
-558 Reduced 5.66%
9,296 $428 Million
Q3 2020

Dec 19, 2024
SELL
$37.97 - $43.65 $16,365 - $18,813
-431 Reduced 4.19%
9,854 $403 Million
Q2 2020

Dec 19, 2024
SELL
$29.99 - $39.74 $1,349 - $1,788
-45 Reduced 0.44%
10,285 $389 Million
Q1 2020

Dec 19, 2024
BUY
$27.12 - $41.81 $14,970 - $23,079
552 Added 5.65%
10,330 $325 Million
Q4 2019

Dec 13, 2024
BUY
$35.63 - $39.97 $348,390 - $390,826
9,778 New
9,778 $390 Million

Others Institutions Holding SPTM

# of Institutions
630
Shares Held
85M
Call Options Held
949K
Put Options Held
700
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

SPTM Quotes by TradingView
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