Independent Solutions Wealth Management, LLC Spdr S&P 500 ETF Trust Transaction History

Independent Solutions Wealth Management, LLC

  • $447 Billion
  • Q1 2025

A detailed history of Independent Solutions Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Independent Solutions Wealth Management, LLC holds 566 shares of SPY stock, worth $298,423. This represents 0.07% of its overall portfolio holdings.

Number of Shares
566
Previous 504 12.3%
Holding current value
$298,423
Previous $295 Million 7.19%
% of portfolio
0.07%
Previous 0.06%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
$551.42 - $612.93 $34,188 - $38,001
62 Added 12.3%
566 $317 Million
Q4 2024

Feb 11, 2025
SELL
$567.81 - $607.81 $1,703 - $1,823
-3 Reduced 0.59%
504 $295 Million
Q3 2024

Dec 19, 2024
BUY
$517.38 - $573.86 $4,139 - $4,590
8 Added 1.6%
507 $291 Million
Q2 2024

Dec 19, 2024
BUY
$495.16 - $548.49 $32,680 - $36,200
66 Added 15.24%
499 $272 Million
Q1 2024

Dec 19, 2024
BUY
$467.28 - $523.17 $202,332 - $226,532
433 New
433 $226 Million
Q3 2023

Dec 19, 2024
BUY
$425.88 - $457.79 $123,079 - $132,301
289 Added 55.05%
814 $348 Million
Q2 2023

Dec 19, 2024
BUY
$404.36 - $443.28 $212,289 - $232,722
525 New
525 $233 Million
Q1 2023

Dec 19, 2024
SELL
$379.5 - $416.78 $293,733 - $322,587
-774 Closed
0 $0
Q4 2022

Dec 19, 2024
BUY
$357.63 - $407.42 $276,805 - $315,343
774 New
774 $296 Million

Others Institutions Holding SPY

# of Institutions
5,034
Shares Held
605M
Call Options Held
370M
Put Options Held
677M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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