Independent Solutions Wealth Management, LLC Spdr Portfolio Transaction History

Independent Solutions Wealth Management, LLC

  • $563 Billion
  • Q3 2025

A detailed history of Independent Solutions Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Independent Solutions Wealth Management, LLC holds 2,113 shares of SPYG stock, worth $221,463. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,113
Previous 2,239 5.63%
Holding current value
$221,463
Previous $213 Million 3.47%
% of portfolio
0.04%
Previous 0.04%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
SELL
$94.33 - $105.31 $11,885 - $13,269
-126 Reduced 5.63%
2,113 $221 Million
Q2 2025

Jul 23, 2025
BUY
$71.83 - $95.32 $160,827 - $213,421
2,239 New
2,239 $213 Million
Q4 2023

Dec 19, 2024
SELL
$57.02 - $65.3 $18,246 - $20,896
-320 Reduced 9.31%
3,119 $203 Million
Q3 2023

Dec 19, 2024
SELL
$58.97 - $62.89 $590,466 - $629,717
-10,013 Reduced 74.44%
3,439 $204 Million
Q2 2023

Dec 19, 2024
SELL
$54.76 - $61.01 $11,390 - $12,690
-208 Reduced 1.52%
13,452 $821 Million
Q1 2023

Dec 19, 2024
SELL
$49.61 - $55.36 $51,296 - $57,242
-1,034 Reduced 7.04%
13,660 $756 Million
Q4 2022

Dec 19, 2024
SELL
$49.14 - $55.07 $66,732 - $74,785
-1,358 Reduced 8.46%
14,694 $745 Million
Q3 2022

Dec 19, 2024
BUY
$50.1 - $61.86 $265,530 - $327,858
5,300 Added 49.29%
16,052 $804 Million
Q2 2022

Dec 19, 2024
SELL
$50.47 - $67.39 $4,138 - $5,525
-82 Reduced 0.76%
10,752 $562 Million
Q1 2022

Dec 19, 2024
SELL
$59.17 - $73.03 $53,903 - $66,530
-911 Reduced 7.76%
10,834 $717 Million
Q4 2021

Dec 19, 2024
BUY
$63.39 - $73.48 $37,717 - $43,720
595 Added 5.34%
11,745 $851 Million
Q3 2021

Dec 19, 2024
SELL
$63.23 - $68.45 $29,907 - $32,376
-473 Reduced 4.07%
11,150 $714 Million
Q2 2021

Dec 19, 2024
BUY
$57.17 - $63.06 $59,285 - $65,393
1,037 Added 9.8%
11,623 $732 Million
Q1 2021

Dec 19, 2024
SELL
$53.23 - $58.3 $119,022 - $130,358
-2,236 Reduced 17.44%
10,586 $597 Million
Q4 2020

Dec 19, 2024
SELL
$48.59 - $55.29 $39,017 - $44,397
-803 Reduced 5.89%
12,822 $709 Million
Q3 2020

Dec 19, 2024
SELL
$45.36 - $54.05 $44,997 - $53,617
-992 Reduced 6.79%
13,625 $683 Million
Q2 2020

Dec 19, 2024
SELL
$34.16 - $45.45 $17,387 - $23,134
-509 Reduced 3.37%
14,617 $657 Million
Q1 2020

Dec 19, 2024
BUY
$31.23 - $45.63 $7,682 - $11,224
246 Added 1.65%
15,126 $541 Million
Q4 2019

Dec 13, 2024
BUY
$37.77 - $42.13 $562,017 - $626,894
14,880 New
14,880 $624 Million

Others Institutions Holding SPYG

# of Institutions
1,389
Shares Held
337M
Call Options Held
247K
Put Options Held
165K
View Full List

About SPDR PORTFOLIO

SPYG Quotes by TradingView
  • Ticker SPYG
  • Sector ETFs
  • Industry ETFs
More about SPYG
Track This Portfolio

Track Independent Solutions Wealth Management, LLC Portfolio

Follow Independent Solutions Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Independent Solutions Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Independent Solutions Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email