Independent Wealth Network Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

Independent Wealth Network Inc.

$234 Million
Q4 2024

A detailed history of Independent Wealth Network Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Independent Wealth Network Inc. holds 15,396 shares of SPEM stock, worth $593,053. This represents 0.25% of its overall portfolio holdings.

Number of Shares

15,396

Previous 13,376 15.1%

Holding current value

$593,053

Previous $552,000 6.88%

% of portfolio

0.25%

Previous 0.25%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$38.37 - $42.82 $77,507 - $86,496	2,020 Added 15.1%	15,396 $590,000
Q3 2024 Oct 15, 2024	BUY	$36.02 - $41.68 $1,296 - $1,500	36 Added 0.27%	13,376 $552,000
Q2 2024 Jul 18, 2024	BUY	$35.3 - $38.79 $5,683 - $6,245	161 Added 1.22%	13,340 $502,000
Q1 2024 May 20, 2024	BUY	$33.69 - $36.47 $444,000 - $480,638	13,179 New	13,179 $476,000
Q4 2023 Jan 12, 2024	SELL	$32.26 - $35.46 $30,227 - $33,226	-937 Reduced 7.07%	12,310 $435,000
Q3 2023 Oct 11, 2023	SELL	$33.36 - $36.37 $9,707 - $10,583	-291 Reduced 2.15%	13,247 $444,000
Q2 2023 Jul 12, 2023	BUY	$33.2 - $35.75 $162,314 - $174,781	4,889 Added 56.53%	13,538 $465,000
Q1 2023 Apr 18, 2023	BUY	$32.49 - $36.44 $10,169 - $11,405	313 Added 3.75%	8,649 $295,000
Q4 2022 Jan 25, 2023	BUY	$30.18 - $34.51 $12,766 - $14,597	423 Added 5.35%	8,336 $0
Q3 2022 Oct 17, 2022	SELL	$31.04 - $35.55 $682 - $782	-22 Reduced 0.28%	7,913 $246,000
Q2 2022 Jul 26, 2022	BUY	$33.85 - $40.03 $268,599 - $317,638	7,935 New	7,935 $276,000

Others Institutions Holding SPEM

# of Institutions

816

Shares Held

195M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
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Independent Wealth Network Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History