Independent Wealth Network Inc. Spdr Portfolio S&P 500 ETF (Ma Transaction History

Independent Wealth Network Inc.

$218 Million
Q3 2024

A detailed history of Independent Wealth Network Inc. transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Independent Wealth Network Inc. holds 118,810 shares of SPLG stock, worth $8.43 Million. This represents 3.67% of its overall portfolio holdings.

Number of Shares

118,810

Previous 123,832 4.06%

Holding current value

$8.43 Million

Previous $7.93 Million 1.2%

% of portfolio

3.67%

Previous 3.81%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$60.84 - $67.51 $305,538 - $339,035	-5,022 Reduced 4.06%	118,810 $8.02 Million
Q2 2024 Jul 18, 2024	SELL	$58.24 - $64.51 $246,413 - $272,941	-4,231 Reduced 3.3%	123,832 $7.93 Million
Q1 2024 May 20, 2024	BUY	$54.97 - $61.53 $4.55 Million - $5.1 Million	82,810 Added 182.99%	128,063 $7.88 Million
Q1 2024 Apr 11, 2024	SELL	$54.97 - $61.53 $4.62 Million - $5.17 Million	-84,043 Reduced 65.0%	45,253 $2.78 Million
Q4 2023 Jan 12, 2024	BUY	$48.29 - $56.08 $1.2 Million - $1.39 Million	24,857 Added 23.8%	129,296 $7.23 Million
Q3 2023 Oct 11, 2023	SELL	$50.09 - $53.81 $31,807 - $34,169	-635 Reduced 0.6%	104,439 $5.25 Million
Q2 2023 Jul 12, 2023	BUY	$47.56 - $52.11 $500,093 - $547,936	10,515 Added 11.12%	105,074 $5.48 Million
Q1 2023 Apr 18, 2023	BUY	$44.61 - $48.99 $94,127 - $103,368	2,110 Added 2.28%	94,559 $4.55 Million
Q4 2022 Jan 25, 2023	BUY	$41.93 - $47.9 $36,688 - $41,912	875 Added 0.96%	92,449 $0
Q3 2022 Oct 17, 2022	BUY	$41.99 - $50.54 $167,078 - $201,098	3,979 Added 4.54%	91,574 $3.85 Million
Q2 2022 Jul 26, 2022	BUY	$43.16 - $53.73 $169,230 - $210,675	3,921 Added 4.69%	87,595 $3.88 Million
Q1 2022 Apr 20, 2022	BUY	$48.98 - $56.19 $144,637 - $165,929	2,953 Added 3.66%	83,674 $4.45 Million
Q4 2021 Feb 10, 2022	BUY	$50.43 - $56.16 $99,548 - $110,859	1,974 Added 2.51%	80,721 $4.51 Million
Q3 2021 Nov 04, 2021	BUY	$49.95 - $53.29 $3.93 Million - $4.2 Million	78,747 New	78,747 $4.31 Million

Others Institutions Holding SPLG

# of Institutions

1,149

Shares Held

478M

Call Options Held

259K

Put Options Held

171K

View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

Ticker SPLG
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Independent Wealth Network Inc. Spdr Portfolio S&P 500 ETF (Ma Transaction History