Independent Wealth Network Inc. Spdr S&P 500 ETF Trust Transaction History

Independent Wealth Network Inc.

$218 Million
Q3 2024

A detailed history of Independent Wealth Network Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Independent Wealth Network Inc. holds 2,653 shares of SPY stock, worth $1.6 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

2,653

Previous 3,787 29.94%

Holding current value

$1.6 Million

Previous $2.06 Million 26.12%

% of portfolio

0.7%

Previous 0.99%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$517.38 - $573.86 $586,708 - $650,757	-1,134 Reduced 29.94%	2,653 $1.52 Million
Q2 2024 Jul 18, 2024	BUY	$495.16 - $548.49 $26,738 - $29,618	54 Added 1.45%	3,787 $2.06 Million
Q1 2024 May 20, 2024	BUY	$467.28 - $523.17 $1.74 Million - $1.95 Million	3,733 New	3,733 $1.95 Million
Q4 2023 Jan 12, 2024	BUY	$410.68 - $476.69 $84,600 - $98,198	206 Added 5.51%	3,947 $1.88 Million
Q3 2023 Oct 11, 2023	BUY	$425.88 - $457.79 $308,337 - $331,439	724 Added 24.0%	3,741 $1.6 Million
Q2 2023 Jul 12, 2023	BUY	$404.36 - $443.28 $1.22 Million - $1.34 Million	3,017 New	3,017 $1.34 Million
Q1 2022 Apr 20, 2022	SELL	$416.25 - $477.71 $2.54 Million - $2.92 Million	-6,114 Closed	0 $0
Q4 2021 Feb 10, 2022	BUY	$428.64 - $477.48 $55,294 - $61,594	129 Added 2.16%	6,114 $2.9 Million
Q3 2021 Nov 04, 2021	BUY	$424.97 - $453.19 $2.54 Million - $2.71 Million	5,985 New	5,985 $2.78 Million

Others Institutions Holding SPY

# of Institutions

4,553

Shares Held

593M

Call Options Held

285M

Put Options Held

653M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

Track This Portfolio

Portfolio Update

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

News

Stay updated on Independent Wealth Network Inc. with notifications on news.

Account

Independent Wealth Network Inc. Spdr S&P 500 ETF Trust Transaction History