Independent Wealth Network Inc. Spdr Portfolio Transaction History

Independent Wealth Network Inc.

$234 Million
Q4 2024

A detailed history of Independent Wealth Network Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Independent Wealth Network Inc. holds 117,546 shares of SPYG stock, worth $10.8 Million. This represents 4.41% of its overall portfolio holdings.

Number of Shares

117,546

Previous 117,210 0.29%

Holding current value

$10.8 Million

Previous $9.72 Million 6.29%

% of portfolio

4.41%

Previous 4.45%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$81.74 - $91.38 $27,464 - $30,703	336 Added 0.29%	117,546 $10.3 Million
Q3 2024 Oct 15, 2024	SELL	$73.38 - $84.1 $583,811 - $669,099	-7,956 Reduced 6.36%	117,210 $9.72 Million
Q2 2024 Jul 18, 2024	BUY	$68.71 - $80.95 $420,299 - $495,171	6,117 Added 5.14%	125,166 $10 Million
Q1 2024 May 20, 2024	BUY	$63.12 - $73.73 $3.94 Million - $4.6 Million	62,446 Added 110.32%	119,049 $8.71 Million
Q1 2024 Apr 11, 2024	SELL	$63.12 - $73.73 $4 Million - $4.67 Million	-63,305 Reduced 52.79%	56,603 $4.14 Million
Q4 2023 Jan 12, 2024	BUY	$57.02 - $65.3 $47,725 - $54,656	837 Added 0.7%	119,908 $7.8 Million
Q3 2023 Oct 11, 2023	BUY	$58.97 - $62.89 $576,844 - $615,189	9,782 Added 8.95%	119,071 $7.06 Million
Q2 2023 Jul 12, 2023	BUY	$54.76 - $61.01 $74,911 - $83,461	1,368 Added 1.27%	109,289 $6.67 Million
Q1 2023 Apr 18, 2023	BUY	$49.61 - $55.36 $89,843 - $100,256	1,811 Added 1.71%	107,921 $5.97 Million
Q4 2022 Jan 25, 2023	BUY	$49.14 - $55.07 $239,262 - $268,135	4,869 Added 4.81%	106,110 $0
Q3 2022 Oct 17, 2022	BUY	$50.1 - $61.86 $293,836 - $362,808	5,865 Added 6.15%	101,241 $5.07 Million
Q2 2022 Jul 26, 2022	BUY	$50.47 - $67.39 $170,033 - $227,036	3,369 Added 3.66%	95,376 $4.99 Million
Q1 2022 Apr 20, 2022	SELL	$59.17 - $73.03 $149,877 - $184,984	-2,533 Reduced 2.68%	92,007 $6.09 Million
Q4 2021 Feb 10, 2022	SELL	$63.39 - $73.48 $1.13 Million - $1.31 Million	-17,771 Reduced 15.82%	94,540 $6.85 Million
Q3 2021 Nov 04, 2021	BUY	$63.23 - $68.45 $7.1 Million - $7.69 Million	112,311 New	112,311 $7.94 Million

Others Institutions Holding SPYG

# of Institutions

1,113

Shares Held

281M

Call Options Held

399K

Put Options Held

203K

View Full List

About SPDR PORTFOLIO

Ticker SPYG
Sector ETFs
Industry ETFs

More about SPYG

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 Portfolio Transaction History