Independent Wealth Network Inc. Spdr Portfolio S&P 500 Value E Transaction History

Independent Wealth Network Inc.

  • $234 Million
  • Q4 2024

A detailed history of Independent Wealth Network Inc. transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Independent Wealth Network Inc. holds 135,497 shares of SPYV stock, worth $6.46 Million. This represents 2.96% of its overall portfolio holdings.

Number of Shares
135,497
Previous 129,832 4.36%
Holding current value
$6.46 Million
Previous $6.86 Million 0.98%
% of portfolio
2.96%
Previous 3.14%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$51.09 - $55.27 $289,424 - $313,104
5,665 Added 4.36%
135,497 $6.93 Million
Q3 2024

Oct 15, 2024
BUY
$48.51 - $52.86 $144,608 - $157,575
2,981 Added 2.35%
129,832 $6.86 Million
Q2 2024

Jul 18, 2024
SELL
$47.37 - $50.09 $156,699 - $165,697
-3,308 Reduced 2.54%
126,851 $6.18 Million
Q1 2024

May 20, 2024
BUY
$45.88 - $50.1 $2.15 Million - $2.35 Million
46,891 Added 56.31%
130,159 $6.52 Million
Q1 2024

Apr 11, 2024
SELL
$45.88 - $50.1 $2.26 Million - $2.47 Million
-49,236 Reduced 37.16%
83,268 $4.17 Million
Q4 2023

Jan 12, 2024
BUY
$39.63 - $46.73 $107,238 - $126,451
2,706 Added 2.08%
132,504 $6.18 Million
Q3 2023

Oct 11, 2023
BUY
$41.15 - $44.69 $326,895 - $355,017
7,944 Added 6.52%
129,798 $5.36 Million
Q2 2023

Jul 12, 2023
SELL
$40.17 - $43.27 $100,826 - $108,607
-2,510 Reduced 2.02%
121,854 $5.26 Million
Q1 2023

Apr 18, 2023
BUY
$38.68 - $42.77 $24,329 - $26,902
629 Added 0.51%
124,364 $5.06 Million
Q4 2022

Jan 25, 2023
BUY
$34.79 - $40.71 $35,624 - $41,687
1,024 Added 0.83%
123,735 $0
Q3 2022

Oct 17, 2022
BUY
$34.49 - $40.43 $127,957 - $149,995
3,710 Added 3.12%
122,711 $4.23 Million
Q2 2022

Jul 26, 2022
SELL
$35.93 - $42.52 $85,225 - $100,857
-2,372 Reduced 1.95%
119,001 $4.38 Million
Q1 2022

Apr 20, 2022
BUY
$39.54 - $42.64 $151,280 - $163,140
3,826 Added 3.25%
121,373 $5.07 Million
Q4 2021

Feb 10, 2022
BUY
$39.14 - $42.04 $70,412 - $75,629
1,799 Added 1.55%
117,547 $4.94 Million
Q3 2021

Nov 04, 2021
BUY
$38.51 - $40.73 $4.46 Million - $4.71 Million
115,748 New
115,748 $4.79 Million

Others Institutions Holding SPYV

# of Institutions
1,090
Shares Held
443M
Call Options Held
316K
Put Options Held
4.7K
View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

SPYV Quotes by TradingView
  • Ticker SPYV
  • Sector ETFs
  • Industry ETFs
More about SPYV
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