Independent Solutions Wealth Management, LLC Spdr S&P 500 ETF Trust Transaction History

Independent Solutions Wealth Management, LLC

$442 Billion
Q3 2024

A detailed history of Independent Solutions Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Independent Solutions Wealth Management, LLC holds 507 shares of SPY stock, worth $297,152. This represents 0.07% of its overall portfolio holdings.

Number of Shares

507

Previous 499 1.6%

Holding current value

$297,152

Previous $272 Million 7.12%

% of portfolio

0.07%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Dec 19, 2024	BUY	$517.38 - $573.86 $4,139 - $4,590	8 Added 1.6%	507 $291 Million
Q2 2024 Dec 19, 2024	BUY	$495.16 - $548.49 $32,680 - $36,200	66 Added 15.24%	499 $272 Million
Q1 2024 Dec 19, 2024	BUY	$467.28 - $523.17 $202,332 - $226,532	433 New	433 $226 Million
Q3 2023 Dec 19, 2024	BUY	$425.88 - $457.79 $123,079 - $132,301	289 Added 55.05%	814 $348 Million
Q2 2023 Dec 19, 2024	BUY	$404.36 - $443.28 $212,289 - $232,722	525 New	525 $233 Million
Q1 2023 Dec 19, 2024	SELL	$379.5 - $416.78 $293,733 - $322,587	-774 Closed	0 $0
Q4 2022 Dec 19, 2024	BUY	$357.63 - $407.42 $276,805 - $315,343	774 New	774 $296 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

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Independent Solutions Wealth Management, LLC Spdr S&P 500 ETF Trust Transaction History