Independent Solutions Wealth Management, LLC Spdr Portfolio S&P 500 High Di Transaction History

Independent Solutions Wealth Management, LLC

  • $442 Billion
  • Q3 2024

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Dec 19, 2024
SELL
$34.75 - $38.84 $234,666 - $262,286
-6,753 Closed
0 $0
Q2 2023

Dec 19, 2024
SELL
$35.13 - $38.46 $5,164 - $5,653
-147 Reduced 2.13%
6,753 $250 Million
Q1 2023

Dec 19, 2024
SELL
$35.58 - $43.09 $14,694 - $17,796
-413 Reduced 5.65%
6,900 $262 Million
Q4 2022

Dec 19, 2024
SELL
$35.5 - $41.73 $147,183 - $173,012
-4,146 Reduced 36.18%
7,313 $289 Million
Q3 2022

Dec 19, 2024
BUY
$35.47 - $43.38 $134,147 - $164,063
3,782 Added 49.26%
11,459 $406 Million
Q2 2022

Dec 19, 2024
SELL
$38.63 - $45.45 $1,274 - $1,499
-33 Reduced 0.43%
7,677 $306 Million
Q1 2022

Dec 19, 2024
SELL
$41.75 - $44.47 $1,210 - $1,289
-29 Reduced 0.37%
7,710 $339 Million
Q4 2021

Dec 19, 2024
SELL
$38.92 - $42.05 $3,152 - $3,406
-81 Reduced 1.04%
7,739 $325 Million
Q3 2021

Dec 19, 2024
SELL
$38.21 - $40.67 $8,597 - $9,150
-225 Reduced 2.8%
7,820 $306 Million
Q2 2021

Dec 19, 2024
BUY
$38.86 - $42.51 $25,608 - $28,014
659 Added 8.92%
8,045 $323 Million
Q1 2021

Dec 19, 2024
SELL
$32.4 - $39.92 $60,393 - $74,410
-1,864 Reduced 20.15%
7,386 $284 Million
Q4 2020

Dec 19, 2024
SELL
$27.0 - $34.09 $7,506 - $9,477
-278 Reduced 2.92%
9,250 $305 Million
Q3 2020

Dec 19, 2024
BUY
$26.58 - $29.31 $17,090 - $18,846
643 Added 7.24%
9,528 $261 Million
Q2 2020

Dec 19, 2024
BUY
$22.98 - $32.18 $5,124 - $7,176
223 Added 2.57%
8,885 $247 Million
Q1 2020

Dec 19, 2024
BUY
$21.02 - $39.9 $1,702 - $3,231
81 Added 0.94%
8,662 $213 Million
Q4 2019

Dec 13, 2024
BUY
$36.46 - $39.61 $312,863 - $339,893
8,581 New
8,581 $339 Million

Others Institutions Holding SPYD

# of Institutions
473
Shares Held
47.3M
Call Options Held
68.6K
Put Options Held
13K
View Full List

About SPDR PORTFOLIO S&P 500 HIGH DI

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