Independent Wealth Network Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

Independent Wealth Network Inc.

  • $237 Million
  • Q1 2025

A detailed history of Independent Wealth Network Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Independent Wealth Network Inc. holds 16,224 shares of SPEM stock, worth $663,237. This represents 0.27% of its overall portfolio holdings.

Number of Shares
16,224
Previous 15,396 5.38%
Holding current value
$663,237
Previous $590,000 8.14%
% of portfolio
0.27%
Previous 0.25%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
$37.07 - $40.63 $30,693 - $33,641
828 Added 5.38%
16,224 $638,000
Q4 2024

Jan 17, 2025
BUY
$38.37 - $42.82 $77,507 - $86,496
2,020 Added 15.1%
15,396 $590,000
Q3 2024

Oct 15, 2024
BUY
$36.02 - $41.68 $1,296 - $1,500
36 Added 0.27%
13,376 $552,000
Q2 2024

Jul 18, 2024
BUY
$35.3 - $38.79 $5,683 - $6,245
161 Added 1.22%
13,340 $502,000
Q1 2024

May 20, 2024
BUY
$33.69 - $36.47 $444,000 - $480,638
13,179 New
13,179 $476,000
Q4 2023

Jan 12, 2024
SELL
$32.26 - $35.46 $30,227 - $33,226
-937 Reduced 7.07%
12,310 $435,000
Q3 2023

Oct 11, 2023
SELL
$33.36 - $36.37 $9,707 - $10,583
-291 Reduced 2.15%
13,247 $444,000
Q2 2023

Jul 12, 2023
BUY
$33.2 - $35.75 $162,314 - $174,781
4,889 Added 56.53%
13,538 $465,000
Q1 2023

Apr 18, 2023
BUY
$32.49 - $36.44 $10,169 - $11,405
313 Added 3.75%
8,649 $295,000
Q4 2022

Jan 25, 2023
BUY
$30.18 - $34.51 $12,766 - $14,597
423 Added 5.35%
8,336 $0
Q3 2022

Oct 17, 2022
SELL
$31.04 - $35.55 $682 - $782
-22 Reduced 0.28%
7,913 $246,000
Q2 2022

Jul 26, 2022
BUY
$33.85 - $40.03 $268,599 - $317,638
7,935 New
7,935 $276,000

Others Institutions Holding SPEM

# of Institutions
910
Shares Held
207M
Call Options Held
0
Put Options Held
60
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPEM Quotes by TradingView
  • Ticker SPEM
  • Sector ETFs
  • Industry ETFs
More about SPEM
Track This Portfolio

Track Independent Wealth Network Inc. Portfolio

Follow Independent Wealth Network Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email