Independent Wealth Network Inc. Spdr Portfolio S&P 500 ETF (Ma 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 ETF (Ma stock. As of the latest transaction made, Independent Wealth Network Inc. holds 141,816 shares of SPLG stock, worth $10.2 Million. This represents 4.17% of its overall portfolio holdings.

Number of Shares

141,816

Previous 118,810 19.36%

Holding current value

$10.2 Million

Previous $8.02 Million 21.9%

% of portfolio

4.17%

Previous 3.67%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$66.77 - $71.52 $1.54 Million - $1.65 Million	23,006 Added 19.36%	141,816 $9.78 Million
Q3 2024 Oct 15, 2024	SELL	$60.84 - $67.51 $305,538 - $339,035	-5,022 Reduced 4.06%	118,810 $8.02 Million
Q2 2024 Jul 18, 2024	SELL	$58.24 - $64.51 $246,413 - $272,941	-4,231 Reduced 3.3%	123,832 $7.93 Million
Q1 2024 May 20, 2024	BUY	$54.97 - $61.53 $4.55 Million - $5.1 Million	82,810 Added 182.99%	128,063 $7.88 Million
Q1 2024 Apr 11, 2024	SELL	$54.97 - $61.53 $4.62 Million - $5.17 Million	-84,043 Reduced 65.0%	45,253 $2.78 Million
Q4 2023 Jan 12, 2024	BUY	$48.29 - $56.08 $1.2 Million - $1.39 Million	24,857 Added 23.8%	129,296 $7.23 Million
Q3 2023 Oct 11, 2023	SELL	$50.09 - $53.81 $31,807 - $34,169	-635 Reduced 0.6%	104,439 $5.25 Million
Q2 2023 Jul 12, 2023	BUY	$47.56 - $52.11 $500,093 - $547,936	10,515 Added 11.12%	105,074 $5.48 Million
Q1 2023 Apr 18, 2023	BUY	$44.61 - $48.99 $94,127 - $103,368	2,110 Added 2.28%	94,559 $4.55 Million
Q4 2022 Jan 25, 2023	BUY	$41.93 - $47.9 $36,688 - $41,912	875 Added 0.96%	92,449 $0
Q3 2022 Oct 17, 2022	BUY	$41.99 - $50.54 $167,078 - $201,098	3,979 Added 4.54%	91,574 $3.85 Million
Q2 2022 Jul 26, 2022	BUY	$43.16 - $53.73 $169,230 - $210,675	3,921 Added 4.69%	87,595 $3.88 Million
Q1 2022 Apr 20, 2022	BUY	$48.98 - $56.19 $144,637 - $165,929	2,953 Added 3.66%	83,674 $4.45 Million
Q4 2021 Feb 10, 2022	BUY	$50.43 - $56.16 $99,548 - $110,859	1,974 Added 2.51%	80,721 $4.51 Million
Q3 2021 Nov 04, 2021	BUY	$49.95 - $53.29 $3.93 Million - $4.2 Million	78,747 New	78,747 $4.31 Million

Others Institutions Holding SPLG

# of Institutions

1,285

Shares Held

550M

Call Options Held

451K

Put Options Held

361K

View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

Ticker SPLG
Sector ETFs
Industry ETFs

More about SPLG

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 S&P 500 ETF (Ma Transaction History