Independent Wealth Network Inc. Spdr Portfolio Transaction History

Independent Wealth Network Inc.

$237 Million
Q1 2025

A detailed history of Independent Wealth Network Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Independent Wealth Network Inc. holds 7,349 shares of SPMD stock, worth $387,218. This represents 0.16% of its overall portfolio holdings.

Number of Shares

7,349

Previous 7,064 4.03%

Holding current value

$387,218

Previous $386,000 2.59%

% of portfolio

0.16%

Previous 0.16%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$50.21 - $57.73 $14,309 - $16,453	285 Added 4.03%	7,349 $376,000
Q4 2024 Jan 17, 2025	SELL	$54.13 - $59.56 $8,065 - $8,874	-149 Reduced 2.07%	7,064 $386,000
Q3 2024 Oct 15, 2024	SELL	$50.29 - $54.92 $17,802 - $19,441	-354 Reduced 4.68%	7,213 $394,000
Q2 2024 Jul 18, 2024	SELL	$49.54 - $53.39 $49 - $53	-1 Reduced 0.01%	7,567 $388,000
Q1 2024 May 20, 2024	BUY	$47.16 - $53.34 $356,906 - $403,677	7,568 New	7,568 $403,000
Q4 2023 Jan 12, 2024	SELL	$40.76 - $49.2 $4,524 - $5,461	-111 Reduced 1.52%	7,171 $349,000
Q3 2023 Oct 11, 2023	SELL	$43.23 - $47.8 $9,207 - $10,181	-213 Reduced 2.84%	7,282 $318,000
Q2 2023 Jul 12, 2023	BUY	$42.21 - $45.89 $47,697 - $51,855	1,130 Added 17.75%	7,495 $343,000
Q1 2023 Apr 18, 2023	BUY	$41.67 - $47.74 $14,292 - $16,374	343 Added 5.7%	6,365 $279,000
Q4 2022 Jan 25, 2023	BUY	$39.32 - $45.21 $432 - $497	11 Added 0.18%	6,022 $0
Q3 2022 Oct 17, 2022	BUY	$38.55 - $46.17 $14,494 - $17,359	376 Added 6.67%	6,011 $232,000
Q2 2022 Jul 26, 2022	BUY	$38.67 - $47.45 $217,905 - $267,380	5,635 New	5,635 $224,000

Others Institutions Holding SPMD

# of Institutions

734

Shares Held

215M

Call Options Held

14.1K

Put Options Held

700

View Full List

About SPDR PORTFOLIO

Ticker SPMD
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Independent Wealth Network Inc. Spdr Portfolio Transaction History