Independent Wealth Network Inc. Spdr Portfolio S&P 1500 Compos Transaction History

Independent Wealth Network Inc.

$218 Million
Q3 2024

A detailed history of Independent Wealth Network Inc. transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Independent Wealth Network Inc. holds 8,267 shares of SPTM stock, worth $597,456. This represents 0.27% of its overall portfolio holdings.

Number of Shares

8,267

Previous 8,613 4.02%

Holding current value

$597,456

Previous $571,000 1.4%

% of portfolio

0.27%

Previous 0.27%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$63.28 - $70.06 $21,894 - $24,240	-346 Reduced 4.02%	8,267 $579,000
Q2 2024 Jul 18, 2024	BUY	$60.69 - $66.83 $1,820 - $2,004	30 Added 0.35%	8,613 $571,000
Q1 2024 May 20, 2024	BUY	$57.38 - $64.15 $492,492 - $550,599	8,583 New	8,583 $550,000
Q4 2023 Jan 12, 2024	BUY	$50.31 - $58.65 $1,559 - $1,818	31 Added 0.39%	8,036 $469,000
Q3 2023 Oct 11, 2023	BUY	$52.22 - $56.31 $1,618 - $1,745	31 Added 0.39%	8,005 $420,000
Q2 2023 Jul 12, 2023	BUY	$49.75 - $54.44 $30,049 - $32,881	604 Added 8.2%	7,974 $434,000
Q1 2023 Apr 18, 2023	BUY	$46.97 - $51.65 $1,268 - $1,394	27 Added 0.37%	7,370 $371,000
Q4 2022 Jan 25, 2023	BUY	$44.09 - $50.41 $1,410 - $1,613	32 Added 0.44%	7,343 $0
Q3 2022 Oct 17, 2022	BUY	$44.11 - $53.04 $1,323 - $1,591	30 Added 0.41%	7,311 $323,000
Q2 2022 Jul 26, 2022	BUY	$45.19 - $56.15 $1,310 - $1,628	29 Added 0.4%	7,281 $338,000
Q1 2022 Apr 20, 2022	SELL	$51.36 - $58.82 $57,728 - $66,113	-1,124 Reduced 13.42%	7,252 $403,000
Q4 2021 Feb 10, 2022	BUY	$52.99 - $58.74 $1,377 - $1,527	26 Added 0.31%	8,376 $490,000
Q3 2021 Nov 04, 2021	BUY	$52.32 - $55.93 $436,872 - $467,015	8,350 New	8,350 $479,000

Others Institutions Holding SPTM

# of Institutions

630

Shares Held

85M

Call Options Held

949K

Put Options Held

700

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About SPDR PORTFOLIO S&P 1500 COMPOS

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Independent Wealth Network Inc. Spdr Portfolio S&P 1500 Compos Transaction History