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

Independent Wealth Network Inc.

  • $234 Million
  • Q4 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 8,422 shares of SPTM stock, worth $538,923. This represents 0.26% of its overall portfolio holdings.

Number of Shares
8,422
Previous 8,267 1.87%
Holding current value
$538,923
Previous $579,000 3.8%
% of portfolio
0.26%
Previous 0.27%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$69.3 - $74.3 $10,741 - $11,516
155 Added 1.87%
8,422 $601,000
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
688
Shares Held
93.1M
Call Options Held
9K
Put Options Held
0
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

SPTM Quotes by TradingView
  • Ticker SPTM
  • Sector ETFs
  • Industry ETFs
More about SPTM
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