Independent Wealth Network Inc. Spdr S&P 500 ETF Trust Transaction History

Independent Wealth Network Inc.

$234 Million
Q4 2024

A detailed history of Independent Wealth Network Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Independent Wealth Network Inc. holds 2,634 shares of SPY stock, worth $1.59 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares

2,634

Previous 2,653 0.72%

Holding current value

$1.59 Million

Previous $1.52 Million 1.38%

% of portfolio

0.66%

Previous 0.7%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$567.81 - $607.81 $10,788 - $11,548	-19 Reduced 0.72%	2,634 $1.54 Million
Q3 2024 Oct 15, 2024	SELL	$517.38 - $573.86 $586,708 - $650,757	-1,134 Reduced 29.94%	2,653 $1.52 Million
Q2 2024 Jul 18, 2024	BUY	$495.16 - $548.49 $26,738 - $29,618	54 Added 1.45%	3,787 $2.06 Million
Q1 2024 May 20, 2024	BUY	$467.28 - $523.17 $1.74 Million - $1.95 Million	3,733 New	3,733 $1.95 Million
Q4 2023 Jan 12, 2024	BUY	$410.68 - $476.69 $84,600 - $98,198	206 Added 5.51%	3,947 $1.88 Million
Q3 2023 Oct 11, 2023	BUY	$425.88 - $457.79 $308,337 - $331,439	724 Added 24.0%	3,741 $1.6 Million
Q2 2023 Jul 12, 2023	BUY	$404.36 - $443.28 $1.22 Million - $1.34 Million	3,017 New	3,017 $1.34 Million
Q1 2022 Apr 20, 2022	SELL	$416.25 - $477.71 $2.54 Million - $2.92 Million	-6,114 Closed	0 $0
Q4 2021 Feb 10, 2022	BUY	$428.64 - $477.48 $55,294 - $61,594	129 Added 2.16%	6,114 $2.9 Million
Q3 2021 Nov 04, 2021	BUY	$424.97 - $453.19 $2.54 Million - $2.71 Million	5,985 New	5,985 $2.78 Million

Others Institutions Holding SPY

# of Institutions

4,656

Shares Held

579M

Call Options Held

285M

Put Options Held

684M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

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Independent Wealth Network Inc. Spdr S&P 500 ETF Trust Transaction History