Independent Wealth Network Inc. Spdr Portfolio Transaction History

Independent Wealth Network Inc.

$218 Million
Q3 2024

A detailed history of Independent Wealth Network Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Independent Wealth Network Inc. holds 117,210 shares of SPYG stock, worth $10.7 Million. This represents 4.45% of its overall portfolio holdings.

Number of Shares

117,210

Previous 125,166 6.36%

Holding current value

$10.7 Million

Previous $10 Million 3.07%

% of portfolio

4.45%

Previous 4.82%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$73.38 - $84.1 $583,811 - $669,099	-7,956 Reduced 6.36%	117,210 $9.72 Million
Q2 2024 Jul 18, 2024	BUY	$68.71 - $80.95 $420,299 - $495,171	6,117 Added 5.14%	125,166 $10 Million
Q1 2024 May 20, 2024	BUY	$63.12 - $73.73 $3.94 Million - $4.6 Million	62,446 Added 110.32%	119,049 $8.71 Million
Q1 2024 Apr 11, 2024	SELL	$63.12 - $73.73 $4 Million - $4.67 Million	-63,305 Reduced 52.79%	56,603 $4.14 Million
Q4 2023 Jan 12, 2024	BUY	$57.02 - $65.3 $47,725 - $54,656	837 Added 0.7%	119,908 $7.8 Million
Q3 2023 Oct 11, 2023	BUY	$58.97 - $62.89 $576,844 - $615,189	9,782 Added 8.95%	119,071 $7.06 Million
Q2 2023 Jul 12, 2023	BUY	$54.76 - $61.01 $74,911 - $83,461	1,368 Added 1.27%	109,289 $6.67 Million
Q1 2023 Apr 18, 2023	BUY	$49.61 - $55.36 $89,843 - $100,256	1,811 Added 1.71%	107,921 $5.97 Million
Q4 2022 Jan 25, 2023	BUY	$49.14 - $55.07 $239,262 - $268,135	4,869 Added 4.81%	106,110 $0
Q3 2022 Oct 17, 2022	BUY	$50.1 - $61.86 $293,836 - $362,808	5,865 Added 6.15%	101,241 $5.07 Million
Q2 2022 Jul 26, 2022	BUY	$50.47 - $67.39 $170,033 - $227,036	3,369 Added 3.66%	95,376 $4.99 Million
Q1 2022 Apr 20, 2022	SELL	$59.17 - $73.03 $149,877 - $184,984	-2,533 Reduced 2.68%	92,007 $6.09 Million
Q4 2021 Feb 10, 2022	SELL	$63.39 - $73.48 $1.13 Million - $1.31 Million	-17,771 Reduced 15.82%	94,540 $6.85 Million
Q3 2021 Nov 04, 2021	BUY	$63.23 - $68.45 $7.1 Million - $7.69 Million	112,311 New	112,311 $7.94 Million

Others Institutions Holding SPYG

# of Institutions

1,097

Shares Held

279M

Call Options Held

399K

Put Options Held

203K

View Full List

About SPDR PORTFOLIO

Ticker SPYG
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Independent Wealth Network Inc. Spdr Portfolio Transaction History