Independent Wealth Network Inc. Spdr Portfolio S&P 500 Value E Transaction History

Independent Wealth Network Inc.

$218 Million
Q3 2024

A detailed history of Independent Wealth Network Inc. transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Independent Wealth Network Inc. holds 129,832 shares of SPYV stock, worth $6.71 Million. This represents 3.14% of its overall portfolio holdings.

Number of Shares

129,832

Previous 126,851 2.35%

Holding current value

$6.71 Million

Previous $6.18 Million 11.0%

% of portfolio

3.14%

Previous 2.97%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$48.51 - $52.86 $144,608 - $157,575	2,981 Added 2.35%	129,832 $6.86 Million
Q2 2024 Jul 18, 2024	SELL	$47.37 - $50.09 $156,699 - $165,697	-3,308 Reduced 2.54%	126,851 $6.18 Million
Q1 2024 May 20, 2024	BUY	$45.88 - $50.1 $2.15 Million - $2.35 Million	46,891 Added 56.31%	130,159 $6.52 Million
Q1 2024 Apr 11, 2024	SELL	$45.88 - $50.1 $2.26 Million - $2.47 Million	-49,236 Reduced 37.16%	83,268 $4.17 Million
Q4 2023 Jan 12, 2024	BUY	$39.63 - $46.73 $107,238 - $126,451	2,706 Added 2.08%	132,504 $6.18 Million
Q3 2023 Oct 11, 2023	BUY	$41.15 - $44.69 $326,895 - $355,017	7,944 Added 6.52%	129,798 $5.36 Million
Q2 2023 Jul 12, 2023	SELL	$40.17 - $43.27 $100,826 - $108,607	-2,510 Reduced 2.02%	121,854 $5.26 Million
Q1 2023 Apr 18, 2023	BUY	$38.68 - $42.77 $24,329 - $26,902	629 Added 0.51%	124,364 $5.06 Million
Q4 2022 Jan 25, 2023	BUY	$34.79 - $40.71 $35,624 - $41,687	1,024 Added 0.83%	123,735 $0
Q3 2022 Oct 17, 2022	BUY	$34.49 - $40.43 $127,957 - $149,995	3,710 Added 3.12%	122,711 $4.23 Million
Q2 2022 Jul 26, 2022	SELL	$35.93 - $42.52 $85,225 - $100,857	-2,372 Reduced 1.95%	119,001 $4.38 Million
Q1 2022 Apr 20, 2022	BUY	$39.54 - $42.64 $151,280 - $163,140	3,826 Added 3.25%	121,373 $5.07 Million
Q4 2021 Feb 10, 2022	BUY	$39.14 - $42.04 $70,412 - $75,629	1,799 Added 1.55%	117,547 $4.94 Million
Q3 2021 Nov 04, 2021	BUY	$38.51 - $40.73 $4.46 Million - $4.71 Million	115,748 New	115,748 $4.79 Million

Others Institutions Holding SPYV

# of Institutions

1,012

Shares Held

407M

Call Options Held

356K

Put Options Held

41.6K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
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Independent Wealth Network Inc. Spdr Portfolio S&P 500 Value E Transaction History