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

Independent Wealth Network Inc.

$208 Million
Q2 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 126,851 shares of SPYV stock, worth $6.68 Million. This represents 2.97% of its overall portfolio holdings.

Number of Shares

126,851

Previous 130,159 2.54%

Holding current value

$6.68 Million

Previous $6.52 Million 5.18%

% of portfolio

2.97%

Previous 3.18%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

939

Shares Held

378M

Call Options Held

307K

Put Options Held

3.5K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
Sector ETFs
Industry ETFs

More about SPYV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Independent Wealth Network Inc., based on Form 13F filings with the SEC.

News

Stay updated on Independent Wealth Network Inc. with notifications on news.

Account

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