Independent Wealth Network Inc. SPYV Holdings History
Independent Wealth Network Inc.'s SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-06-30, Independent Wealth Network Inc. held 140,868.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $7.37 Mil. This investment constitutes 2.68% of their stock portfolio, and Independent Wealth Network Inc. now holds 0.03% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2021Q3. And since then Independent Wealth Network Inc. has made 11 purchases of SPYV, at an average price of $41.09, for a total of 151,403.00 shares. In addition, there have been 4 sales at an average price of $44.63 for 10,535.00 shares. Based on historical transaction data and SPYV's current price of $52.87, Independent Wealth Network Inc.'s estimated gain on his SPYV holdings is $1.70 Mil, reflecting a 27.26% gain to date.
Independent Wealth Network Inc. SPYV ($52.87) Holding Chart
Independent Wealth Network Inc. SPYV ($52.87) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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