Independent Wealth Network Inc. SPYG Holdings History
Independent Wealth Network Inc.'s SPDR Portfolio S&P 500 Growth ETF Holding Summary
As of 2025-06-30, Independent Wealth Network Inc. held 120,044.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $11.44 Mil. This investment constitutes 4.16% of their stock portfolio, and Independent Wealth Network Inc. now holds 0.03% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.
The initial trade took place in 2021Q3. And since then Independent Wealth Network Inc. has made 11 purchases of SPYG, at an average price of $65.07, for a total of 149,163.00 shares. In addition, there have been 4 sales at an average price of $72.14 for 29,119.00 shares. Based on historical transaction data and SPYG's current price of $97.27, Independent Wealth Network Inc.'s estimated gain on his SPYG holdings is $4.07 Mil, reflecting a 41.94% gain to date.
Independent Wealth Network Inc. SPYG ($97.27) Holding Chart
Independent Wealth Network Inc. SPYG ($97.27) 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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