Arete Wealth Advisors, LLC Spdr Portfolio Intermediate Te Transaction History

Arete Wealth Advisors, LLC

$1.39 Billion
Q4 2024

A detailed history of Arete Wealth Advisors, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 25,874 shares of SPIB stock, worth $861,604. This represents 0.06% of its overall portfolio holdings.

Number of Shares

25,874

Previous 32,501 20.39%

Holding current value

$861,604

Previous $1.1 Million 22.56%

% of portfolio

0.06%

Previous 0.09%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$32.65 - $33.68 $216,371 - $223,197	-6,627 Reduced 20.39%	25,874 $848,000
Q3 2024 Nov 14, 2024	SELL	$32.36 - $33.78 $753,437 - $786,499	-23,283 Reduced 41.74%	32,501 $1.1 Million
Q2 2024 Aug 13, 2024	SELL	$32.02 - $32.68 $206,817 - $211,080	-6,459 Reduced 10.38%	55,784 $1.82 Million
Q1 2024 May 15, 2024	SELL	$32.38 - $32.91 $299,579 - $304,483	-9,252 Reduced 12.94%	62,243 $2.03 Million
Q4 2023 Feb 14, 2024	BUY	$30.91 - $32.89 $955,520 - $1.02 Million	30,913 Added 76.17%	71,495 $2.35 Million
Q3 2023 Oct 30, 2023	SELL	$31.4 - $32.25 $2.01 Million - $2.06 Million	-63,987 Reduced 61.19%	40,582 $1.28 Million
Q2 2023 Aug 09, 2023	SELL	$31.95 - $32.66 $1.23 Million - $1.25 Million	-38,373 Reduced 26.85%	104,569 $3.36 Million
Q1 2023 May 01, 2023	BUY	$31.67 - $32.83 $377,221 - $391,038	11,911 Added 9.09%	142,942 $4.64 Million
Q4 2022 Feb 06, 2023	BUY	$30.74 - $32.36 $1.6 Million - $1.68 Million	52,046 Added 65.89%	131,031 $4.17 Million
Q3 2022 Nov 07, 2022	BUY	$31.11 - $33.37 $2.46 Million - $2.64 Million	78,985 New	78,985 $2.47 Million
Q2 2022 Aug 15, 2022	SELL	$32.03 - $34.08 $2.12 Million - $2.25 Million	-66,052 Closed	0 $0
Q1 2022 May 06, 2022	BUY	$33.91 - $36.04 $132,316 - $140,628	3,902 Added 6.28%	66,052 $2.26 Million
Q4 2021 Feb 07, 2022	SELL	$35.97 - $36.6 $92,730 - $94,354	-2,578 Reduced 3.98%	62,150 $2.25 Million
Q3 2021 Nov 15, 2021	SELL	$36.52 - $36.95 $5,952 - $6,022	-163 Reduced 0.25%	64,728 $2.36 Million
Q2 2021 Aug 09, 2021	BUY	$36.19 - $36.73 $513,680 - $521,345	14,194 Added 28.0%	64,891 $155,000
Q1 2021 May 10, 2021	BUY	$36.13 - $37.14 $56,724 - $58,309	1,570 Added 3.2%	50,697 $1.84 Million
Q4 2020 Feb 08, 2021	BUY	$36.68 - $37.18 $463,598 - $469,918	12,639 Added 34.64%	49,127 $1.83 Million
Q3 2020 Nov 09, 2020	BUY	$36.54 - $37.05 $283,586 - $287,545	7,761 Added 27.02%	36,488 $1.34 Million
Q2 2020 Aug 11, 2020	BUY	$33.74 - $36.53 $944 - $1,022	28 Added 0.1%	28,727 $1.05 Million
Q1 2020 May 14, 2020	BUY	$30.81 - $36.22 $152,571 - $179,361	4,952 Added 20.85%	28,699 $976,000
Q4 2019 Feb 14, 2020	SELL	$35.06 - $35.42 $181,715 - $183,581	-5,183 Reduced 17.92%	23,747 $839,000
Q3 2019 Nov 13, 2019	SELL	$34.9 - $35.28 $292,601 - $295,787	-8,384 Reduced 22.47%	28,930 $1.02 Million
Q2 2019 Aug 14, 2019	BUY	N/A	350 Added 0.95%	37,314 $1.3 Million
Q1 2019 May 15, 2019	BUY	N/A	6 Added 0.02%	36,964 $1.26 Million
Q4 2018 Feb 14, 2019	BUY	N/A	7,089 Added 23.73%	36,958 $1.22 Million
Q3 2018 Nov 14, 2018	BUY	N/A	1,290 Added 4.51%	29,869 $995,000
Q2 2018 Aug 14, 2018	BUY	N/A	3,658 Added 14.68%	28,579 $951,000
Q1 2018 May 15, 2018	BUY	N/A	4,459 Added 21.79%	24,921 $836,000
Q4 2017 Feb 14, 2018	BUY	N/A	2,671 Added 15.01%	20,462 $700,000
Q3 2017 Nov 15, 2017	BUY	N/A	17,791	17,791 $614,000

Others Institutions Holding SPIB

# of Institutions

599

Shares Held

243M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO INTERMEDIATE TE

Ticker SPIB
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Arete Wealth Advisors, LLC Spdr Portfolio Intermediate Te Transaction History