Burt Wealth Advisors Spdr Portfolio Intermediate Te Transaction History

Burt Wealth Advisors

$395 Million
Q4 2024

A detailed history of Burt Wealth Advisors transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Burt Wealth Advisors holds 808,271 shares of SPIB stock, worth $26.7 Million. This represents 6.71% of its overall portfolio holdings.

Number of Shares

808,271

Previous 781,888 3.37%

Holding current value

$26.7 Million

Previous $26.4 Million 0.46%

% of portfolio

6.71%

Previous 6.61%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$32.65 - $33.68 $861,404 - $888,579	26,383 Added 3.37%	808,271 $26.5 Million
Q3 2024 Oct 31, 2024	BUY	$32.36 - $33.78 $834,985 - $871,625	25,803 Added 3.41%	781,888 $26.4 Million
Q2 2024 Jul 16, 2024	SELL	$32.02 - $32.68 $665,183 - $678,894	-20,774 Reduced 2.67%	756,085 $24.6 Million
Q1 2024 Apr 18, 2024	BUY	$32.38 - $32.91 $1.49 Million - $1.51 Million	45,990 Added 6.29%	776,859 $25.4 Million
Q4 2023 Feb 01, 2024	BUY	$30.91 - $32.89 $959,353 - $1.02 Million	31,037 Added 4.43%	730,869 $24 Million
Q3 2023 Oct 11, 2023	BUY	$31.4 - $32.25 $618,266 - $635,002	19,690 Added 2.89%	699,832 $22 Million
Q2 2023 Jul 18, 2023	BUY	$31.95 - $32.66 $1.37 Million - $1.4 Million	42,908 Added 6.73%	680,142 $21.8 Million
Q1 2023 Apr 13, 2023	BUY	$31.67 - $32.83 $20.2 Million - $20.9 Million	637,234 New	637,234 $20.7 Million

Others Institutions Holding SPIB

# of Institutions

600

Shares Held

243M

Call Options Held

Put Options Held

View Full List

About SPDR PORTFOLIO INTERMEDIATE TE

Ticker SPIB
Sector ETFs
Industry ETFs

More about SPIB

Track This Portfolio

Portfolio Update

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

News

Stay updated on Burt Wealth Advisors with notifications on news.

Account

Burt Wealth Advisors Spdr Portfolio Intermediate Te Transaction History