Forum Private Client Group LLC Spdr Portfolio Intermediate Te Transaction History

Forum Private Client Group LLC

$225 Billion
Q4 2024

A detailed history of Forum Private Client Group LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Forum Private Client Group LLC holds 124,309 shares of SPIB stock, worth $4.11 Million. This represents 1.81% of its overall portfolio holdings.

Number of Shares

124,309

Previous 119,099 4.37%

Holding current value

$4.11 Million

Previous $4.01 Billion 1.43%

% of portfolio

1.81%

Previous 1.78%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$32.65 - $33.68 $170,106 - $175,472	5,210 Added 4.37%	124,309 $4.07 Billion
Q3 2024 Nov 12, 2024	BUY	$32.36 - $33.78 $254,187 - $265,341	7,855 Added 7.06%	119,099 $4.01 Billion
Q2 2024 Aug 13, 2024	BUY	$32.02 - $32.68 $294,423 - $300,492	9,195 Added 9.01%	111,244 $3.62 Billion
Q1 2024 May 15, 2024	BUY	$32.38 - $32.91 $332,639 - $338,084	10,273 Added 11.19%	102,049 $3.34 Billion
Q4 2023 Jan 19, 2024	BUY	$30.91 - $32.89 $2.84 Million - $3.02 Million	91,776 New	91,776 $3.01 Billion
Q2 2023 Aug 02, 2023	BUY	$31.95 - $32.66 $247,324 - $252,821	7,741 Added 9.67%	87,787 $2.82 Million
Q1 2023 May 15, 2023	BUY	$31.67 - $32.83 $45,383 - $47,045	1,433 Added 1.82%	80,046 $2.6 Million
Q4 2022 Feb 10, 2023	BUY	$30.74 - $32.36 $259,476 - $273,150	8,441 Added 12.03%	78,613 $2.5 Million
Q3 2022 Nov 10, 2022	BUY	$31.11 - $33.37 $535,994 - $574,931	17,229 Added 32.54%	70,172 $2.2 Million
Q2 2022 Aug 05, 2022	BUY	$32.03 - $34.08 $1.16 Million - $1.23 Million	36,214 Added 216.47%	52,943 $1.73 Million
Q1 2022 Aug 05, 2022	BUY	$33.91 - $36.04 $567,280 - $602,913	16,729 New	16,729 $571,000

Others Institutions Holding SPIB

# of Institutions

595

Shares Held

243M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO INTERMEDIATE TE

Ticker SPIB
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Forum Private Client Group LLC Spdr Portfolio Intermediate Te Transaction History