Insight 2811, Inc. Spdr Portfolio Intermediate Te Transaction History

Insight 2811, Inc.

$199 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 09, 2022	SELL	$32.03 - $34.08 $247,495 - $263,336	-7,727 Closed	0 $0
Q1 2022 May 06, 2022	SELL	$33.91 - $36.04 $4,272 - $4,541	-126 Reduced 1.6%	7,727 $264,000
Q4 2021 Feb 01, 2022	SELL	$35.97 - $36.6 $14,388 - $14,640	-400 Reduced 4.85%	7,853 $284,000
Q3 2021 Nov 04, 2021	SELL	$36.52 - $36.95 $19,939 - $20,174	-546 Reduced 6.21%	8,253 $301,000
Q2 2021 Aug 04, 2021	BUY	$36.19 - $36.73 $318,435 - $323,187	8,799 New	8,799 $323,000
Q1 2020 May 05, 2020	SELL	$30.81 - $36.22 $191,730 - $225,397	-6,223 Closed	0 $0
Q4 2019 Feb 07, 2020	BUY	$35.06 - $35.42 $218,178 - $220,418	6,223 New	6,223 $220,000

Others Institutions Holding SPIB

# of Institutions

536

Shares Held

214M

Call Options Held

300

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

44.6M
Shares

$1.46 Billion
0.29% of portfolio
Lpl Financial LLC Fort Mill, SC

35M
Shares

$1.14 Billion
0.54% of portfolio
Envestnet Asset Management Inc

10.1M
Shares

$331 Million
0.11% of portfolio
Creative Planning Overland Park, KS

6.93M
Shares

$227 Million
0.23% of portfolio
Wells Fargo & Company San Francisco, CA

5.05M
Shares

$165 Million
0.04% of portfolio

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 Insight 2811, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Insight 2811, Inc. with notifications on news.