Insight 2811, Inc. Spdr Portfolio Long Term Treas Transaction History

Insight 2811, Inc.

$199 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 21, 2020	SELL	$44.77 - $48.87 $208,314 - $227,392	-4,653 Closed	0 $0
Q1 2020 May 05, 2020	SELL	$39.27 - $49.27 $396,391 - $497,331	-10,094 Reduced 68.45%	4,653 $220,000
Q4 2019 Feb 07, 2020	SELL	$38.76 - $41.87 $5,581 - $6,029	-144 Reduced 0.97%	14,747 $573,000
Q3 2019 Oct 31, 2019	SELL	$39.22 - $41.24 $65,065 - $68,417	-1,659 Reduced 10.02%	14,891 $611,000
Q2 2019 Jul 09, 2019	BUY	N/A	1,251 Added 8.18%	16,550 $638,000
Q1 2019 May 13, 2019	SELL	N/A	-2,046 Reduced 11.8%	15,299 $557,000
Q4 2018 Feb 25, 2019	SELL	N/A	-1,653 Reduced 8.7%	17,345 $608,000
Q3 2018 Nov 02, 2018	SELL	N/A	-19,757 Reduced 50.98%	18,998 $642,000
Q2 2018 Aug 10, 2018	BUY	N/A	520 Added 1.36%	38,755 $1.36 Million
Q1 2018 May 03, 2018	SELL	N/A	-115 Reduced 0.3%	38,235 $1.34 Million
Q4 2017 Feb 12, 2018	BUY	N/A	38,350	38,350 $1.4 Million

Others Institutions Holding SPTL

# of Institutions

463

Shares Held

355M

Call Options Held

264K

Put Options Held

19K

State Street Corp Boston, MA

54.9M
Shares

$1.44 Billion
0.07% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

47.9M
Shares

$1.26 Billion
0.57% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

43.1M
Shares

$1.13 Billion
2.57% of portfolio
Bank Of America Corp Charlotte, NC

16.8M
Shares

$440 Million
0.04% of portfolio
Envestnet Asset Management Inc

14.8M
Shares

$390 Million
0.14% of portfolio

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