A detailed history of Integrated Wealth Concepts LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 115,303 shares of SPIB stock, worth $3.77 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
115,303
Previous 119,105 3.19%
Holding current value
$3.77 Million
Previous $3.88 Million 0.21%
% of portfolio
0.05%
Previous 0.06%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$32.36 - $33.78 $123,032 - $128,431
-3,802 Reduced 3.19%
115,303 $3.89 Million
Q2 2024

Aug 14, 2024

BUY
$32.02 - $32.68 $196,442 - $200,491
6,135 Added 5.43%
119,105 $3.88 Million
Q1 2024

May 15, 2024

BUY
$32.38 - $32.91 $3.33 Million - $3.39 Million
102,873 Added 1018.85%
112,970 $3.69 Million
Q4 2023

Feb 13, 2024

SELL
$30.91 - $32.89 $38,019 - $40,454
-1,230 Reduced 10.86%
10,097 $331,000
Q3 2023

Nov 15, 2023

BUY
$31.4 - $32.25 $5,620 - $5,772
179 Added 1.61%
11,327 $356,000
Q2 2023

Aug 15, 2023

SELL
$31.95 - $32.66 $28,339 - $28,969
-887 Reduced 7.37%
11,148 $357,000
Q1 2023

May 03, 2023

BUY
$31.67 - $32.83 $101,122 - $104,826
3,193 Added 36.11%
12,035 $391,000
Q4 2022

Feb 13, 2023

SELL
$30.74 - $32.36 $48,538 - $51,096
-1,579 Reduced 15.15%
8,842 $281,000
Q3 2022

Nov 14, 2022

BUY
$31.11 - $33.37 $46,820 - $50,221
1,505 Added 16.88%
10,421 $326,000
Q2 2022

Aug 08, 2022

SELL
$32.03 - $34.08 $84,815 - $90,243
-2,648 Reduced 22.9%
8,916 $291,000
Q1 2022

May 12, 2022

SELL
$33.91 - $36.04 $145,473 - $154,611
-4,290 Reduced 27.06%
11,564 $395,000
Q4 2021

Feb 15, 2022

SELL
$35.97 - $36.6 $68,091 - $69,283
-1,893 Reduced 10.67%
15,854 $573,000
Q3 2021

Nov 15, 2021

BUY
$36.52 - $36.95 $131,545 - $133,093
3,602 Added 25.46%
17,747 $648,000
Q2 2021

Aug 13, 2021

SELL
$36.19 - $36.73 $104,842 - $106,406
-2,897 Reduced 17.0%
14,145 $519,000
Q1 2021

May 13, 2021

SELL
$36.13 - $37.14 $40,321 - $41,448
-1,116 Reduced 6.15%
17,042 $618,000
Q4 2020

Feb 12, 2021

BUY
$36.68 - $37.18 $16,762 - $16,991
457 Added 2.58%
18,158 $675,000
Q3 2020

Nov 13, 2020

BUY
$36.54 - $37.05 $170,568 - $172,949
4,668 Added 35.82%
17,701 $651,000
Q2 2020

Jul 30, 2020

BUY
$33.74 - $36.53 $206,016 - $223,052
6,106 Added 88.15%
13,033 $476,000
Q1 2020

May 18, 2020

BUY
$30.81 - $36.22 $19,471 - $22,891
632 Added 10.04%
6,927 $236,000
Q4 2019

Feb 20, 2020

SELL
$35.06 - $35.42 $14,234 - $14,380
-406 Reduced 6.06%
6,295 $222,000
Q3 2019

Nov 15, 2019

SELL
$34.9 - $35.28 $69,765 - $70,524
-1,999 Reduced 22.98%
6,701 $236,000
Q2 2019

Aug 15, 2019

BUY
N/A
2,839 Added 48.44%
8,700 $311,000
Q1 2019

May 15, 2019

SELL
N/A
-880 Reduced 13.05%
5,861 $200,000
Q4 2018

Feb 14, 2019

BUY
N/A
6,741 New
6,741 $223,000

Others Institutions Holding SPIB

About SPDR PORTFOLIO INTERMEDIATE TE


  • Ticker SPIB
  • Sector ETFs
  • Industry ETFs
More about SPIB
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