Private Wealth Group, LLC Spdr Portfolio Intermediate Te Transaction History

Private Wealth Group, LLC

$194 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 12, 2020	SELL	$30.81 - $36.22 $218,689 - $257,089	-7,098 Closed	0 $0
Q4 2019 Jan 21, 2020	BUY	$35.06 - $35.42 $248,855 - $251,411	7,098 New	7,098 $251,000

Others Institutions Holding SPIB

# of Institutions

520

Shares Held

199M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

43.4M
Shares

$1.44 Billion
0.27% of portfolio
Lpl Financial LLC Fort Mill, SC

32.5M
Shares

$1.07 Billion
0.54% of portfolio
Envestnet Asset Management Inc

8.82M
Shares

$292 Million
0.1% of portfolio
Creative Planning Overland Park, KS

6.93M
Shares

$229 Million
0.23% of portfolio
Wells Fargo & Company San Francisco, CA

5.92M
Shares

$196 Million
0.05% of portfolio

About SPDR PORTFOLIO INTERMEDIATE TE

Ticker SPIB
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