Sheets Smith Wealth Management Spdr Portfolio Intermediate Te Transaction History

Sheets Smith Wealth Management

$802 Million
Q4 2024

A detailed history of Sheets Smith Wealth Management transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Sheets Smith Wealth Management holds 224,577 shares of SPIB stock, worth $7.38 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares

224,577

Previous 249,085 9.84%

Holding current value

$7.38 Million

Previous $8.4 Million 12.37%

% of portfolio

0.92%

Previous 1.04%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$32.65 - $33.68 $800,186 - $825,429	-24,508 Reduced 9.84%	224,577 $7.36 Million
Q3 2024 Nov 01, 2024	BUY	$32.36 - $33.78 $1.87 Million - $1.96 Million	57,940 Added 30.31%	249,085 $8.4 Million
Q2 2024 Jul 30, 2024	BUY	$32.02 - $32.68 $543,379 - $554,579	16,970 Added 9.74%	191,145 $6.22 Million
Q1 2024 May 08, 2024	BUY	$32.38 - $32.91 $226,595 - $230,304	6,998 Added 4.19%	174,175 $5.69 Million
Q4 2023 Feb 06, 2024	BUY	$30.91 - $32.89 $260,354 - $277,032	8,423 Added 5.31%	167,177 $5.49 Million
Q3 2023 Oct 23, 2023	BUY	$31.4 - $32.25 $569,596 - $585,015	18,140 Added 12.9%	158,754 $4.99 Million
Q2 2023 Aug 09, 2023	BUY	$31.95 - $32.66 $274,322 - $280,418	8,586 Added 6.5%	140,614 $4.52 Million
Q1 2023 May 26, 2023	BUY	$31.67 - $32.83 $4.18 Million - $4.33 Million	131,996 Added 412487.5%	132,028 $4.29 Million
Q1 2023 May 12, 2023	SELL	$31.67 - $32.83 $3.83 Million - $3.98 Million	-121,080 Reduced 99.97%	32 $1,000
Q4 2022 Mar 08, 2023	BUY	$30.74 - $32.36 $1.11 Million - $1.17 Million	36,012 Added 42.32%	121,112 $3.85 Million
Q3 2022 Nov 01, 2022	BUY	$31.11 - $33.37 $199,726 - $214,235	6,420 Added 8.16%	85,100 $2.67 Million
Q2 2022 Jul 27, 2022	SELL	$32.03 - $34.08 $408,030 - $434,145	-12,739 Reduced 13.93%	78,680 $2.57 Million
Q1 2022 May 02, 2022	SELL	$33.91 - $36.04 $10,817 - $11,496	-319 Reduced 0.35%	91,419 $3.12 Million
Q4 2021 Jan 20, 2022	BUY	$35.97 - $36.6 $820,187 - $834,553	22,802 Added 33.08%	91,738 $3.32 Million
Q3 2021 Oct 15, 2021	SELL	$36.52 - $36.95 $68,730 - $69,539	-1,882 Reduced 2.66%	68,936 $2.52 Million
Q2 2021 Aug 03, 2021	SELL	$36.19 - $36.73 $392,516 - $398,373	-10,846 Reduced 13.28%	70,818 $2.6 Million
Q1 2021 Apr 23, 2021	SELL	$36.13 - $37.14 $2.37 Million - $2.44 Million	-65,656 Reduced 44.57%	81,664 $2.96 Million
Q4 2020 Jan 13, 2021	SELL	$36.68 - $37.18 $363,095 - $368,044	-9,899 Reduced 6.3%	147,320 $5.48 Million
Q3 2020 Oct 26, 2020	BUY	$36.54 - $37.05 $218,070 - $221,114	5,968 Added 3.95%	157,219 $5.78 Million
Q2 2020 Jul 17, 2020	SELL	$33.74 - $36.53 $433,322 - $469,154	-12,843 Reduced 7.83%	151,251 $5.53 Million
Q1 2020 Apr 28, 2020	BUY	$30.81 - $36.22 $457,158 - $537,432	14,838 Added 9.94%	164,094 $5.58 Million
Q4 2019 Jan 24, 2020	BUY	$35.06 - $35.42 $700,428 - $707,620	19,978 Added 15.45%	149,256 $5.27 Million
Q3 2019 Oct 28, 2019	BUY	$34.9 - $35.28 $749,966 - $758,131	21,489 Added 19.94%	129,278 $4.56 Million
Q2 2019 Jul 12, 2019	BUY	N/A	16,326 Added 17.85%	107,789 $3.77 Million
Q1 2019 May 13, 2019	BUY	N/A	119 Added 0.13%	91,463 $3.13 Million
Q4 2018 Jan 11, 2019	BUY	N/A	4,153 Added 4.76%	91,344 $3.02 Million
Q3 2018 Oct 15, 2018	BUY	N/A	87,191 New	87,191 $2.9 Million
Q2 2018 Jul 26, 2018	SELL	N/A	-9,417 Closed	0 $0
Q1 2018 Apr 09, 2018	BUY	N/A	2,951 Added 45.64%	9,417 $316,000
Q4 2017 Jan 12, 2018	BUY	N/A	6,466	6,466 $221,000

Others Institutions Holding SPIB

# of Institutions

549

Shares Held

219M

Call Options Held

300

Put Options Held

View Full List

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 Sheets Smith Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Sheets Smith Wealth Management with notifications on news.

Account

Sheets Smith Wealth Management Spdr Portfolio Intermediate Te Transaction History