Sumitomo Mitsui Trust Holdings, Inc. Spdr Portfolio Intermediate Te Transaction History

Sumitomo Mitsui Trust Holdings, Inc.

$142 Billion
Q3 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 26, 2022	SELL	$32.03 - $34.08 $187,823 - $199,845	-5,864 Closed	0 $0
Q1 2022 Apr 27, 2022	BUY	$33.91 - $36.04 $198,848 - $211,338	5,864 New	5,864 $200,000
Q3 2021 Oct 25, 2021	SELL	$36.52 - $36.95 $78 Million - $78.9 Million	-2,135,577 Closed	0 $0
Q2 2021 Aug 02, 2021	BUY	$36.19 - $36.73 $11.6 Million - $11.7 Million	319,400 Added 17.59%	2,135,577 $78.4 Million
Q1 2021 Apr 30, 2021	SELL	$36.13 - $37.14 $4.51 Million - $4.63 Million	-124,757 Reduced 6.43%	1,816,177 $65.8 Million
Q4 2020 Feb 05, 2021	BUY	$36.68 - $37.18 $71.2 Million - $72.2 Million	1,940,934 New	1,940,934 $72.2 Million
Q3 2019 Oct 31, 2019	SELL	$34.9 - $35.28 $331,550 - $335,160	-9,500 Closed	0 $0
Q1 2019 May 08, 2019	SELL	N/A	-1,710 Reduced 15.25%	9,500 $325,000
Q4 2018 Feb 06, 2019	SELL	N/A	-1,100 Reduced 8.94%	11,210 $370,000
Q3 2018 Nov 07, 2018	SELL	N/A	-35,047 Reduced 74.01%	12,310 $410,000
Q2 2018 Aug 01, 2018	SELL	N/A	-70,183 Reduced 59.71%	47,357 $1.58 Million
Q1 2018 May 01, 2018	BUY	N/A	2,500 Added 2.17%	117,540 $3.94 Million
Q4 2017 Feb 06, 2018	BUY	N/A	115,040 New	115,040 $3.94 Million
Q3 2017 Nov 07, 2017	SELL	N/A	-150,950 Closed	0 $0
Q2 2017 Aug 07, 2017	BUY	N/A	150,950	150,950 $5.19 Million

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

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