Sutton Wealth Advisors Inc. Spdr Portfolio Intermediate Te Transaction History

Sutton Wealth Advisors Inc.

$203 Billion
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 07, 2023	SELL	$36.52 - $36.95 $0 - $0	0 Closed	0 $0
Q2 2021 Nov 07, 2023	BUY	$36.19 - $36.73 $0 - $0	0 New	0 $0

Others Institutions Holding SPIB

# of Institutions

522

Shares Held

198M

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

$1.08 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

$230 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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