Wealth Advisory Solutions, LLC Spdr Portfolio Intermediate Te Transaction History

Wealth Advisory Solutions, LLC

  • $357 Million
  • Q4 2024

A detailed history of Wealth Advisory Solutions, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Wealth Advisory Solutions, LLC holds 121,629 shares of SPIB stock, worth $4 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares
121,629
Previous 113,862 6.82%
Holding current value
$4 Million
Previous $3.84 Million 3.8%
% of portfolio
1.12%
Previous 1.06%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$32.65 - $33.68 $253,592 - $261,592
7,767 Added 6.82%
121,629 $3.98 Million
Q3 2024

Oct 21, 2024
BUY
$32.36 - $33.78 $84,686 - $88,402
2,617 Added 2.35%
113,862 $3.84 Million
Q2 2024

Jul 26, 2024
BUY
$32.02 - $32.68 $60,709 - $61,961
1,896 Added 1.73%
111,245 $3.62 Million
Q1 2024

Apr 23, 2024
BUY
$32.38 - $32.91 $3.54 Million - $3.6 Million
109,349 New
109,349 $3.57 Million
Q3 2023

Feb 07, 2024
SELL
$31.4 - $32.25 $35,858 - $36,829
-1,142 Reduced 1.03%
110,187 $3.47 Million
Q2 2023

Aug 07, 2023
SELL
$31.95 - $32.66 $16,773 - $17,146
-525 Reduced 0.47%
111,329 $3.57 Million
Q1 2023

May 15, 2023
BUY
$31.67 - $32.83 $132,538 - $137,393
4,185 Added 3.89%
111,854 $3.63 Million
Q4 2022

Feb 10, 2023
SELL
$30.74 - $32.36 $38,332 - $40,352
-1,247 Reduced 1.14%
107,669 $3.43 Million
Q3 2022

Nov 16, 2022
BUY
$31.11 - $33.37 $3.39 Million - $3.63 Million
108,916 New
108,916 $3.41 Million
Q2 2020

Dec 23, 2020
SELL
$33.74 - $36.53 $754,392 - $816,774
-22,359 Closed
0 $0
Q1 2020

Dec 18, 2020
SELL
$30.81 - $36.22 $447,330 - $525,878
-14,519 Reduced 39.37%
22,359 $760,000
Q4 2019

Jan 27, 2021
BUY
$35.06 - $35.42 $1.29 Million - $1.31 Million
36,878 New
36,878 $1.3 Million

Others Institutions Holding SPIB

# of Institutions
606
Shares Held
244M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR PORTFOLIO INTERMEDIATE TE

SPIB Quotes by TradingView
  • Ticker SPIB
  • Sector ETFs
  • Industry ETFs
More about SPIB
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