Wescott Financial Advisory Group, LLC Spdr Portfolio Intermediate Te Transaction History

Wescott Financial Advisory Group, LLC

  • $822 Million
  • Q3 2024

A detailed history of Wescott Financial Advisory Group, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 6,125 shares of SPIB stock, worth $201,206. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,125
Holding current value
$201,206
% of portfolio
0.03%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$32.36 - $33.78 $198,205 - $206,902
6,125 New
6,125 $206,000
Q1 2024

May 13, 2024
BUY
$32.38 - $32.91 $32 - $32
1 Added 0.02%
6,121 $200,000
Q4 2023

Feb 13, 2024
BUY
$30.91 - $32.89 $189,169 - $201,286
6,120 New
6,120 $200,000
Q2 2023

Aug 11, 2023
SELL
$31.95 - $32.66 $4,600 - $4,703
-144 Reduced 2.23%
6,311 $202,000
Q1 2023

May 10, 2023
SELL
$31.67 - $32.83 $315,813 - $327,380
-9,972 Reduced 60.7%
6,455 $209,000
Q4 2022

Feb 06, 2023
SELL
$30.74 - $32.36 $154,130 - $162,253
-5,014 Reduced 23.39%
16,427 $522,000
Q3 2022

Nov 14, 2022
SELL
$31.11 - $33.37 $670,016 - $718,689
-21,537 Reduced 50.11%
21,441 $672,000
Q2 2022

Jul 28, 2022
SELL
$32.03 - $34.08 $390,541 - $415,537
-12,193 Reduced 22.1%
42,978 $1.4 Million
Q1 2022

May 16, 2022
BUY
$33.91 - $36.04 $1.87 Million - $1.99 Million
55,171 New
55,171 $1.88 Million

Others Institutions Holding SPIB

# of Institutions
549
Shares Held
219M
Call Options Held
300
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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