Great Point Wealth Advisors, LLC Spdr Portfolio Intermediate Te Transaction History

Great Point Wealth Advisors, LLC

$430 Million
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 11, 2021	SELL	$36.13 - $37.14 $280,802 - $288,652	-7,772 Closed	0 $0
Q4 2020 Jan 29, 2021	SELL	$36.68 - $37.18 $24,062 - $24,390	-656 Reduced 7.78%	7,772 $288,000
Q2 2020 Jul 24, 2020	SELL	$33.74 - $36.53 $979,640 - $1.06 Million	-29,035 Reduced 77.5%	8,428 $307,000
Q1 2020 May 13, 2020	SELL	$30.81 - $36.22 $21.4 Million - $25.1 Million	-694,014 Reduced 94.88%	37,463 $1.27 Million
Q4 2019 Feb 28, 2020	BUY	$35.06 - $35.42 $1.81 Million - $1.82 Million	51,520 Added 7.58%	731,477 $25.8 Million
Q3 2019 Oct 17, 2019	BUY	$34.9 - $35.28 $5.52 Million - $5.58 Million	158,201 Added 30.32%	679,957 $24 Million
Q2 2019 Aug 06, 2019	BUY	N/A	44,632 Added 9.35%	521,756 $18.2 Million
Q1 2019 May 15, 2019	BUY	N/A	59,455 Added 14.23%	477,124 $16.3 Million
Q4 2018 Feb 14, 2019	BUY	N/A	417,669 New	417,669 $13.8 Million

Others Institutions Holding SPIB

# of Institutions

526

Shares Held

197M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

43.4M
Shares

$1.45 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

$295 Million
0.1% of portfolio
Creative Planning Overland Park, KS

7.15M
Shares

$239 Million
0.25% of portfolio
Wells Fargo & Company San Francisco, CA

5.92M
Shares

$198 Million
0.05% of portfolio

About SPDR PORTFOLIO INTERMEDIATE TE

Ticker SPIB
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