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

Great Point Wealth Advisors, LLC

$459 Million
Q3 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

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

$1.15 Billion
0.54% of portfolio
Envestnet Asset Management Inc

10.1M
Shares

$332 Million
0.11% of portfolio
Creative Planning Overland Park, KS

6.93M
Shares

$228 Million
0.23% of portfolio
Wells Fargo & Company San Francisco, CA

5.05M
Shares

$166 Million
0.04% of portfolio

About SPDR PORTFOLIO INTERMEDIATE TE

Ticker SPIB
Sector ETFs
Industry ETFs

More about SPIB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Great Point Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Great Point Wealth Advisors, LLC with notifications on news.