Dynamic Wealth Strategies, LLC Spdr Portfolio Intermediate Te Transaction History

Dynamic Wealth Strategies, LLC

$119 Million
Q1 2025

A detailed history of Dynamic Wealth Strategies, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 83,859 shares of SPIB stock, worth $2.79 Million. This represents 2.33% of its overall portfolio holdings.

Number of Shares

83,859

Previous 84,161 0.36%

Holding current value

$2.79 Million

Previous $2.76 Million 1.09%

% of portfolio

2.33%

Previous 2.46%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$32.5 - $33.3 $9,815 - $10,056	-302 Reduced 0.36%	83,859 $2.79 Million
Q4 2024 Feb 13, 2025	BUY	$32.65 - $33.68 $100,006 - $103,161	3,063 Added 3.78%	84,161 $2.76 Million
Q3 2024 Nov 13, 2024	BUY	$32.36 - $33.78 $24,367 - $25,436	753 Added 0.94%	81,098 $2.73 Million
Q2 2024 Aug 15, 2024	BUY	$32.02 - $32.68 $720,738 - $735,594	22,509 Added 38.92%	80,345 $2.62 Million
Q1 2024 May 15, 2024	BUY	$32.38 - $32.91 $162,612 - $165,274	5,022 Added 9.51%	57,836 $1.89 Million
Q4 2023 Feb 13, 2024	BUY	$30.91 - $32.89 $1.63 Million - $1.74 Million	52,814 New	52,814 $1.73 Billion

Others Institutions Holding SPIB

# of Institutions

624

Shares Held

248M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO INTERMEDIATE TE

Ticker SPIB
Sector ETFs
Industry ETFs

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Dynamic Wealth Strategies, LLC Spdr Portfolio Intermediate Te Transaction History