Mgo Private Wealth, LLC Spdr Portfolio Intermediate Te Transaction History

Mgo Private Wealth, LLC

$138 Million
Q1 2025

A detailed history of Mgo Private Wealth, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Mgo Private Wealth, LLC holds 36,584 shares of SPIB stock, worth $1.22 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares

36,584

Previous 57,429 36.3%

Holding current value

$1.22 Million

Previous $1.88 Million 35.35%

% of portfolio

0.88%

Previous 1.36%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$32.5 - $33.3 $677,462 - $694,138	-20,845 Reduced 36.3%	36,584 $1.22 Million
Q4 2024 Feb 10, 2025	BUY	$32.65 - $33.68 $120,478 - $124,279	3,690 Added 6.87%	57,429 $1.88 Million
Q3 2024 Nov 08, 2024	BUY	$32.36 - $33.78 $43,718 - $45,636	1,351 Added 2.58%	53,739 $1.81 Million
Q2 2024 Aug 02, 2024	SELL	$32.02 - $32.68 $65,064 - $66,405	-2,032 Reduced 3.73%	52,388 $1.71 Million
Q1 2024 Apr 18, 2024	SELL	$32.38 - $32.91 $306,314 - $311,328	-9,460 Reduced 14.81%	54,420 $1.78 Million
Q4 2023 Feb 05, 2024	SELL	$30.91 - $32.89 $10,509 - $11,182	-340 Reduced 0.53%	63,880 $2.1 Million
Q3 2023 Nov 01, 2023	BUY	$31.4 - $32.25 $235,154 - $241,520	7,489 Added 13.2%	64,220 $2.02 Million
Q2 2023 Jul 13, 2023	SELL	$31.95 - $32.66 $672,355 - $687,297	-21,044 Reduced 27.06%	56,731 $1.82 Million
Q1 2023 Apr 17, 2023	SELL	$31.67 - $32.83 $626,527 - $649,475	-19,783 Reduced 20.28%	77,775 $2.53 Million
Q4 2022 Feb 02, 2023	SELL	$30.74 - $32.36 $778,890 - $819,937	-25,338 Reduced 20.62%	97,558 $3.11 Million
Q3 2022 Nov 14, 2022	BUY	$31.11 - $33.37 $3.82 Million - $4.1 Million	122,896 New	122,896 $3.85 Million

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
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Mgo Private Wealth, LLC Spdr Portfolio Intermediate Te Transaction History