Accurate Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History

Accurate Wealth Management, LLC

$486 Million
Q4 2024

A detailed history of Accurate Wealth Management, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 74,280 shares of SPIB stock, worth $2.43 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

74,280

Previous 59,690 24.44%

Holding current value

$2.43 Million

Previous $2.01 Million 20.92%

% of portfolio

0.5%

Previous 0.43%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$32.65 - $33.68 $476,363 - $491,391	14,590 Added 24.44%	74,280 $2.43 Million
Q3 2024 Oct 17, 2024	BUY	$32.36 - $33.78 $529,021 - $552,235	16,348 Added 37.72%	59,690 $2.01 Million
Q2 2024 Jul 17, 2024	BUY	$32.02 - $32.68 $316,037 - $322,551	9,870 Added 29.49%	43,342 $1.41 Million
Q1 2024 Apr 22, 2024	SELL	$32.38 - $32.91 $799,365 - $812,449	-24,687 Reduced 42.45%	33,472 $1.09 Million
Q4 2023 Jan 12, 2024	SELL	$30.91 - $32.89 $151,675 - $161,391	-4,907 Reduced 7.78%	58,159 $1.91 Million
Q3 2023 Oct 23, 2023	BUY	$31.4 - $32.25 $522,433 - $536,575	16,638 Added 35.84%	63,066 $1.98 Million
Q2 2023 Jul 24, 2023	BUY	$31.95 - $32.66 $262,916 - $268,759	8,229 Added 21.54%	46,428 $1.49 Million
Q1 2023 Apr 13, 2023	BUY	$31.67 - $32.83 $328,101 - $340,118	10,360 Added 37.21%	38,199 $1.24 Million
Q4 2022 Jan 11, 2023	BUY	$30.74 - $32.36 $372,876 - $392,526	12,130 Added 77.22%	27,839 $0
Q3 2022 Nov 14, 2022	BUY	$31.11 - $33.37 $488,706 - $524,209	15,709 New	15,709 $489,000

Others Institutions Holding SPIB

# of Institutions

539

Shares Held

215M

Call Options Held

300

Put Options Held

View Full List

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 Accurate Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Accurate Wealth Management, LLC with notifications on news.

Account

Accurate Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History