Accurate Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History

Accurate Wealth Management, LLC

  • $482 Million
  • Q1 2025

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 79,049 shares of SPIB stock, worth $2.63 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
79,049
Previous 74,280 6.42%
Holding current value
$2.63 Million
Previous $2.43 Million 7.93%
% of portfolio
0.54%
Previous 0.5%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
BUY
$32.5 - $33.3 $154,992 - $158,807
4,769 Added 6.42%
79,049 $2.63 Million
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
624
Shares Held
248M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR PORTFOLIO INTERMEDIATE TE

SPIB Quotes by TradingView
  • Ticker SPIB
  • Sector ETFs
  • Industry ETFs
More about SPIB
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