Advisor Os, LLC Spdr Portfolio Intermediate Te Transaction History

Advisor Os, LLC

$968 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 11, 2022	SELL	$33.91 - $36.04 $1.34 Million - $1.43 Million	-39,594 Closed	0 $0
Q4 2021 Feb 04, 2022	BUY	$35.97 - $36.6 $49,926 - $50,800	1,388 Added 3.63%	39,594 $1.43 Million
Q3 2021 Nov 15, 2021	BUY	$36.52 - $36.95 $24,614 - $24,904	674 Added 1.8%	38,206 $1.4 Million
Q2 2021 Aug 10, 2021	BUY	$36.19 - $36.73 $249,638 - $253,363	6,898 Added 22.52%	37,532 $1.38 Million
Q1 2021 May 13, 2021	BUY	$36.13 - $37.14 $1.11 Million - $1.14 Million	30,634 New	30,634 $1.11 Million
Q3 2020 Nov 12, 2020	SELL	$36.54 - $37.05 $1.03 Million - $1.05 Million	-28,280 Closed	0 $0
Q2 2020 Aug 28, 2020	BUY	$33.74 - $36.53 $954,167 - $1.03 Million	28,280 New	28,280 $1.03 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

$1.47 Billion
0.29% of portfolio
Lpl Financial LLC Fort Mill, SC

35M
Shares

$1.16 Billion
0.54% of portfolio
Envestnet Asset Management Inc

10.1M
Shares

$334 Million
0.11% of portfolio
Creative Planning Overland Park, KS

6.93M
Shares

$229 Million
0.23% of portfolio
Wells Fargo & Company San Francisco, CA

5.05M
Shares

$167 Million
0.04% of portfolio

About SPDR PORTFOLIO INTERMEDIATE TE

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