Advisory Alpha, LLC Spdr Portfolio Intermediate Te Transaction History

Advisory Alpha, LLC

$2.78 Billion
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 23, 2024	BUY	$30.91 - $32.89 $296,148 - $315,119	9,581 New	9,581 $314,000
Q4 2018 Feb 13, 2019	SELL	N/A	0 Closed	0 $0
Q3 2018 Nov 13, 2018	SELL	N/A	-52,137 Closed	0 $0
Q2 2018 Aug 13, 2018	BUY	N/A	52,137 New	52,137 $1.74 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

Ticker SPIB
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