Advisory Alpha, LLC Spdr Portfolio Intermediate Te Transaction History

Advisory Alpha, LLC

$2.42 Billion
Q1 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

514

Shares Held

209M

Call Options Held

100

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

30.9M
Shares

$1.01 Billion
0.24% of portfolio
Lpl Financial LLC Fort Mill, SC

29.3M
Shares

$961 Million
0.53% of portfolio
Ge Investment Management Corp. Norwalk, CT

15.8M
Shares

$519 Million
49.05% of portfolio
Charles Schwab Investment Advisory, Inc. San Francisco, CA

12.5M
Shares

$409 Million
0.56% of portfolio
Wells Fargo & Company San Francisco, CA

8.52M
Shares

$279 Million
0.07% of portfolio

About SPDR PORTFOLIO INTERMEDIATE TE

Ticker SPIB
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