Arete Wealth Advisors, LLC Spdr Portfolio Intermediate Te Transaction History

Arete Wealth Advisors, LLC

  • $1.06 Billion
  • Q1 2024

A detailed history of Arete Wealth Advisors, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 62,243 shares of SPIB stock, worth $2.03 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
62,243
Previous 71,495 12.94%
Holding current value
$2.03 Million
Previous $2.35 Million 13.34%
% of portfolio
0.19%
Previous 0.18%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$32.38 - $32.91 $299,579 - $304,483
-9,252 Reduced 12.94%
62,243 $2.03 Million
Q4 2023

Feb 14, 2024
BUY
$30.91 - $32.89 $955,520 - $1.02 Million
30,913 Added 76.17%
71,495 $2.35 Million
Q3 2023

Oct 30, 2023
SELL
$31.4 - $32.25 $2.01 Million - $2.06 Million
-63,987 Reduced 61.19%
40,582 $1.28 Million
Q2 2023

Aug 09, 2023
SELL
$31.95 - $32.66 $1.23 Million - $1.25 Million
-38,373 Reduced 26.85%
104,569 $3.36 Million
Q1 2023

May 01, 2023
BUY
$31.67 - $32.83 $377,221 - $391,038
11,911 Added 9.09%
142,942 $4.64 Million
Q4 2022

Feb 06, 2023
BUY
$31.02 - $32.36 $1.61 Million - $1.68 Million
52,046 Added 65.89%
131,031 $4.17 Million
Q3 2022

Nov 07, 2022
BUY
N/A
78,985 New
78,985 $2.47 Million
Q2 2022

Aug 15, 2022
SELL
N/A
-66,052 Closed
0 $0
Q1 2022

May 06, 2022
BUY
N/A
3,902 Added 6.28%
66,052 $2.26 Million
Q4 2021

Feb 07, 2022
SELL
N/A
-2,578 Reduced 3.98%
62,150 $2.25 Million
Q3 2021

Nov 15, 2021
SELL
N/A
-163 Reduced 0.25%
64,728 $2.36 Million
Q2 2021

Aug 09, 2021
BUY
N/A
14,194 Added 28.0%
64,891 $155,000
Q1 2021

May 10, 2021
BUY
N/A
1,570 Added 3.2%
50,697 $1.84 Million
Q4 2020

Feb 08, 2021
BUY
N/A
12,639 Added 34.64%
49,127 $1.83 Million
Q3 2020

Nov 09, 2020
BUY
N/A
7,761 Added 27.02%
36,488 $1.34 Million
Q2 2020

Aug 11, 2020
BUY
N/A
28 Added 0.1%
28,727 $1.05 Million
Q1 2020

May 14, 2020
BUY
N/A
4,952 Added 20.85%
28,699 $976,000
Q4 2019

Feb 14, 2020
SELL
N/A
-5,183 Reduced 17.92%
23,747 $839,000
Q3 2019

Nov 13, 2019
SELL
N/A
-8,384 Reduced 22.47%
28,930 $1.02 Million
Q2 2019

Aug 14, 2019
BUY
N/A
350 Added 0.95%
37,314 $1.3 Million
Q1 2019

May 15, 2019
BUY
N/A
6 Added 0.02%
36,964 $1.26 Million
Q4 2018

Feb 14, 2019
BUY
N/A
7,089 Added 23.73%
36,958 $1.22 Million
Q3 2018

Nov 14, 2018
BUY
N/A
1,290 Added 4.51%
29,869 $995,000
Q2 2018

Aug 14, 2018
BUY
N/A
3,658 Added 14.68%
28,579 $951,000
Q1 2018

May 15, 2018
BUY
N/A
4,459 Added 21.79%
24,921 $836,000
Q4 2017

Feb 14, 2018
BUY
N/A
2,671 Added 15.01%
20,462 $700,000
Q3 2017

Nov 15, 2017
BUY
N/A
17,791
17,791 $614,000

Others Institutions Holding SPIB

# of Institutions
513
Shares Held
208M
Call Options Held
100
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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