Aveo Capital Partners, LLC Spdr Portfolio Intermediate Te Transaction History

Aveo Capital Partners, LLC

$910 Million
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 13, 2022	SELL	$33.91 - $36.04 $1.15 Million - $1.22 Million	-33,969 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$35.97 - $36.6 $55,609 - $56,583	1,546 Added 4.77%	33,969 $1.23 Million
Q3 2021 Nov 12, 2021	SELL	$36.52 - $36.95 $3.72 Million - $3.76 Million	-101,754 Reduced 75.84%	32,423 $1.18 Million
Q2 2021 Aug 13, 2021	BUY	$36.19 - $36.73 $3.94 Million - $4 Million	108,817 Added 429.09%	134,177 $4.92 Million
Q1 2021 May 11, 2021	BUY	$36.13 - $37.14 $916,256 - $941,870	25,360 New	25,360 $919,000
Q4 2020 Feb 10, 2021	SELL	$36.68 - $37.18 $669,483 - $678,609	-18,252 Closed	0 $0
Q3 2020 Nov 13, 2020	BUY	$36.54 - $37.05 $666,928 - $676,236	18,252 New	18,252 $671,000
Q4 2019 Feb 06, 2020	SELL	$35.06 - $35.42 $3.18 Million - $3.22 Million	-90,841 Closed	0 $0
Q3 2019 Nov 07, 2019	BUY	$34.9 - $35.28 $402,292 - $406,672	11,527 Added 14.53%	90,841 $3.2 Million
Q2 2019 Aug 06, 2019	BUY	N/A	79,314 New	79,314 $2.77 Million
Q1 2019 May 07, 2019	SELL	N/A	-76,959 Closed	0 $0
Q4 2018 Feb 11, 2019	BUY	N/A	76,959 New	76,959 $2.54 Million
Q3 2018 Nov 09, 2018	SELL	N/A	-64,031 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	N/A	64,031 New	64,031 $2.13 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

$1.46 Billion
0.29% of portfolio
Lpl Financial LLC Fort Mill, SC

35M
Shares

$1.15 Billion
0.54% of portfolio
Envestnet Asset Management Inc

10.1M
Shares

$332 Million
0.11% of portfolio
Creative Planning Overland Park, KS

6.93M
Shares

$228 Million
0.23% of portfolio
Wells Fargo & Company San Francisco, CA

5.05M
Shares

$166 Million
0.04% of portfolio

About SPDR PORTFOLIO INTERMEDIATE TE

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