Ballast Advisors LLC Spdr Portfolio Intermediate Te Transaction History

Ballast Advisors LLC

$322 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 01, 2024	BUY	$32.38 - $32.91 $9,908 - $10,070	306 Added 170.0%	486 $15,000
Q4 2023 Jan 30, 2024	BUY	$30.91 - $32.89 $5,563 - $5,920	180 New	180 $5,000

Others Institutions Holding SPIB

# of Institutions

533

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

$1.15 Billion
0.54% of portfolio
Envestnet Asset Management Inc

10.1M
Shares

$333 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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