Bedel Financial Consulting, Inc. Spdr Portfolio Intermediate Te Transaction History

Bedel Financial Consulting, Inc.

$645 Million
Q1 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 12, 2021	SELL	N/A	-9 Closed	0 $0
Q2 2020 Jul 14, 2020	BUY	N/A	9 New	9 $0
Q3 2018 Nov 01, 2018	SELL	N/A	-908 Closed	0 $0
Q2 2018 Jul 18, 2018	BUY	N/A	908 New	908 $30,000

Others Institutions Holding SPIB

# of Institutions

517

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

$518 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

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