Bergan Kdv Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 27, 2023	SELL	$31.67 - $32.83 $7,284 - $7,550	-230 Reduced 98.29%	4 $0
Q4 2022 Jan 31, 2023	BUY	$30.74 - $32.36 $7,193 - $7,572	234 New	234 $7,000
Q2 2022 Jul 13, 2022	SELL	$32.03 - $34.08 $3,843 - $4,089	-120 Closed	0 $0
Q1 2022 May 09, 2022	BUY	$33.91 - $36.04 $3,594 - $3,820	106 Added 757.14%	120 $4,000
Q4 2021 Jan 28, 2022	SELL	$35.97 - $36.6 $2,194 - $2,232	-61 Reduced 81.33%	14 $1,000
Q3 2021 Nov 12, 2021	BUY	$36.52 - $36.95 $2,739 - $2,771	75 New	75 $3,000
Q1 2021 May 11, 2021	SELL	$36.13 - $37.14 $3,179 - $3,268	-88 Closed	0 $0
Q4 2020 Feb 04, 2021	BUY	$36.68 - $37.18 $3,227 - $3,271	88 New	88 $3,000
Q3 2020 Nov 05, 2020	SELL	$36.54 - $37.05 $15,967 - $16,190	-437 Closed	0 $0
Q2 2020 Aug 13, 2020	BUY	$33.74 - $36.53 $14,744 - $15,963	437 New	437 $16,000

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

$1.47 Billion
0.29% of portfolio
Lpl Financial LLC Fort Mill, SC

35M
Shares

$1.16 Billion
0.54% of portfolio
Envestnet Asset Management Inc

10.1M
Shares

$334 Million
0.11% of portfolio
Creative Planning Overland Park, KS

6.93M
Shares

$229 Million
0.23% of portfolio
Wells Fargo & Company San Francisco, CA

5.05M
Shares

$167 Million
0.04% of portfolio

About SPDR PORTFOLIO INTERMEDIATE TE

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