Burt Wealth Advisors Spdr Portfolio Intermediate Te Transaction History

Burt Wealth Advisors

$395 Million
Q4 2024

A detailed history of Burt Wealth Advisors transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Burt Wealth Advisors holds 808,271 shares of SPIB stock, worth $26.9 Million. This represents 6.71% of its overall portfolio holdings.

Number of Shares

808,271

Previous 781,888 3.37%

Holding current value

$26.9 Million

Previous $26.4 Million 0.46%

% of portfolio

6.71%

Previous 6.61%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$32.65 - $33.68 $861,404 - $888,579	26,383 Added 3.37%	808,271 $26.5 Million
Q3 2024 Oct 31, 2024	BUY	$32.36 - $33.78 $834,985 - $871,625	25,803 Added 3.41%	781,888 $26.4 Million
Q2 2024 Jul 16, 2024	SELL	$32.02 - $32.68 $665,183 - $678,894	-20,774 Reduced 2.67%	756,085 $24.6 Million
Q1 2024 Apr 18, 2024	BUY	$32.38 - $32.91 $1.49 Million - $1.51 Million	45,990 Added 6.29%	776,859 $25.4 Million
Q4 2023 Feb 01, 2024	BUY	$30.91 - $32.89 $959,353 - $1.02 Million	31,037 Added 4.43%	730,869 $24 Million
Q3 2023 Oct 11, 2023	BUY	$31.4 - $32.25 $618,266 - $635,002	19,690 Added 2.89%	699,832 $22 Million
Q2 2023 Jul 18, 2023	BUY	$31.95 - $32.66 $1.37 Million - $1.4 Million	42,908 Added 6.73%	680,142 $21.8 Million
Q1 2023 Apr 13, 2023	BUY	$31.67 - $32.83 $20.2 Million - $20.9 Million	637,234 New	637,234 $20.7 Million

Others Institutions Holding SPIB

# of Institutions

603

Shares Held

243M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO INTERMEDIATE TE

Ticker SPIB
Sector ETFs
Industry ETFs

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Burt Wealth Advisors Spdr Portfolio Intermediate Te Transaction History