Burt Wealth Advisors Spdr Portfolio Intermediate Te Transaction History

Burt Wealth Advisors

  • $402 Million
  • Q1 2025

A detailed history of Burt Wealth Advisors transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Burt Wealth Advisors holds 825,105 shares of SPIB stock, worth $27.1 Million. This represents 6.81% of its overall portfolio holdings.

Number of Shares
825,105
Previous 808,271 2.08%
Holding current value
$27.1 Million
Previous $26.5 Million 3.58%
% of portfolio
6.81%
Previous 6.71%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$32.5 - $33.3 $547,105 - $560,572
16,834 Added 2.08%
825,105 $27.4 Million
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
606
Shares Held
244M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR PORTFOLIO INTERMEDIATE TE

SPIB Quotes by TradingView
  • Ticker SPIB
  • Sector ETFs
  • Industry ETFs
More about SPIB
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