Capital Advisory Group Advisory Services, LLC Spdr Portfolio Intermediate Te Transaction History

Capital Advisory Group Advisory Services, LLC

$250 Million
Q3 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 Apr 29, 2022	SELL	$33.91 - $36.04 $1.49 Million - $1.59 Million	-44,054 Reduced 99.97%	12 $0
Q4 2021 Feb 15, 2022	BUY	$35.97 - $36.6 $1.58 Million - $1.61 Million	44,054 Added 367116.66%	44,066 $1.35 Million
Q1 2021 May 14, 2021	BUY	$36.13 - $37.14 $433 - $445	12 New	12 $0
Q2 2020 Aug 14, 2020	SELL	$33.74 - $36.53 $1,619 - $1,753	-48 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$35.06 - $35.42 $1,682 - $1,700	48 New	48 $2,000

Others Institutions Holding SPIB

# of Institutions

536

Shares Held

214M

Call Options Held

300

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

44.6M
Shares

$1.46 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

$332 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

View Full List

About SPDR PORTFOLIO INTERMEDIATE TE

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