Cary Street Partners Investment Advisory LLC Spdr Portfolio Intermediate Te Transaction History

Cary Street Partners Investment Advisory LLC

$2.42 Billion
Q2 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	BUY	$30.74 - $32.36 $19,950 - $21,001	649 New	649 $20,000
Q4 2020 Feb 12, 2021	SELL	$36.68 - $37.18 $35,726 - $36,213	-974 Closed	0 $0
Q3 2020 Nov 12, 2020	BUY	$36.54 - $37.05 $35,589 - $36,086	974 New	974 $36,000

Others Institutions Holding SPIB

# of Institutions

526

Shares Held

197M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

43.4M
Shares

$1.45 Billion
0.27% of portfolio
Lpl Financial LLC Fort Mill, SC

32.5M
Shares

$1.08 Billion
0.54% of portfolio
Envestnet Asset Management Inc

8.82M
Shares

$295 Million
0.1% of portfolio
Creative Planning Overland Park, KS

7.15M
Shares

$239 Million
0.25% of portfolio
Wells Fargo & Company San Francisco, CA

5.92M
Shares

$198 Million
0.05% of portfolio

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About SPDR PORTFOLIO INTERMEDIATE TE

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