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

Cary Street Partners Investment Advisory LLC

$2.63 Billion
Q3 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

536

Shares Held

214M

Call Options Held

300

Put Options Held

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

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About SPDR PORTFOLIO INTERMEDIATE TE

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