Cetera Advisors LLC Spdr Portfolio Intermediate Te Transaction History

Cetera Advisors LLC

$0
Q1 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 14, 2024	BUY	$32.38 - $32.91 $3.3 Million - $3.35 Million	101,778 Added 120.86%	185,992 $6.08 Million
Q4 2023 Feb 13, 2024	BUY	$30.91 - $32.89 $259,334 - $275,947	8,390 Added 11.07%	84,214 $2.76 Million
Q3 2023 Nov 14, 2023	BUY	$31.4 - $32.25 $207,899 - $213,527	6,621 Added 9.57%	75,824 $2.38 Million
Q2 2023 Aug 09, 2023	SELL	$31.95 - $32.66 $168,951 - $172,706	-5,288 Reduced 7.1%	69,203 $2.22 Million
Q1 2023 May 15, 2023	BUY	$31.67 - $32.83 $160,440 - $166,316	5,066 Added 7.3%	74,491 $2.42 Million

Q4 2022 Feb 14, 2023	BUY	$31.02 - $32.36 $2.15 Million - $2.25 Million	69,425 New	69,425 $2.21 Million
Q2 2019 Aug 12, 2019	SELL	N/A	-5,026 Closed	0 $0
Q1 2019 May 06, 2019	BUY	N/A	5,026 New	5,026 $171,000

Others Institutions Holding SPIB

# of Institutions

513

Shares Held

208M

Call Options Held

100

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

30.9M
Shares

$1.01 Billion
0.24% of portfolio
Lpl Financial LLC Fort Mill, SC

29.3M
Shares

$958 Million
0.53% of portfolio
Ge Investment Management Corp. Norwalk, CT

15.8M
Shares

$517 Million
49.05% of portfolio
Charles Schwab Investment Advisory, Inc. San Francisco, CA

12.5M
Shares

$408 Million
0.56% of portfolio
Wells Fargo & Company San Francisco, CA

8.52M
Shares

$278 Million
0.07% of portfolio

About SPDR PORTFOLIO INTERMEDIATE TE

Ticker SPIB
Sector ETFs
Industry ETFs

More about SPIB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cetera Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cetera Advisors LLC with notifications on news.