Cfs Investment Advisory Services, LLC Spdr Portfolio Intermediate Te Transaction History

Cfs Investment Advisory Services, LLC

$595 Million
Q1 2024

A detailed history of Cfs Investment Advisory Services, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 63,652 shares of SPIB stock, worth $2.07 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

63,652

Previous 135,028 52.86%

Holding current value

$2.07 Million

Previous $4.43 Million 53.06%

% of portfolio

0.35%

Previous 0.8%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$32.38 - $32.91 $2.31 Million - $2.35 Million	-71,376 Reduced 52.86%	63,652 $2.08 Million
Q4 2023 Feb 13, 2024	BUY	$30.91 - $32.89 $1.6 Million - $1.7 Million	51,809 Added 62.26%	135,028 $4.43 Million
Q3 2023 Nov 14, 2023	SELL	$31.4 - $32.25 $1.57 Million - $1.61 Million	-49,874 Reduced 37.47%	83,219 $2.62 Million
Q2 2023 Jul 21, 2023	SELL	$31.95 - $32.66 $8,051 - $8,230	-252 Reduced 0.19%	133,093 $4.27 Million
Q1 2023 May 05, 2023	BUY	$31.67 - $32.83 $2.17 Million - $2.25 Million	68,515 Added 105.68%	133,345 $4.33 Million

Q4 2022 Feb 13, 2023	BUY	$31.02 - $32.36 $39,643 - $41,356	1,278 Added 2.01%	64,830 $2.06 Million
Q3 2022 Nov 02, 2022	SELL	N/A	-1,926,897 Reduced 96.81%	63,552 $1.99 Million
Q3 2022 Oct 31, 2022	BUY	N/A	1,930,587 Added 3225.06%	1,990,449 $64,000
Q2 2022 Aug 16, 2022	SELL	N/A	-1,968,040 Reduced 97.05%	59,862 $1.95 Million
Q1 2022 May 27, 2022	BUY	N/A	1,969,092 Added 3348.23%	2,027,902 $72,000
Q4 2021 Feb 14, 2022	BUY	N/A	11,721 Added 24.89%	58,810 $2.09 Million
Q3 2021 Nov 19, 2021	BUY	N/A	47,089 New	47,089 $1.72 Million
Q2 2021 Jul 21, 2021	SELL	N/A	-291,253 Closed	0 $0
Q4 2020 Feb 11, 2021	BUY	N/A	291,253 New	291,253 $10.8 Million

Others Institutions Holding SPIB

# of Institutions

510

Shares Held

208M

Call Options Held

100

Put Options Held

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About SPDR PORTFOLIO INTERMEDIATE TE

Ticker SPIB
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Cfs Investment Advisory Services, LLC Spdr Portfolio Intermediate Te Transaction History