Cliftonlarsonallen Wealth Advisors, LLC Spdr Portfolio Intermediate Te Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$5.16 Billion
Q4 2024

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 3,857,244 shares of SPIB stock, worth $127 Million. This represents 2.45% of its overall portfolio holdings.

Number of Shares

3,857,244

Previous 3,628,885 6.29%

Holding current value

$127 Million

Previous $122 Million 3.3%

% of portfolio

2.45%

Previous 2.83%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$32.65 - $33.68 $7.46 Million - $7.69 Million	228,359 Added 6.29%	3,857,244 $126 Million
Q3 2024 Oct 11, 2024	BUY	$32.36 - $33.78 $9.85 Million - $10.3 Million	304,321 Added 9.15%	3,628,885 $122 Million
Q2 2024 Jul 11, 2024	BUY	$32.02 - $32.68 $6.98 Million - $7.12 Million	217,982 Added 7.02%	3,324,564 $108 Million
Q1 2024 May 02, 2024	BUY	$32.38 - $32.91 $5.24 Million - $5.33 Million	161,824 Added 5.5%	3,106,582 $102 Million
Q4 2023 Jan 16, 2024	BUY	$30.91 - $32.89 $3.54 Million - $3.76 Million	114,472 Added 4.04%	2,944,758 $96.7 Million
Q3 2023 Oct 13, 2023	BUY	$31.4 - $32.25 $6.94 Million - $7.13 Million	221,150 Added 8.48%	2,830,286 $89 Million
Q2 2023 Jul 14, 2023	BUY	$31.95 - $32.66 $5.87 Million - $6 Million	183,731 Added 7.58%	2,609,136 $83.8 Million
Q1 2023 Apr 12, 2023	BUY	$31.67 - $32.83 $76.8 Million - $79.6 Million	2,425,405 New	2,425,405 $78.8 Million

Others Institutions Holding SPIB

# of Institutions

554

Shares Held

219M

Call Options Held

300

Put Options Held

View Full List

About SPDR PORTFOLIO INTERMEDIATE TE

Ticker SPIB
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Cliftonlarsonallen Wealth Advisors, LLC Spdr Portfolio Intermediate Te Transaction History