Collaborative Wealth Managment Inc. Spdr Portfolio Intermediate Te Transaction History

Collaborative Wealth Managment Inc.

$238 Million
Q3 2025

A detailed history of Collaborative Wealth Managment Inc. transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 31,492 shares of SPIB stock, worth $1.06 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

31,492

Previous 33,214 5.18%

Holding current value

$1.06 Million

Previous $1.12 Million 4.3%

% of portfolio

0.45%

Previous 0.5%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	SELL	$33.26 - $34.01 $57,273 - $58,565	-1,722 Reduced 5.18%	31,492 $1.07 Million
Q2 2025 Aug 08, 2025	BUY	$32.62 - $33.58 $61,684 - $63,499	1,891 Added 6.04%	33,214 $1.12 Million
Q1 2025 May 08, 2025	SELL	$32.5 - $33.3 $19,077 - $19,547	-587 Reduced 1.84%	31,323 $1.04 Million
Q4 2024 Feb 10, 2025	BUY	$32.65 - $33.68 $66,214 - $68,303	2,028 Added 6.79%	31,910 $1.05 Million
Q3 2024 Nov 12, 2024	BUY	$32.36 - $33.78 $55,270 - $57,696	1,708 Added 6.06%	29,882 $1.01 Million

Q2 2024 Aug 09, 2024	BUY	$32.02 - $32.68 $1,985 - $2,026	62 Added 0.22%	28,174 $917,000
Q1 2024 May 10, 2024	BUY	$32.38 - $32.91 $34,322 - $34,884	1,060 Added 3.92%	28,112 $918,000
Q4 2023 Feb 07, 2024	BUY	$30.91 - $32.89 $24,789 - $26,377	802 Added 3.06%	27,052 $888,000
Q3 2023 Nov 09, 2023	SELL	$31.4 - $32.25 $20,881 - $21,446	-665 Reduced 2.47%	26,250 $825,000
Q2 2023 Aug 07, 2023	BUY	$31.95 - $32.66 $46,391 - $47,422	1,452 Added 5.7%	26,915 $864,000
Q1 2023 May 08, 2023	BUY	$31.67 - $32.83 $89,942 - $93,237	2,840 Added 12.55%	25,463 $827,000
Q4 2022 Feb 10, 2023	SELL	$30.74 - $32.36 $676 - $711	-22 Reduced 0.1%	22,623 $720,000
Q3 2022 Nov 14, 2022	SELL	$31.11 - $33.37 $61,193 - $65,638	-1,967 Reduced 7.99%	22,645 $709,000
Q2 2022 Aug 15, 2022	SELL	$32.03 - $34.08 $36,482 - $38,817	-1,139 Reduced 4.42%	24,612 $803,000
Q4 2021 Feb 11, 2022	SELL	$35.97 - $36.6 $35,142 - $35,758	-977 Reduced 3.66%	25,751 $931,000
Q1 2021 May 12, 2022	BUY	$36.13 - $37.14 $965,682 - $992,677	26,728 New	26,728 $913,000

Others Institutions Holding SPIB

# of Institutions

637

Shares Held

275M

Call Options Held

35K

Put Options Held

391K

View Full List

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 Collaborative Wealth Managment Inc., based on Form 13F filings with the SEC.

News

Stay updated on Collaborative Wealth Managment Inc. with notifications on news.

Account

Collaborative Wealth Managment Inc. Spdr Portfolio Intermediate Te Transaction History