Collaborative Wealth Managment Inc. Spdr Portfolio Intermediate Te Transaction History

Collaborative Wealth Managment Inc.

  • $215 Million
  • Q3 2024

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 29,882 shares of SPIB stock, worth $983,715. This represents 0.47% of its overall portfolio holdings.

Number of Shares
29,882
Previous 28,174 6.06%
Holding current value
$983,715
Previous $917,000 9.81%
% of portfolio
0.47%
Previous 0.46%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
533
Shares Held
214M
Call Options Held
300
Put Options Held
0
View Full List

About SPDR PORTFOLIO INTERMEDIATE TE

SPIB Quotes by TradingView
  • Ticker SPIB
  • Sector ETFs
  • Industry ETFs
More about SPIB
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