Cowa, LLC Spdr Portfolio Intermediate Te Transaction History

Cowa, LLC

$210 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 02, 2021	SELL	$36.19 - $36.73 $143,529 - $145,671	-3,966 Closed	0 $0
Q1 2021 May 05, 2021	SELL	$36.13 - $37.14 $31,180 - $32,051	-863 Reduced 17.87%	3,966 $144,000
Q4 2020 Feb 05, 2021	BUY	$36.68 - $37.18 $177,127 - $179,542	4,829 New	4,829 $178,000

Others Institutions Holding SPIB

# of Institutions

536

Shares Held

214M

Call Options Held

300

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

44.6M
Shares

$1.47 Billion
0.29% of portfolio
Lpl Financial LLC Fort Mill, SC

35M
Shares

$1.16 Billion
0.54% of portfolio
Envestnet Asset Management Inc

10.1M
Shares

$334 Million
0.11% of portfolio
Creative Planning Overland Park, KS

6.93M
Shares

$229 Million
0.23% of portfolio
Wells Fargo & Company San Francisco, CA

5.05M
Shares

$167 Million
0.04% 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 Cowa, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cowa, LLC with notifications on news.