Cowa, LLC Spdr Portfolio Intermediate Te Transaction History

Cowa, LLC

$187 Billion
Q2 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

526

Shares Held

197M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

43.4M
Shares

$1.45 Billion
0.27% of portfolio
Lpl Financial LLC Fort Mill, SC

32.5M
Shares

$1.08 Billion
0.54% of portfolio
Envestnet Asset Management Inc

8.82M
Shares

$295 Million
0.1% of portfolio
Creative Planning Overland Park, KS

7.15M
Shares

$239 Million
0.25% of portfolio
Wells Fargo & Company San Francisco, CA

5.92M
Shares

$198 Million
0.05% of portfolio

About SPDR PORTFOLIO INTERMEDIATE TE

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