Cpwm, LLC Spdr Portfolio Intermediate Te Transaction History

Cpwm, LLC

$1.06 Billion
Q3 2022

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 12, 2022	BUY	$32.03 - $34.08 $1,377 - $1,465	43 Added 0.69%	6,247 $204,000
Q3 2020 Nov 13, 2020	SELL	$36.54 - $37.05 $166,257 - $168,577	-4,550 Reduced 42.31%	6,204 $228,000
Q2 2020 Aug 13, 2020	SELL	$33.74 - $36.53 $2,091 - $2,264	-62 Reduced 0.57%	10,754 $393,000
Q1 2020 May 11, 2020	SELL	$30.81 - $36.22 $431 - $507	-14 Reduced 0.13%	10,816 $368,000
Q4 2019 Feb 12, 2020	BUY	$35.06 - $35.42 $3,190 - $3,223	91 Added 0.85%	10,830 $382,000
Q3 2019 Nov 13, 2019	BUY	$34.9 - $35.28 $374,791 - $378,871	10,739 New	10,739 $379,000

Others Institutions Holding SPIB

# of Institutions

622

Shares Held

247M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

42.2M
Shares

$1.41 Billion
0.57% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

41.7M
Shares

$1.39 Billion
0.27% of portfolio
Envestnet Asset Management Inc

9.9M
Shares

$330 Million
0.11% of portfolio
Creative Planning Overland Park, KS

6.97M
Shares

$232 Million
0.22% of portfolio
D.A. Davidson & Co.

5.49M
Shares

$183 Million
1.5% 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 Cpwm, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cpwm, LLC with notifications on news.