Cypress Financial Planning LLC Spdr Portfolio Intermediate Te Transaction History

Cypress Financial Planning LLC

$240 Million
Q2 2024

A detailed history of Cypress Financial Planning LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Cypress Financial Planning LLC holds 13,095 shares of SPIB stock, worth $429,385. This represents 0.18% of its overall portfolio holdings.

Number of Shares

13,095

Previous 13,426 2.47%

Holding current value

$429,385

Previous $438,000 2.74%

% of portfolio

0.18%

Previous 0.2%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 16, 2024	SELL	$32.02 - $32.68 $10,598 - $10,817	-331 Reduced 2.47%	13,095 $426,000
Q1 2024 Apr 12, 2024	SELL	$32.38 - $32.91 $76,578 - $77,832	-2,365 Reduced 14.98%	13,426 $438,000
Q4 2023 Jan 09, 2024	BUY	$30.91 - $32.89 $56,781 - $60,418	1,837 Added 13.16%	15,791 $518,000
Q3 2023 Oct 10, 2023	BUY	$31.4 - $32.25 $34,540 - $35,475	1,100 Added 8.56%	13,954 $438,000
Q2 2023 Jul 11, 2023	SELL	$31.95 - $32.66 $59,331 - $60,649	-1,857 Reduced 12.62%	12,854 $412,000

Q1 2023 Apr 07, 2023	SELL	$31.67 - $32.83 $739,716 - $766,810	-23,357 Reduced 61.36%	14,711 $477,000
Q4 2022 Jan 30, 2023	BUY	$31.02 - $32.36 $673,754 - $702,859	21,720 Added 132.86%	38,068 $1.21 Million
Q3 2022 Oct 13, 2022	SELL	N/A	-126 Reduced 0.76%	16,348 $512,000
Q2 2022 Jul 20, 2022	BUY	N/A	16,474 New	16,474 $538,000

Others Institutions Holding SPIB

# of Institutions

514

Shares Held

209M

Call Options Held

100

Put Options Held

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About SPDR PORTFOLIO INTERMEDIATE TE

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Cypress Financial Planning LLC Spdr Portfolio Intermediate Te Transaction History