Erts Wealth Advisors, LLC Spdr Portfolio Intermediate Te Transaction History

Erts Wealth Advisors, LLC

$514 Million
Q1 2025

A detailed history of Erts Wealth Advisors, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Erts Wealth Advisors, LLC holds 1,352,832 shares of SPIB stock, worth $45.3 Million. This represents 8.75% of its overall portfolio holdings.

Number of Shares

1,352,832

Previous 1,366,968 1.03%

Holding current value

$45.3 Million

Previous $44.8 Million 0.42%

% of portfolio

8.75%

Previous 8.46%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$32.5 - $33.3 $459,420 - $470,728	-14,136 Reduced 1.03%	1,352,832 $45 Million
Q4 2024 Jan 17, 2025	BUY	$32.65 - $33.68 $1.2 Million - $1.24 Million	36,873 Added 2.77%	1,366,968 $44.8 Million
Q3 2024 Oct 17, 2024	BUY	$32.36 - $33.78 $1.48 Million - $1.55 Million	45,848 Added 3.57%	1,330,095 $44.8 Million
Q2 2024 Jul 18, 2024	BUY	$32.02 - $32.68 $2.49 Million - $2.54 Million	77,619 Added 6.43%	1,284,247 $41.8 Million
Q1 2024 Apr 23, 2024	BUY	$32.38 - $32.91 $4.64 Million - $4.72 Million	143,328 Added 13.48%	1,206,628 $39.4 Million
Q4 2023 Jan 23, 2024	SELL	$30.91 - $32.89 $1.33 Million - $1.42 Million	-43,093 Reduced 3.89%	1,063,300 $34.9 Million
Q3 2023 Oct 16, 2023	BUY	$31.4 - $32.25 $870,376 - $893,937	27,719 Added 2.57%	1,106,393 $34.8 Million
Q2 2023 Jul 17, 2023	BUY	$31.95 - $32.66 $993,676 - $1.02 Million	31,101 Added 2.97%	1,078,674 $34.6 Million
Q1 2023 Apr 18, 2023	BUY	$31.67 - $32.83 $8.94 Million - $9.27 Million	282,392 Added 36.91%	1,047,573 $34 Million
Q4 2022 Jan 27, 2023	BUY	$30.74 - $32.36 $4.94 Million - $5.2 Million	160,691 Added 26.58%	765,181 $24.4 Million
Q3 2022 Nov 08, 2022	BUY	$31.11 - $33.37 $4.59 Million - $4.93 Million	147,683 Added 32.33%	604,490 $18.9 Million
Q2 2022 Aug 08, 2022	SELL	$32.03 - $34.08 $231,993 - $246,841	-7,243 Reduced 1.56%	456,807 $0
Q1 2022 May 11, 2022	BUY	$33.91 - $36.04 $529,606 - $562,872	15,618 Added 3.48%	464,050 $15.8 Million
Q4 2021 Feb 15, 2022	BUY	$35.97 - $36.6 $9.45 Million - $9.62 Million	262,809 Added 141.58%	448,432 $16.2 Million
Q3 2021 Oct 13, 2021	SELL	$36.52 - $36.95 $17.8 Million - $18 Million	-486,667 Reduced 72.39%	185,623 $15.2 Million
Q2 2021 Aug 11, 2021	BUY	$36.19 - $36.73 $3.81 Million - $3.87 Million	105,370 Added 18.59%	672,290 $24.7 Million
Q1 2021 May 07, 2021	SELL	$36.13 - $37.14 $2.18 Million - $2.24 Million	-60,290 Reduced 9.61%	566,920 $20.6 Million
Q4 2020 Feb 12, 2021	BUY	$36.68 - $37.18 $201,850 - $204,601	5,503 Added 0.89%	627,210 $23.3 Million
Q3 2020 Nov 13, 2020	BUY	$36.54 - $37.05 $5.93 Million - $6.01 Million	162,181 Added 35.29%	621,707 $22.9 Million
Q2 2020 Aug 14, 2020	BUY	$33.74 - $36.53 $2.85 Million - $3.08 Million	84,345 Added 22.48%	459,526 $16.8 Million
Q1 2020 May 15, 2020	BUY	$30.81 - $36.22 $11.6 Million - $13.6 Million	375,181 New	375,181 $12.8 Million

Others Institutions Holding SPIB

# of Institutions

627

Shares Held

246M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO INTERMEDIATE TE

Ticker SPIB
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Erts Wealth Advisors, LLC Spdr Portfolio Intermediate Te Transaction History