Erts Wealth Advisors, LLC Spdr Portfolio Intermediate Te Transaction History

Erts Wealth Advisors, LLC

$490 Million
Q1 2024

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 1,206,628 shares of SPIB stock, worth $39.3 Million. This represents 8.05% of its overall portfolio holdings.

Number of Shares

1,206,628

Previous 1,063,300 13.48%

Holding current value

$39.3 Million

Previous $34.9 Million 12.99%

% of portfolio

8.05%

Previous 7.53%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$31.02 - $32.36 $4.98 Million - $5.2 Million	160,691 Added 26.58%	765,181 $24.4 Million
Q3 2022 Nov 08, 2022	BUY	N/A	147,683 Added 32.33%	604,490 $18.9 Million
Q2 2022 Aug 08, 2022	SELL	N/A	-7,243 Reduced 1.56%	456,807 $0
Q1 2022 May 11, 2022	BUY	N/A	15,618 Added 3.48%	464,050 $15.8 Million
Q4 2021 Feb 15, 2022	BUY	N/A	262,809 Added 141.58%	448,432 $16.2 Million
Q3 2021 Oct 13, 2021	SELL	N/A	-486,667 Reduced 72.39%	185,623 $15.2 Million
Q2 2021 Aug 11, 2021	BUY	N/A	105,370 Added 18.59%	672,290 $24.7 Million
Q1 2021 May 07, 2021	SELL	N/A	-60,290 Reduced 9.61%	566,920 $20.6 Million
Q4 2020 Feb 12, 2021	BUY	N/A	5,503 Added 0.89%	627,210 $23.3 Million
Q3 2020 Nov 13, 2020	BUY	N/A	162,181 Added 35.29%	621,707 $22.9 Million
Q2 2020 Aug 14, 2020	BUY	N/A	84,345 Added 22.48%	459,526 $16.8 Million
Q1 2020 May 15, 2020	BUY	N/A	375,181 New	375,181 $12.8 Million

Others Institutions Holding SPIB

# of Institutions

510

Shares Held

208M

Call Options Held

100

Put Options Held

View Full List

About SPDR PORTFOLIO INTERMEDIATE TE

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