Evensky & Katz LLC Spdr Portfolio Intermediate Te Transaction History

Evensky & Katz LLC

$1.54 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Oct 21, 2020	SELL	$36.54 - $37.05 $359,443 - $364,460	-9,837 Closed	0 $0
Q2 2020 Aug 05, 2020	BUY	$33.74 - $36.53 $28,442 - $30,794	843 Added 9.37%	9,837 $359,000
Q1 2020 May 01, 2020	BUY	$30.81 - $36.22 $52,068 - $61,211	1,690 Added 23.14%	8,994 $306,000
Q4 2019 Feb 13, 2020	BUY	$35.06 - $35.42 $55,850 - $56,424	1,593 Added 27.89%	7,304 $257,000
Q3 2019 Nov 07, 2019	BUY	$34.9 - $35.28 $136,598 - $138,085	3,914 Added 217.81%	5,711 $201,000
Q2 2019 Aug 06, 2019	SELL	N/A	-16,771 Reduced 90.32%	1,797 $63,000
Q1 2019 May 07, 2019	BUY	N/A	4,947 Added 36.32%	18,568 $634,000
Q4 2018 Jan 29, 2019	SELL	N/A	-2,822 Reduced 17.16%	13,621 $450,000
Q3 2018 Nov 15, 2018	BUY	N/A	7,494 Added 83.74%	16,443 $547,000
Q2 2018 Aug 03, 2018	SELL	N/A	-40,772 Reduced 82.0%	8,949 $297,000
Q1 2018 May 04, 2018	BUY	N/A	49,721 New	49,721 $1.67 Million

Others Institutions Holding SPIB

# of Institutions

569

Shares Held

224M

Call Options Held

300

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

43.5M
Shares

$1.43 Billion
0.27% of portfolio
Lpl Financial LLC Fort Mill, SC

35M
Shares

$1.15 Billion
0.54% of portfolio
Envestnet Asset Management Inc

10.1M
Shares

$333 Million
0.11% of portfolio
Creative Planning Overland Park, KS

6.93M
Shares

$229 Million
0.23% of portfolio
D.A. Davidson & Co.

5.17M
Shares

$170 Million
1.4% of portfolio

About SPDR PORTFOLIO INTERMEDIATE TE

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