Financial Advantage, Inc. Spdr Portfolio Intermediate Te Transaction History

Financial Advantage, Inc.

$65.1 Million
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Oct 27, 2020	SELL	$36.54 - $37.05 $2,959 - $3,001	-81 Closed	0 $0
Q2 2020 Aug 07, 2020	BUY	$33.74 - $36.53 $2,732 - $2,958	81 New	81 $2,000

Others Institutions Holding SPIB

# of Institutions

534

Shares Held

214M

Call Options Held

300

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

44.6M
Shares

$1.47 Billion
0.29% 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

$228 Million
0.23% of portfolio
Wells Fargo & Company San Francisco, CA

5.05M
Shares

$166 Million
0.04% of portfolio

About SPDR PORTFOLIO INTERMEDIATE TE

Ticker SPIB
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