Forbes Financial Planning, Inc. Spdr Portfolio Intermediate Te Transaction History

Forbes Financial Planning, Inc.

$139 Million
Q3 2024

A detailed history of Forbes Financial Planning, Inc. transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Forbes Financial Planning, Inc. holds 202,303 shares of SPIB stock, worth $6.68 Million. This represents 4.91% of its overall portfolio holdings.

Number of Shares

202,303

Previous 196,822 2.78%

Holding current value

$6.68 Million

Previous $6.41 Million 6.41%

% of portfolio

4.91%

Previous 5.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	BUY	$32.36 - $33.78 $177,365 - $185,148	5,481 Added 2.78%	202,303 $6.82 Million
Q2 2024 Jul 25, 2024	BUY	$32.02 - $32.68 $587,983 - $600,102	18,363 Added 10.29%	196,822 $6.41 Million
Q1 2024 Apr 29, 2024	BUY	$32.38 - $32.91 $457,076 - $464,557	14,116 Added 8.59%	178,459 $5.83 Million
Q4 2023 Feb 13, 2024	BUY	$30.91 - $32.89 $727,126 - $773,704	23,524 Added 16.71%	164,343 $5.4 Million
Q3 2023 Nov 07, 2023	BUY	$31.4 - $32.25 $242,439 - $249,002	7,721 Added 5.8%	140,819 $4.43 Million
Q2 2023 Aug 08, 2023	SELL	$31.95 - $32.66 $3,610 - $3,690	-113 Reduced 0.08%	133,098 $4.27 Million
Q1 2023 May 04, 2023	BUY	$31.67 - $32.83 $4.22 Million - $4.37 Million	133,211 New	133,211 $4.33 Million

Others Institutions Holding SPIB

# of Institutions

536

Shares Held

214M

Call Options Held

300

Put Options Held

View Full List

About SPDR PORTFOLIO INTERMEDIATE TE

Ticker SPIB
Sector ETFs
Industry ETFs

More about SPIB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Forbes Financial Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Forbes Financial Planning, Inc. with notifications on news.

Account

Forbes Financial Planning, Inc. Spdr Portfolio Intermediate Te Transaction History