Foresight Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History

Foresight Wealth Management, LLC

$6.98 Billion
Q4 2022

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 04, 2022	SELL	$31.11 - $33.37 $129,759 - $139,186	-4,171 Reduced 6.51%	59,915 $1.88 Million
Q2 2022 Jul 29, 2022	SELL	$32.03 - $34.08 $85,135 - $90,584	-2,658 Reduced 3.98%	64,086 $2.09 Million
Q1 2022 May 04, 2022	SELL	$33.91 - $36.04 $301,595 - $320,539	-8,894 Reduced 11.76%	66,744 $2.28 Million
Q4 2021 Feb 04, 2022	SELL	$35.97 - $36.6 $10,323 - $10,504	-287 Reduced 0.38%	75,638 $2.73 Million
Q3 2021 Oct 21, 2021	SELL	$36.52 - $36.95 $7,267 - $7,353	-199 Reduced 0.26%	75,925 $2.77 Million
Q2 2021 Jul 19, 2021	SELL	$36.19 - $36.73 $6,224 - $6,317	-172 Reduced 0.23%	76,124 $2.79 Million
Q1 2021 May 04, 2021	BUY	$36.13 - $37.14 $33,709 - $34,651	933 Added 1.24%	76,296 $2.77 Million
Q4 2020 Feb 04, 2021	BUY	$36.68 - $37.18 $232,477 - $235,646	6,338 Added 9.18%	75,363 $2.8 Million
Q3 2020 Oct 19, 2020	BUY	$36.54 - $37.05 $457,371 - $463,754	12,517 Added 22.15%	69,025 $2.54 Million
Q2 2020 Jul 15, 2020	BUY	$33.74 - $36.53 $363,312 - $393,355	10,768 Added 23.54%	56,508 $2.06 Million
Q1 2020 Apr 15, 2020	SELL	$30.81 - $36.22 $890,871 - $1.05 Million	-28,915 Reduced 38.73%	45,740 $1.56 Million
Q4 2019 Jan 15, 2020	BUY	$35.06 - $35.42 $246,752 - $249,285	7,038 Added 10.41%	74,655 $2.64 Million
Q3 2019 Oct 25, 2019	BUY	$34.9 - $35.28 $397,162 - $401,486	11,380 Added 20.24%	67,617 $2.39 Million
Q2 2019 Jul 25, 2019	BUY	N/A	1,298 Added 2.36%	56,237 $1.96 Million
Q1 2019 May 07, 2019	BUY	N/A	9,774 Added 21.64%	54,939 $1.88 Million
Q4 2018 Feb 08, 2019	BUY	N/A	45,165 New	45,165 $1.49 Million

Others Institutions Holding SPIB

# of Institutions

536

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

$1.16 Billion
0.54% of portfolio
Envestnet Asset Management Inc

10.1M
Shares

$334 Million
0.11% of portfolio
Creative Planning Overland Park, KS

6.93M
Shares

$229 Million
0.23% of portfolio
Wells Fargo & Company San Francisco, CA

5.05M
Shares

$167 Million
0.04% of portfolio

About SPDR PORTFOLIO INTERMEDIATE TE

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