Fort Point Capital Partners LLC Spdr Portfolio Intermediate Te Transaction History

Fort Point Capital Partners LLC

$749 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 09, 2024	SELL	$30.91 - $32.89 $49,610 - $52,788	-1,605 Reduced 15.6%	8,686 $285,000
Q3 2023 Nov 08, 2023	BUY	$31.4 - $32.25 $323,137 - $331,884	10,291 New	10,291 $323,000

Others Institutions Holding SPIB

# of Institutions

513

Shares Held

208M

Call Options Held

100

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

30.9M
Shares

$1.01 Billion
0.24% of portfolio
Lpl Financial LLC Fort Mill, SC

29.3M
Shares

$958 Million
0.53% of portfolio
Ge Investment Management Corp. Norwalk, CT

15.8M
Shares

$517 Million
49.05% of portfolio
Charles Schwab Investment Advisory, Inc. San Francisco, CA

12.5M
Shares

$408 Million
0.56% of portfolio
Wells Fargo & Company San Francisco, CA

8.52M
Shares

$278 Million
0.07% of portfolio

About SPDR PORTFOLIO INTERMEDIATE TE

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