Forum Private Client Group LLC Spdr Portfolio Intermediate Te Transaction History

Forum Private Client Group LLC

$207 Billion
Q1 2024

A detailed history of Forum Private Client Group LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Forum Private Client Group LLC holds 102,049 shares of SPIB stock, worth $3.33 Million. This represents 1.61% of its overall portfolio holdings.

Number of Shares

102,049

Previous 91,776 11.19%

Holding current value

$3.33 Million

Previous $3.01 Billion 10.72%

% of portfolio

1.61%

Previous 1.57%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	BUY	$32.38 - $32.91 $332,639 - $338,084	10,273 Added 11.19%	102,049 $3.34 Billion
Q4 2023 Jan 19, 2024	BUY	$30.91 - $32.89 $2.84 Million - $3.02 Million	91,776 New	91,776 $3.01 Billion
Q2 2023 Aug 02, 2023	BUY	$31.95 - $32.66 $247,324 - $252,821	7,741 Added 9.67%	87,787 $2.82 Million
Q1 2023 May 15, 2023	BUY	$31.67 - $32.83 $45,383 - $47,045	1,433 Added 1.82%	80,046 $2.6 Million
Q4 2022 Feb 10, 2023	BUY	$31.02 - $32.36 $261,839 - $273,150	8,441 Added 12.03%	78,613 $2.5 Million

Q3 2022 Nov 10, 2022	BUY	N/A	17,229 Added 32.54%	70,172 $2.2 Million
Q2 2022 Aug 05, 2022	BUY	N/A	36,214 Added 216.47%	52,943 $1.73 Million
Q1 2022 Aug 05, 2022	BUY	N/A	16,729 New	16,729 $571,000

Others Institutions Holding SPIB

# of Institutions

513

Shares Held

208M

Call Options Held

100

Put Options Held

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About SPDR PORTFOLIO INTERMEDIATE TE

Ticker SPIB
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Forum Private Client Group LLC Spdr Portfolio Intermediate Te Transaction History