Forvis Wealth Advisors, LLC Spdr Portfolio Intermediate Te Transaction History

Forvis Wealth Advisors, LLC

$4.26 Billion
Q3 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 15,245 shares of SPIB stock, worth $502,322. This represents 0.01% of its overall portfolio holdings.

Number of Shares

15,245

Previous 15,322 0.5%

Holding current value

$502,322

Previous $498,000 3.01%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$32.36 - $33.78 $2,491 - $2,601	-77 Reduced 0.5%	15,245 $513,000
Q2 2024 Aug 09, 2024	SELL	$32.02 - $32.68 $18,475 - $18,856	-577 Reduced 3.63%	15,322 $498,000
Q3 2023 Oct 25, 2023	SELL	$31.4 - $32.25 $87,229 - $89,590	-2,778 Reduced 14.87%	15,899 $500,000
Q2 2023 Aug 08, 2023	SELL	$31.95 - $32.66 $19,170 - $19,595	-600 Reduced 3.11%	18,677 $599,000
Q1 2023 Apr 26, 2023	SELL	$31.67 - $32.83 $25,494 - $26,428	-805 Reduced 4.01%	19,277 $626,000
Q4 2022 Feb 02, 2023	SELL	$30.74 - $32.36 $47,032 - $49,510	-1,530 Reduced 7.08%	20,082 $639,000
Q3 2022 Oct 13, 2022	SELL	$31.11 - $33.37 $127,053 - $136,283	-4,084 Reduced 15.89%	21,612 $677,000
Q2 2022 Jul 22, 2022	BUY	$32.03 - $34.08 $823,042 - $875,719	25,696 New	25,696 $838,000

Others Institutions Holding SPIB

# of Institutions

558

Shares Held

219M

Call Options Held

300

Put Options Held

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About SPDR PORTFOLIO INTERMEDIATE TE

Ticker SPIB
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Industry ETFs

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Forvis Wealth Advisors, LLC Spdr Portfolio Intermediate Te Transaction History