Foster Victor Wealth Advisors, LLC Spdr Portfolio Intermediate Te Transaction History

Foster Victor Wealth Advisors, LLC

$1.38 Billion
Q3 2024

A detailed history of Foster Victor Wealth Advisors, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Foster Victor Wealth Advisors, LLC holds 147,692 shares of SPIB stock, worth $4.86 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

147,692

Previous 145,658 1.4%

Holding current value

$4.86 Million

Previous $4.74 Million 4.98%

% of portfolio

0.36%

Previous 0.37%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$32.36 - $33.78 $65,820 - $68,708	2,034 Added 1.4%	147,692 $4.98 Million
Q2 2024 Jul 18, 2024	BUY	$32.02 - $32.68 $82,195 - $83,889	2,567 Added 1.79%	145,658 $4.74 Million
Q1 2024 Apr 26, 2024	BUY	$32.38 - $32.91 $1 Million - $1.02 Million	30,899 Added 27.54%	143,091 $4.68 Million
Q4 2023 Jan 19, 2024	SELL	$30.91 - $32.89 $6,614 - $7,038	-214 Reduced 0.19%	112,192 $3.68 Million
Q3 2023 Oct 13, 2023	BUY	$31.4 - $32.25 $54,416 - $55,889	1,733 Added 1.57%	112,406 $3.54 Million
Q2 2023 Jul 14, 2023	SELL	$31.95 - $32.66 $336,721 - $344,203	-10,539 Reduced 8.69%	110,673 $3.55 Million
Q1 2023 Apr 20, 2023	SELL	$31.67 - $32.83 $59,032 - $61,195	-1,864 Reduced 1.51%	121,212 $3.94 Million
Q4 2022 Jan 27, 2023	BUY	$30.74 - $32.36 $3.78 Million - $3.98 Million	123,076 New	123,076 $0
Q3 2020 Oct 26, 2020	SELL	$36.54 - $37.05 $2.54 Million - $2.58 Million	-69,568 Closed	0 $0
Q2 2020 Aug 03, 2020	BUY	$33.74 - $36.53 $2.35 Million - $2.54 Million	69,568 New	69,568 $2.54 Million
Q4 2019 Jan 13, 2020	SELL	$35.06 - $35.42 $1.66 Million - $1.68 Million	-47,333 Closed	0 $0
Q3 2019 Oct 11, 2019	BUY	$34.9 - $35.28 $1.42 Million - $1.44 Million	40,762 Added 620.33%	47,333 $1.67 Million
Q2 2019 Jul 16, 2019	BUY	N/A	6,571 New	6,571 $228,000

Others Institutions Holding SPIB

# of Institutions

533

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 Foster Victor Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foster Victor Wealth Advisors, LLC with notifications on news.

Account

Foster Victor Wealth Advisors, LLC Spdr Portfolio Intermediate Te Transaction History