Global Wealth Management Investment Advisory, Inc. Spdr Portfolio Intermediate Te Transaction History

Global Wealth Management Investment Advisory, Inc.

$407 Million
Q1 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Aug 12, 2020	SELL	N/A	-784 Closed	0 $0
Q1 2020 May 14, 2020	BUY	N/A	784 New	784 $27,000
Q3 2019 Nov 14, 2019	SELL	N/A	-324 Closed	0 $0
Q2 2019 Aug 20, 2019	SELL	N/A	-409 Reduced 55.8%	324 $11,000
Q1 2019 May 10, 2019	SELL	N/A	-2,079 Reduced 73.93%	733 $25,000

Q4 2018 Feb 14, 2019	BUY	N/A	2,812 New	2,812 $93,000

Others Institutions Holding SPIB

# of Institutions

515

Shares Held

210M

Call Options Held

100

Put Options Held

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

$962 Million
0.53% of portfolio
Ge Investment Management Corp. Norwalk, CT

15.8M
Shares

$519 Million
49.05% of portfolio
Charles Schwab Investment Advisory, Inc. San Francisco, CA

12.5M
Shares

$410 Million
0.56% of portfolio
Wells Fargo & Company San Francisco, CA

8.52M
Shares

$279 Million
0.07% of portfolio

View Full List

About SPDR PORTFOLIO INTERMEDIATE TE

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