Goal Vest Advisory LLC Spdr Portfolio Intermediate Te Transaction History

Goal Vest Advisory LLC

  • $393 Million
  • Q2 2025

A detailed history of Goal Vest Advisory LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Goal Vest Advisory LLC holds 524,943 shares of SPIB stock, worth $17.6 Million. This represents 4.49% of its overall portfolio holdings.

Number of Shares
524,943
Previous 470,098 11.67%
Holding current value
$17.6 Million
Previous $15.6 Million 12.84%
% of portfolio
4.49%
Previous 4.43%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 01, 2025
BUY
$32.62 - $33.58 $1.79 Million - $1.84 Million
54,845 Added 11.67%
524,943 $17.6 Million
Q1 2025

Apr 07, 2025
BUY
$32.5 - $33.3 $900,055 - $922,210
27,694 Added 6.26%
470,098 $15.6 Million
Q4 2024

Jan 17, 2025
BUY
$32.65 - $33.68 $6.15 Million - $6.34 Million
188,239 Added 74.06%
442,404 $14.5 Million
Q3 2024

Nov 06, 2024
BUY
$32.36 - $33.78 $759,909 - $793,255
23,483 Added 10.18%
254,165 $8.57 Million
Q2 2024

Jul 30, 2024
BUY
$32.02 - $32.68 $2.31 Million - $2.36 Million
72,140 Added 45.5%
230,682 $7.51 Million
Q1 2024

Apr 15, 2024
SELL
$32.38 - $32.91 $2.03 Million - $2.06 Million
-62,546 Reduced 28.29%
158,542 $5.18 Million
Q4 2023

Jan 02, 2024
BUY
$30.91 - $32.89 $4.49 Million - $4.78 Million
145,371 Added 191.99%
221,088 $7.26 Million
Q3 2023

Oct 10, 2023
BUY
$31.4 - $32.25 $2.38 Million - $2.44 Million
75,717 New
75,717 $2.38 Million

Others Institutions Holding SPIB

# of Institutions
624
Shares Held
258M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR PORTFOLIO INTERMEDIATE TE

SPIB Quotes by TradingView
  • Ticker SPIB
  • Sector ETFs
  • Industry ETFs
More about SPIB
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