Goal Vest Advisory LLC Spdr Portfolio Intermediate Te Transaction History

Goal Vest Advisory LLC

$352 Million
Q4 2024

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 442,404 shares of SPIB stock, worth $14.5 Million. This represents 4.11% of its overall portfolio holdings.

Number of Shares

442,404

Previous 254,165 74.06%

Holding current value

$14.5 Million

Previous $8.57 Million 69.17%

% of portfolio

4.11%

Previous 2.59%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

540

Shares Held

216M

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 Goal Vest Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Goal Vest Advisory LLC with notifications on news.

Account

Goal Vest Advisory LLC Spdr Portfolio Intermediate Te Transaction History