Great Point Wealth Advisors, LLC Spdr Portfolio Intermediate Te Transaction History

Great Point Wealth Advisors, LLC

$459 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 11, 2021	SELL	$36.13 - $37.14 $280,802 - $288,652	-7,772 Closed	0 $0
Q4 2020 Jan 29, 2021	SELL	$36.68 - $37.18 $24,062 - $24,390	-656 Reduced 7.78%	7,772 $288,000
Q2 2020 Jul 24, 2020	SELL	$33.74 - $36.53 $979,640 - $1.06 Million	-29,035 Reduced 77.5%	8,428 $307,000
Q1 2020 May 13, 2020	SELL	$30.81 - $36.22 $21.4 Million - $25.1 Million	-694,014 Reduced 94.88%	37,463 $1.27 Million
Q4 2019 Feb 28, 2020	BUY	$35.06 - $35.42 $1.81 Million - $1.82 Million	51,520 Added 7.58%	731,477 $25.8 Million
Q3 2019 Oct 17, 2019	BUY	$34.9 - $35.28 $5.52 Million - $5.58 Million	158,201 Added 30.32%	679,957 $24 Million
Q2 2019 Aug 06, 2019	BUY	N/A	44,632 Added 9.35%	521,756 $18.2 Million
Q1 2019 May 15, 2019	BUY	N/A	59,455 Added 14.23%	477,124 $16.3 Million
Q4 2018 Feb 14, 2019	BUY	N/A	417,669 New	417,669 $13.8 Million

Others Institutions Holding SPIB

# of Institutions

536

Shares Held

214M

Call Options Held

300

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

44.6M
Shares

$1.47 Billion
0.29% of portfolio
Lpl Financial LLC Fort Mill, SC

35M
Shares

$1.16 Billion
0.54% of portfolio
Envestnet Asset Management Inc

10.1M
Shares

$334 Million
0.11% of portfolio
Creative Planning Overland Park, KS

6.93M
Shares

$229 Million
0.23% of portfolio
Wells Fargo & Company San Francisco, CA

5.05M
Shares

$167 Million
0.04% of portfolio

About SPDR PORTFOLIO INTERMEDIATE TE

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