Ieq Capital, LLC Spdr Portfolio Intermediate Te Transaction History

Ieq Capital, LLC

$8.04 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 03, 2023	BUY	$31.4 - $32.25 $1,350 - $1,386	43 Added 0.51%	8,469 $266,000
Q2 2023 Aug 07, 2023	BUY	$31.95 - $32.66 $1,821 - $1,861	57 Added 0.68%	8,426 $270,000
Q1 2023 May 01, 2023	BUY	$31.67 - $32.83 $1,171 - $1,214	37 Added 0.44%	8,369 $271,000
Q4 2022 Feb 03, 2023	BUY	$30.74 - $32.36 $5,440 - $5,727	177 Added 2.17%	8,332 $265,000
Q3 2022 Nov 03, 2022	BUY	$31.11 - $33.37 $1,306 - $1,401	42 Added 0.52%	8,155 $255,000
Q2 2022 Jul 27, 2022	BUY	$32.03 - $34.08 $1,024 - $1,090	32 Added 0.4%	8,113 $265,000
Q1 2022 Apr 26, 2022	BUY	$33.91 - $36.04 $274,026 - $291,239	8,081 New	8,081 $276,000

Others Institutions Holding SPIB

# of Institutions

533

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

$1.15 Billion
0.54% of portfolio
Envestnet Asset Management Inc

10.1M
Shares

$333 Million
0.11% of portfolio
Creative Planning Overland Park, KS

6.93M
Shares

$228 Million
0.23% of portfolio
Wells Fargo & Company San Francisco, CA

5.05M
Shares

$166 Million
0.04% of portfolio

About SPDR PORTFOLIO INTERMEDIATE TE

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