Juncture Wealth Strategies, LLC Spdr Portfolio Intermediate Te Transaction History

Juncture Wealth Strategies, LLC

$281 Million
Q2 2025

A detailed history of Juncture Wealth Strategies, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 14,240 shares of SPIB stock, worth $477,894. This represents 0.17% of its overall portfolio holdings.

Number of Shares

14,240

Previous 14,336 0.67%

Holding current value

$477,894

Previous $476,000 0.42%

% of portfolio

0.17%

Previous 0.19%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 08, 2025	SELL	$32.62 - $33.58 $3,131 - $3,223	-96 Reduced 0.67%	14,240 $478,000
Q1 2025 Apr 09, 2025	SELL	$32.5 - $33.3 $55,282 - $56,643	-1,701 Reduced 10.61%	14,336 $476,000
Q4 2024 Jan 21, 2025	SELL	$32.65 - $33.68 $23,540 - $24,283	-721 Reduced 4.3%	16,037 $525,000
Q3 2024 Oct 09, 2024	BUY	$32.36 - $33.78 $19,674 - $20,538	608 Added 3.76%	16,758 $564,000
Q2 2024 Jul 11, 2024	SELL	$32.02 - $32.68 $23,022 - $23,496	-719 Reduced 4.26%	16,150 $525,000
Q1 2024 Apr 05, 2024	BUY	$32.38 - $32.91 $129 - $131	4 Added 0.02%	16,869 $551,000
Q4 2023 Jan 08, 2024	SELL	$30.91 - $32.89 $97,366 - $103,603	-3,150 Reduced 15.74%	16,865 $553,000
Q3 2023 Oct 10, 2023	BUY	$31.4 - $32.25 $314 - $322	10 Added 0.05%	20,015 $629,000
Q2 2023 Jul 11, 2023	SELL	$31.95 - $32.66 $168,664 - $172,412	-5,279 Reduced 20.88%	20,005 $642,000
Q1 2023 May 05, 2023	SELL	$31.67 - $32.83 $29,389 - $30,466	-928 Reduced 3.54%	25,284 $821,000
Q4 2022 Jan 18, 2023	SELL	$30.74 - $32.36 $49,706 - $52,326	-1,617 Reduced 5.81%	26,212 $0
Q3 2022 Oct 11, 2022	BUY	$31.11 - $33.37 $57,086 - $61,233	1,835 Added 7.06%	27,829 $872,000
Q2 2022 Jul 14, 2022	BUY	$32.03 - $34.08 $832,587 - $885,875	25,994 New	25,994 $848,000

Others Institutions Holding SPIB

# of Institutions

626

Shares Held

261M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO INTERMEDIATE TE

Ticker SPIB
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Juncture Wealth Strategies, LLC Spdr Portfolio Intermediate Te Transaction History