Juncture Wealth Strategies, LLC Spdr Portfolio Intermediate Te Transaction History

Juncture Wealth Strategies, LLC

  • $254 Million
  • Q1 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 14,336 shares of SPIB stock, worth $477,388. This represents 0.19% of its overall portfolio holdings.

Number of Shares
14,336
Previous 16,037 10.61%
Holding current value
$477,388
Previous $525,000 9.33%
% of portfolio
0.19%
Previous 0.2%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
611
Shares Held
244M
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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