Kingsview Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History

Kingsview Wealth Management, LLC

$4.71 Billion
Q4 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 30,762 shares of SPIB stock, worth $1.01 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

30,762

Previous 45,520 32.42%

Holding current value

$1.01 Million

Previous $1.53 Million 34.35%

% of portfolio

0.02%

Previous 0.03%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$32.65 - $33.68 $481,848 - $497,049	-14,758 Reduced 32.42%	30,762 $1.01 Million
Q3 2024 Nov 12, 2024	SELL	$32.36 - $33.78 $232,538 - $242,743	-7,186 Reduced 13.63%	45,520 $1.53 Million
Q2 2024 Aug 14, 2024	BUY	$32.02 - $32.68 $6,436 - $6,568	201 Added 0.38%	52,706 $1.72 Million
Q1 2024 May 09, 2024	BUY	$32.38 - $32.91 $26,616 - $27,052	822 Added 1.59%	52,505 $1.72 Million
Q4 2023 Feb 08, 2024	BUY	$30.91 - $32.89 $11,776 - $12,531	381 Added 0.74%	51,683 $1.7 Million
Q3 2023 Nov 07, 2023	SELL	$31.4 - $32.25 $1.19 Million - $1.22 Million	-37,807 Reduced 42.43%	51,302 $1.61 Million
Q2 2023 Aug 10, 2023	BUY	$31.95 - $32.66 $111,154 - $113,624	3,479 Added 4.06%	89,109 $2.86 Million
Q1 2023 May 15, 2023	SELL	$31.67 - $32.83 $72,524 - $75,180	-2,290 Reduced 2.6%	85,630 $2.78 Million
Q4 2022 Feb 13, 2023	BUY	$30.74 - $32.36 $560,082 - $589,599	18,220 Added 26.14%	87,920 $2.8 Million
Q3 2022 Nov 14, 2022	BUY	$31.11 - $33.37 $745,520 - $799,678	23,964 Added 52.4%	69,700 $2.18 Million
Q2 2022 Aug 16, 2022	BUY	$32.03 - $34.08 $380,548 - $404,904	11,881 Added 35.09%	45,736 $1.49 Million
Q1 2022 Feb 08, 2024	SELL	$33.91 - $36.04 $353,681 - $375,897	-10,430 Reduced 20.18%	41,253 $0
Q4 2021 Feb 17, 2022	BUY	$35.97 - $36.6 $178,986 - $182,121	4,976 Added 17.23%	33,855 $1.22 Million
Q3 2021 Dec 03, 2021	BUY	$36.52 - $36.95 $214,007 - $216,527	5,860 Added 25.46%	28,879 $1.06 Million
Q2 2021 Aug 17, 2021	BUY	$36.19 - $36.73 $540,678 - $548,746	14,940 Added 184.92%	23,019 $843,000
Q1 2021 May 24, 2021	BUY	$36.13 - $37.14 $291,894 - $300,054	8,079 New	8,079 $293,000

Others Institutions Holding SPIB

# of Institutions

557

Shares Held

219M

Call Options Held

300

Put Options Held

View Full List

About SPDR PORTFOLIO INTERMEDIATE TE

Ticker SPIB
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Kingsview Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History