Kowal Investment Group, LLC Spdr Portfolio Intermediate Te Transaction History

Kowal Investment Group, LLC

$538 Million
Q3 2024

A detailed history of Kowal Investment Group, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Kowal Investment Group, LLC holds 72,021 shares of SPIB stock, worth $2.38 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

72,021

Previous 58,003 24.17%

Holding current value

$2.38 Million

Previous $1.89 Million 28.55%

% of portfolio

0.45%

Previous 0.38%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$32.36 - $33.78 $453,622 - $473,528	14,018 Added 24.17%	72,021 $2.43 Million
Q2 2024 Aug 13, 2024	BUY	$32.02 - $32.68 $237,332 - $242,224	7,412 Added 14.65%	58,003 $1.89 Million
Q1 2024 Apr 18, 2024	SELL	$32.38 - $32.91 $544,890 - $553,809	-16,828 Reduced 24.96%	50,591 $1.65 Million
Q4 2023 Jan 22, 2024	BUY	$30.91 - $32.89 $125,309 - $133,336	4,054 Added 6.4%	67,419 $2.21 Million
Q3 2023 Oct 25, 2023	BUY	$31.4 - $32.25 $517,189 - $531,189	16,471 Added 35.12%	63,365 $1.99 Million
Q2 2023 Jul 18, 2023	SELL	$31.95 - $32.66 $401,994 - $410,928	-12,582 Reduced 21.15%	46,894 $1.51 Million
Q1 2023 Apr 21, 2023	BUY	$31.67 - $32.83 $491,993 - $510,014	15,535 Added 35.35%	59,476 $1.93 Million
Q4 2022 Jan 25, 2023	BUY	$30.74 - $32.36 $229,412 - $241,502	7,463 Added 20.46%	43,941 $0
Q3 2022 Nov 09, 2022	BUY	$31.11 - $33.37 $1.13 Million - $1.22 Million	36,478 New	36,478 $1.14 Million
Q4 2021 Feb 11, 2022	SELL	$35.97 - $36.6 $16,474 - $16,762	-458 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	$36.52 - $36.95 $16,726 - $16,923	458 New	458 $17,000

Others Institutions Holding SPIB

# of Institutions

536

Shares Held

214M

Call Options Held

300

Put Options Held

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About SPDR PORTFOLIO INTERMEDIATE TE

Ticker SPIB
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Kowal Investment Group, LLC Spdr Portfolio Intermediate Te Transaction History