Level Financial Advisors, Inc. Spdr Portfolio Intermediate Te Transaction History

Level Financial Advisors, Inc.

$243 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 23, 2023	BUY	$30.74 - $32.36 $5,963 - $6,277	194 New	194 $0
Q2 2022 Aug 10, 2022	BUY	$32.03 - $34.08 $10,441 - $11,110	326 New	326 $11,000

Others Institutions Holding SPIB

# of Institutions

540

Shares Held

216M

Call Options Held

300

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

44.6M
Shares

$1.46 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

$331 Million
0.11% of portfolio
Creative Planning Overland Park, KS

6.93M
Shares

$227 Million
0.23% of portfolio
Wells Fargo & Company San Francisco, CA

5.05M
Shares

$165 Million
0.04% of portfolio

About SPDR PORTFOLIO INTERMEDIATE TE

Ticker SPIB
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