Marino, Stram & Associates LLC Spdr Portfolio Intermediate Te Transaction History

Marino, Stram & Associates LLC

$420 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Aug 14, 2018	SELL	N/A	-619 Closed	0 $0
Q1 2018 May 15, 2018	BUY	N/A	75 Added 13.79%	619 $0
Q4 2017 Mar 09, 2018	BUY	N/A	544	544 $19,000

Others Institutions Holding SPIB

# of Institutions

513

Shares Held

208M

Call Options Held

100

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

30.9M
Shares

$1.01 Billion
0.24% of portfolio
Lpl Financial LLC Fort Mill, SC

29.3M
Shares

$958 Million
0.53% of portfolio
Ge Investment Management Corp. Norwalk, CT

15.8M
Shares

$517 Million
49.05% of portfolio
Charles Schwab Investment Advisory, Inc. San Francisco, CA

12.5M
Shares

$408 Million
0.56% of portfolio
Wells Fargo & Company San Francisco, CA

8.52M
Shares

$278 Million
0.07% of portfolio

About SPDR PORTFOLIO INTERMEDIATE TE

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