Mgo One Seven LLC Spdr Portfolio Intermediate Te Transaction History

Mgo One Seven LLC

$2.26 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 10, 2022	SELL	$32.03 - $34.08 $1.02 Million - $1.08 Million	-31,786 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$33.91 - $36.04 $7,426 - $7,892	219 Added 0.69%	31,786 $1.09 Million
Q4 2021 Feb 09, 2022	BUY	$35.97 - $36.6 $161,073 - $163,894	4,478 Added 16.53%	31,567 $1.14 Million
Q3 2021 Nov 09, 2021	SELL	$36.52 - $36.95 $19,282 - $19,509	-528 Reduced 1.91%	27,089 $983,000
Q2 2021 Jul 29, 2021	BUY	$36.19 - $36.73 $689,564 - $699,853	19,054 Added 222.52%	27,617 $1.01 Million
Q1 2021 Apr 29, 2021	BUY	$36.13 - $37.14 $309,381 - $318,029	8,563 New	8,563 $310,000
Q1 2019 Apr 09, 2019	SELL	N/A	-50 Closed	0 $0
Q4 2018 Jan 24, 2019	BUY	N/A	50 New	50 $1,000

Others Institutions Holding SPIB

# of Institutions

536

Shares Held

214M

Call Options Held

300

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

44.6M
Shares

$1.47 Billion
0.29% of portfolio
Lpl Financial LLC Fort Mill, SC

35M
Shares

$1.16 Billion
0.54% of portfolio
Envestnet Asset Management Inc

10.1M
Shares

$334 Million
0.11% of portfolio
Creative Planning Overland Park, KS

6.93M
Shares

$229 Million
0.23% of portfolio
Wells Fargo & Company San Francisco, CA

5.05M
Shares

$167 Million
0.04% of portfolio

About SPDR PORTFOLIO INTERMEDIATE TE

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