Modern Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History

Modern Wealth Management, LLC

$3.04 Billion
Q1 2025

A detailed history of Modern Wealth Management, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Modern Wealth Management, LLC holds 10,880 shares of SPIB stock, worth $365,676. This represents 0.01% of its overall portfolio holdings.

Number of Shares

10,880

Previous 10,880 -0.0%

Holding current value

$365,676

Previous $362 Million 99.9%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$32.5 - $33.3 $66,722 - $68,364	-2,053 Reduced 15.87%	10,880 $362 Million
Q4 2024 May 30, 2025	BUY	$32.65 - $33.68 $91,746 - $94,640	2,810 Added 25.83%	13,690 $448,000
Q4 2024 May 29, 2025	BUY	$32.65 - $33.68 $91,746 - $94,640	2,810 Added 25.83%	13,690 $448,000
Q4 2024 Feb 11, 2025	BUY	$32.65 - $33.68 $41,367 - $42,672	1,267 Added 10.86%	12,933 $425 Million
Q3 2024 May 30, 2025	BUY	$32.36 - $33.78 $1,197 - $1,249	37 Added 0.34%	10,917 $368,000
Q3 2024 May 29, 2025	BUY	$32.36 - $33.78 $1,197 - $1,249	37 Added 0.34%	10,917 $368,000
Q3 2024 Nov 05, 2024	BUY	$32.36 - $33.78 $377,511 - $394,077	11,666 New	11,666 $393 Million

Others Institutions Holding SPIB

# of Institutions

627

Shares Held

261M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO INTERMEDIATE TE

Ticker SPIB
Sector ETFs
Industry ETFs

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Modern Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History