Moneta Group Investment Advisors LLC Spdr Portfolio Intermediate Te Transaction History

Moneta Group Investment Advisors LLC

$5.03 Billion
Q4 2023

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Nov 13, 2018	SELL	N/A	-10,305 Closed	0 $0
Q2 2018 Aug 15, 2018	BUY	N/A	10,217 Added 11610.23%	10,305 $343,000
Q2 2018 Aug 14, 2018	BUY	N/A	88 New	88 $3,000

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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