Money Concepts Capital Corp Spdr Portfolio Intermediate Te Transaction History

Money Concepts Capital Corp

$1.25 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 12, 2024	SELL	$30.91 - $32.89 $203,047 - $216,054	-6,569 Reduced 4.96%	125,855 $4.13 Million
Q3 2023 Oct 31, 2023	BUY	$31.4 - $32.25 $455,237 - $467,560	14,498 Added 12.29%	132,424 $4.16 Million
Q2 2023 Jul 31, 2023	BUY	$31.95 - $32.66 $3.32 Million - $3.39 Million	103,898 Added 740.65%	117,926 $3.79 Million
Q1 2023 May 01, 2023	SELL	$31.67 - $32.83 $3.35 Million - $3.47 Million	-105,695 Reduced 88.28%	14,028 $455,000
Q3 2022 Oct 27, 2022	BUY	$31.11 - $33.37 $4.39 Million - $4.71 Million	141,177 Added 19365.84%	141,906 $4.44 Million
Q2 2022 Jul 18, 2022	SELL	$32.03 - $34.08 $19,666 - $20,925	-614 Reduced 45.72%	729 $24,000
Q1 2022 May 13, 2022	BUY	$33.91 - $36.04 $19,226 - $20,434	567 Added 73.07%	1,343 $46,000
Q4 2020 May 17, 2021	BUY	$36.68 - $37.18 $28,463 - $28,851	776 New	776 $29,000

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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