One Advisory Partners, LLC Spdr Portfolio Intermediate Te Transaction History

One Advisory Partners, LLC

$200 Million
Q1 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 19, 2021	SELL	N/A	-9,216 Closed	0 $0
Q4 2020 Jan 19, 2021	SELL	N/A	-1,579 Reduced 14.63%	9,216 $343,000
Q3 2020 Oct 19, 2020	SELL	N/A	-6,339 Reduced 37.0%	10,795 $397,000
Q2 2020 Sep 29, 2020	BUY	N/A	17,134 New	17,134 $626,000

Others Institutions Holding SPIB

# of Institutions

512

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

$959 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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