Ota Financial Group L.P. Spdr Portfolio Intermediate Te Transaction History

Ota Financial Group L.P.

$143 Million
Q2 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 14, 2021	SELL	$36.13 - $37.14 $933,310 - $959,400	-25,832 Closed	0 $0
Q4 2020 Jan 20, 2021	BUY	$36.68 - $37.18 $947,517 - $960,433	25,832 New	25,832 $960,000

Others Institutions Holding SPIB

# of Institutions

535

Shares Held

214M

Call Options Held

300

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

44.6M
Shares

$1.46 Billion
0.29% of portfolio
Lpl Financial LLC Fort Mill, SC

35M
Shares

$1.14 Billion
0.54% of portfolio
Envestnet Asset Management Inc

10.1M
Shares

$331 Million
0.11% of portfolio
Creative Planning Overland Park, KS

6.93M
Shares

$227 Million
0.23% of portfolio
Wells Fargo & Company San Francisco, CA

5.05M
Shares

$165 Million
0.04% of portfolio

About SPDR PORTFOLIO INTERMEDIATE TE

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