Outlook Wealth Advisors, LLC Spdr Portfolio Intermediate Te Transaction History

Outlook Wealth Advisors, LLC

$298 Million
Q1 2025

A detailed history of Outlook Wealth Advisors, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 6,222 shares of SPIB stock, worth $209,121. This represents 0.07% of its overall portfolio holdings.

Number of Shares

6,222

Previous 11,663 46.65%

Holding current value

$209,121

Previous $382,000 46.07%

% of portfolio

0.07%

Previous 0.13%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	SELL	$32.5 - $33.3 $176,832 - $181,185	-5,441 Reduced 46.65%	6,222 $206,000
Q4 2024 Jan 14, 2025	BUY	$32.65 - $33.68 $380,796 - $392,809	11,663 New	11,663 $382,000
Q4 2022 Feb 14, 2023	BUY	$30.74 - $32.36 $30 - $32	1 Added 0.01%	7,817 $248,000
Q3 2022 Oct 25, 2022	SELL	$31.11 - $33.37 $7,061 - $7,574	-227 Reduced 2.82%	7,816 $245,000
Q2 2022 Jul 28, 2022	SELL	$32.03 - $34.08 $10,826 - $11,519	-338 Reduced 4.03%	8,043 $262,000
Q1 2022 Jul 28, 2022	BUY	$33.91 - $36.04 $18,480 - $19,641	545 Added 6.96%	8,381 $287,000
Q1 2022 May 13, 2022	SELL	$33.91 - $36.04 $20,515 - $21,804	-605 Reduced 7.17%	7,836 $268,000
Q4 2021 Jan 21, 2022	SELL	$35.97 - $36.6 $2,589 - $2,635	-72 Reduced 0.85%	8,441 $305,000
Q3 2021 Oct 22, 2021	BUY	$36.52 - $36.95 $839 - $849	23 Added 0.27%	8,513 $311,000
Q2 2021 Jul 21, 2021	SELL	$36.19 - $36.73 $4,668 - $4,738	-129 Reduced 1.5%	8,490 $312,000
Q1 2021 May 04, 2021	SELL	$36.13 - $37.14 $9,682 - $9,953	-268 Reduced 3.02%	8,619 $312,000
Q4 2020 Feb 04, 2021	SELL	$36.68 - $37.18 $5,905 - $5,985	-161 Reduced 1.78%	8,887 $330,000
Q3 2020 Nov 10, 2020	SELL	$36.54 - $37.05 $22,070 - $22,378	-604 Reduced 6.26%	9,048 $333,000
Q2 2020 Jul 17, 2020	SELL	$33.74 - $36.53 $21,559 - $23,342	-639 Reduced 6.21%	9,652 $353,000
Q1 2020 Apr 16, 2020	BUY	$30.81 - $36.22 $317,065 - $372,740	10,291 New	10,291 $350,000

Others Institutions Holding SPIB

# of Institutions

627

Shares Held

261M

Call Options Held

Put Options Held

View Full List

About SPDR PORTFOLIO INTERMEDIATE TE

Ticker SPIB
Sector ETFs
Industry ETFs

More about SPIB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Outlook Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Outlook Wealth Advisors, LLC with notifications on news.

Account

Outlook Wealth Advisors, LLC Spdr Portfolio Intermediate Te Transaction History