Peterson Wealth Management Spdr Portfolio Intermediate Te Transaction History

Peterson Wealth Management

$156 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 13, 2022	SELL	$31.11 - $33.37 $62,095 - $66,606	-1,996 Reduced 3.45%	55,825 $1.75 Million
Q2 2022 Aug 03, 2022	BUY	$32.03 - $34.08 $135,839 - $144,533	4,241 Added 7.92%	57,821 $1.89 Million
Q1 2022 Apr 26, 2022	SELL	$33.91 - $36.04 $929,066 - $987,423	-27,398 Reduced 33.83%	53,580 $1.83 Million
Q4 2021 Feb 09, 2022	BUY	$35.97 - $36.6 $28,560 - $29,060	794 Added 0.99%	80,978 $2.93 Million
Q3 2021 Nov 12, 2021	SELL	$36.52 - $36.95 $39,185 - $39,647	-1,073 Reduced 1.32%	80,184 $2.93 Million
Q2 2021 Aug 03, 2021	SELL	$36.19 - $36.73 $2.55 Million - $2.59 Million	-70,384 Reduced 46.41%	81,257 $2.98 Million
Q1 2021 Apr 19, 2021	SELL	$36.13 - $37.14 $412,279 - $423,804	-11,411 Reduced 7.0%	151,641 $5.5 Million
Q4 2020 Mar 10, 2021	BUY	$36.68 - $37.18 $185,160 - $187,684	5,048 Added 3.19%	163,052 $6.06 Million
Q3 2020 Nov 03, 2020	BUY	$36.54 - $37.05 $579,232 - $587,316	15,852 Added 11.15%	158,004 $5.81 Million
Q2 2020 Jul 22, 2020	SELL	$33.74 - $36.53 $6,714 - $7,269	-199 Reduced 0.14%	142,152 $5.19 Million
Q1 2020 Apr 23, 2020	SELL	$30.81 - $36.22 $94,278 - $110,833	-3,060 Reduced 2.1%	142,351 $4.84 Million
Q4 2019 Jan 17, 2020	BUY	$35.06 - $35.42 $5.1 Million - $5.15 Million	145,411 New	145,411 $5.15 Million

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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