Phillips Financial Management, LLC Spdr Portfolio Intermediate Te Transaction History

Phillips Financial Management, LLC

  • $1.18 Billion
  • Q2 2024

A detailed history of Phillips Financial Management, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Phillips Financial Management, LLC holds 7,272 shares of SPIB stock, worth $242,884. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,272
Previous 10,500 30.74%
Holding current value
$242,884
Previous $343,000 31.2%
% of portfolio
0.02%
Previous 0.03%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
SELL
$32.02 - $32.68 $103,360 - $105,491
-3,228 Reduced 30.74%
7,272 $236,000
Q1 2024

Apr 23, 2024
BUY
$32.38 - $32.91 $1,165 - $1,184
36 Added 0.34%
10,500 $343,000
Q4 2023

Jan 25, 2024
SELL
$30.91 - $32.89 $2,596 - $2,762
-84 Reduced 0.8%
10,464 $343,000
Q3 2023

Nov 09, 2023
BUY
$31.4 - $32.25 $44,399 - $45,601
1,414 Added 15.48%
10,548 $331,000
Q2 2023

Aug 11, 2023
BUY
$31.95 - $32.66 $1,437 - $1,469
45 Added 0.5%
9,134 $293,000
Q1 2023

May 08, 2023
SELL
$31.67 - $32.83 $4,972 - $5,154
-157 Reduced 1.7%
9,089 $295,000
Q4 2022

Jan 24, 2023
SELL
$30.74 - $32.36 $52,965 - $55,756
-1,723 Reduced 15.71%
9,246 $0
Q3 2022

Nov 08, 2022
SELL
$31.11 - $33.37 $29,523 - $31,668
-949 Reduced 7.96%
10,969 $344,000
Q2 2022

Jul 22, 2022
BUY
$32.03 - $34.08 $1,089 - $1,158
34 Added 0.29%
11,918 $389,000
Q1 2022

May 06, 2022
BUY
$33.91 - $36.04 $25,398 - $26,993
749 Added 6.73%
11,884 $406,000
Q4 2021

Feb 07, 2022
SELL
$35.97 - $36.6 $22,553 - $22,948
-627 Reduced 5.33%
11,135 $403,000
Q3 2021

Nov 09, 2021
SELL
$36.52 - $36.95 $31,115 - $31,481
-852 Reduced 6.75%
11,762 $430,000
Q2 2021

Aug 10, 2021
SELL
$36.19 - $36.73 $51,136 - $51,899
-1,413 Reduced 10.07%
12,614 $463,000
Q1 2021

May 17, 2021
SELL
$36.13 - $37.14 $97,514 - $100,240
-2,699 Reduced 16.14%
14,027 $508,000
Q4 2020

Feb 16, 2021
SELL
$36.68 - $37.18 $17,569 - $17,809
-479 Reduced 2.78%
16,726 $622,000
Q3 2020

Nov 06, 2020
BUY
$36.54 - $37.05 $2,046 - $2,074
56 Added 0.33%
17,205 $632,000
Q2 2020

Aug 07, 2020
SELL
$33.74 - $36.53 $16,633 - $18,009
-493 Reduced 2.79%
17,149 $626,000
Q1 2020

May 15, 2020
SELL
$30.81 - $36.22 $139,446 - $163,931
-4,526 Reduced 20.42%
17,642 $595,000
Q4 2019

Feb 19, 2020
BUY
$35.06 - $35.42 $5,399 - $5,454
154 Added 0.7%
22,168 $783,000
Q3 2019

Nov 12, 2019
SELL
$34.9 - $35.28 $194,881 - $197,003
-5,584 Reduced 20.23%
22,014 $777,000
Q2 2019

Aug 06, 2019
BUY
N/A
147 Added 0.54%
27,598 $962,000
Q1 2019

May 07, 2019
SELL
N/A
-805 Reduced 2.85%
27,451 $933,000
Q4 2018

Feb 04, 2019
SELL
N/A
-4,935 Reduced 14.87%
28,256 $934,000
Q3 2018

Nov 14, 2018
BUY
N/A
171 Added 0.52%
33,191 $1.1 Million
Q2 2018

Aug 09, 2018
BUY
N/A
102 Added 0.31%
33,020 $1.1 Million
Q1 2018

May 11, 2018
SELL
N/A
-437 Reduced 1.31%
32,918 $1.1 Million
Q4 2017

Feb 01, 2018
SELL
N/A
-422 Reduced 1.25%
33,355 $1.14 Million
Q3 2017

Nov 14, 2017
SELL
N/A
-821 Reduced 2.37%
33,777 $1.17 Million
Q2 2017

Aug 11, 2017
BUY
N/A
34,598
34,598 $1.19 Million

Others Institutions Holding SPIB

# of Institutions
526
Shares Held
197M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR PORTFOLIO INTERMEDIATE TE

SPIB Quotes by TradingView
  • Ticker SPIB
  • Sector ETFs
  • Industry ETFs
More about SPIB
Track This Portfolio

Track Phillips Financial Management, LLC Portfolio

Follow Phillips Financial Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Phillips Financial Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Phillips Financial Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email