Polaris Wealth Advisory Group, LLC Spdr Portfolio Intermediate Te Transaction History

Polaris Wealth Advisory Group, LLC

$1.3 Billion
Q3 2023

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 18, 2021	SELL	$36.52 - $36.95 $9.35 Million - $9.46 Million	-256,151 Closed	0 $0
Q2 2021 Jul 23, 2021	SELL	$36.19 - $36.73 $97,025 - $98,473	-2,681 Reduced 1.04%	256,151 $9.38 Million
Q1 2021 Apr 19, 2021	SELL	$36.13 - $37.14 $659,264 - $677,693	-18,247 Reduced 6.59%	258,832 $9.41 Million
Q4 2020 Jan 25, 2021	BUY	$36.68 - $37.18 $834,433 - $845,807	22,749 Added 8.94%	277,079 $10.2 Million
Q3 2020 Oct 15, 2020	SELL	$36.54 - $37.05 $2.95 Million - $2.99 Million	-80,747 Reduced 24.1%	254,330 $9.34 Million
Q2 2020 Jul 13, 2020	SELL	$33.74 - $36.53 $21.8 Million - $23.6 Million	-645,224 Reduced 65.82%	335,077 $12.2 Million
Q1 2020 Apr 09, 2020	BUY	$30.81 - $36.22 $24.7 Million - $29 Million	801,122 Added 447.11%	980,301 $33.3 Million
Q4 2019 Jan 29, 2020	BUY	$35.06 - $35.42 $45,788 - $46,258	1,306 Added 0.73%	179,179 $6.35 Million
Q3 2019 Oct 09, 2019	BUY	$34.9 - $35.28 $5.13 Million - $5.19 Million	147,000 Added 476.14%	177,873 $6.28 Million
Q2 2019 Jul 25, 2019	BUY	N/A	2,666 Added 9.45%	30,873 $1.08 Million
Q1 2019 Apr 09, 2019	SELL	N/A	-2,949 Reduced 9.47%	28,207 $959,000
Q4 2018 Jan 17, 2019	SELL	N/A	-2,587 Reduced 7.67%	31,156 $1.03 Million
Q3 2018 Oct 19, 2018	SELL	N/A	-6,958 Reduced 17.1%	33,743 $1.12 Million
Q1 2018 Apr 09, 2018	BUY	N/A	40,701 New	40,701 $1.37 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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