Round Rock Advisors, LLC Spdr Portfolio Intermediate Te Transaction History

Round Rock Advisors, LLC

$426 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 25, 2021	SELL	$36.52 - $36.95 $222,224 - $224,840	-6,085 Closed	0 $0
Q4 2020 Feb 19, 2021	BUY	$36.68 - $37.18 $223,197 - $226,240	6,085 New	6,085 $226,000

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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