Sargent Bickham Lagudis LLC Spdr Portfolio Intermediate Te Transaction History

Sargent Bickham Lagudis LLC

$1.22 Billion
Q4 2022

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 13, 2022	SELL	$32.03 - $34.08 $5,893 - $6,270	-184 Closed	0 $0
Q1 2022 Apr 27, 2022	SELL	$33.91 - $36.04 $38,996 - $41,446	-1,150 Reduced 86.21%	184 $6,000
Q4 2021 Jan 18, 2022	BUY	$35.97 - $36.6 $4,712 - $4,794	131 Added 10.89%	1,334 $48,000
Q3 2021 Nov 05, 2021	BUY	$36.52 - $36.95 $37,213 - $37,652	1,019 Added 553.8%	1,203 $44,000
Q2 2021 Jul 19, 2021	BUY	$36.19 - $36.73 $6,658 - $6,758	184 New	184 $7,000
Q1 2020 Sep 07, 2021	SELL	$30.81 - $36.22 $369 - $434	-12 Closed	0 $0
Q4 2019 Sep 14, 2021	BUY	$35.06 - $35.42 $420 - $425	12 New	12 $0
Q3 2019 Sep 14, 2021	SELL	$34.9 - $35.28 $767 - $776	-22 Closed	0 $0
Q2 2019 Sep 13, 2021	BUY	N/A	22 New	22 $1,000

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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