Smart Money Group LLC Spdr Portfolio Intermediate Te Transaction History

Smart Money Group LLC

$237 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Jan 27, 2021	SELL	N/A	-46,230 Closed	0 $0
Q3 2020 Oct 29, 2020	BUY	N/A	33,943 Added 276.25%	46,230 $1.7 Million
Q2 2020 Jul 29, 2020	BUY	N/A	12,287 New	12,287 $448,000

Others Institutions Holding SPIB

# of Institutions

516

Shares Held

210M

Call Options Held

100

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

30.9M
Shares

$1.01 Billion
0.24% of portfolio
Lpl Financial LLC Fort Mill, SC

29.3M
Shares

$962 Million
0.53% of portfolio
Ge Investment Management Corp. Norwalk, CT

15.8M
Shares

$519 Million
49.05% of portfolio
Charles Schwab Investment Advisory, Inc. San Francisco, CA

12.5M
Shares

$410 Million
0.56% of portfolio
Wells Fargo & Company San Francisco, CA

8.52M
Shares

$279 Million
0.07% of portfolio

About SPDR PORTFOLIO INTERMEDIATE TE

Ticker SPIB
Sector ETFs
Industry ETFs

More about SPIB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Smart Money Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Smart Money Group LLC with notifications on news.