Sowell Financial Services LLC Spdr Portfolio Intermediate Te Transaction History

Sowell Financial Services LLC

$2.1 Billion
Q3 2024

A detailed history of Sowell Financial Services LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Sowell Financial Services LLC holds 24,779 shares of SPIB stock, worth $815,724. This represents 0.04% of its overall portfolio holdings.

Number of Shares

24,779

Previous 16,006 54.81%

Holding current value

$815,724

Previous $521,000 60.27%

% of portfolio

0.04%

Previous 0.03%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 04, 2024	BUY	$32.36 - $33.78 $283,894 - $296,351	8,773 Added 54.81%	24,779 $835,000
Q2 2024 Aug 13, 2024	BUY	$32.02 - $32.68 $146,619 - $149,641	4,579 Added 40.07%	16,006 $521,000
Q1 2024 May 03, 2024	SELL	$32.38 - $32.91 $115,467 - $117,357	-3,566 Reduced 23.78%	11,427 $373,000
Q4 2023 Jan 24, 2024	BUY	$30.91 - $32.89 $151,860 - $161,588	4,913 Added 48.74%	14,993 $492,000
Q3 2023 Nov 08, 2023	SELL	$31.4 - $32.25 $20,849 - $21,414	-664 Reduced 6.18%	10,080 $317,000
Q2 2023 Aug 14, 2023	BUY	$31.95 - $32.66 $343,270 - $350,899	10,744 New	10,744 $344,000
Q4 2022 Feb 09, 2023	BUY	$30.74 - $32.36 $373,306 - $392,979	12,144 New	12,144 $387,000
Q2 2021 Aug 05, 2021	SELL	$36.19 - $36.73 $955,886 - $970,149	-26,413 Closed	0 $0
Q1 2021 May 07, 2021	SELL	$36.13 - $37.14 $49,064 - $50,436	-1,358 Reduced 4.89%	26,413 $964,000
Q4 2020 Jan 13, 2021	SELL	$36.68 - $37.18 $120,677 - $122,322	-3,290 Reduced 10.59%	27,771 $1.03 Million
Q3 2020 Nov 12, 2020	SELL	$36.54 - $37.05 $96,757 - $98,108	-2,648 Reduced 7.86%	31,061 $1.14 Million
Q2 2020 Aug 13, 2020	BUY	$33.74 - $36.53 $546,655 - $591,859	16,202 Added 92.55%	33,709 $1.23 Million
Q1 2020 May 12, 2020	BUY	$30.81 - $36.22 $177,619 - $208,808	5,765 Added 49.1%	17,507 $595,000
Q4 2019 Feb 07, 2020	BUY	$35.06 - $35.42 $287,772 - $290,727	8,208 Added 232.26%	11,742 $0
Q3 2019 Nov 14, 2019	BUY	$34.9 - $35.28 $123,336 - $124,679	3,534 New	3,534 $125,000

Others Institutions Holding SPIB

# of Institutions

533

Shares Held

214M

Call Options Held

300

Put Options Held

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About SPDR PORTFOLIO INTERMEDIATE TE

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Sowell Financial Services LLC Spdr Portfolio Intermediate Te Transaction History