Spectrum Planning & Advisory Services Inc. Spdr Portfolio Intermediate Te Transaction History

Spectrum Planning & Advisory Services Inc.

$101 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 27, 2021	SELL	$36.13 - $37.14 $3.73 Million - $3.83 Million	-103,139 Closed	0 $0
Q4 2020 Feb 02, 2021	BUY	$36.68 - $37.18 $3.78 Million - $3.83 Million	103,139 New	103,139 $3.84 Million

Others Institutions Holding SPIB

# of Institutions

536

Shares Held

214M

Call Options Held

300

Put Options Held

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

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About SPDR PORTFOLIO INTERMEDIATE TE

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