Spire Wealth Management Spdr Portfolio Intermediate Te Transaction History

Spire Wealth Management

$2.95 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 31, 2024	SELL	$32.02 - $32.68 $6,243 - $6,372	-195 Reduced 80.25%	48 $1,000
Q4 2023 Feb 06, 2024	BUY	$30.91 - $32.89 $7,511 - $7,992	243 New	243 $7,000
Q1 2023 May 09, 2023	BUY	$31.67 - $32.83 $823 - $853	26 New	26 $0
Q2 2022 Jul 22, 2022	SELL	$32.03 - $34.08 $20,851 - $22,186	-651 Reduced 86.68%	100 $3,000
Q1 2022 Apr 18, 2022	BUY	$33.91 - $36.04 $19,939 - $21,191	588 Added 360.74%	751 $26,000
Q4 2021 Jan 14, 2022	BUY	$35.97 - $36.6 $1,978 - $2,013	55 Added 50.93%	163 $6,000
Q3 2021 Oct 22, 2021	SELL	$36.52 - $36.95 $7,450 - $7,537	-204 Reduced 65.38%	108 $4,000
Q2 2021 Jul 26, 2021	BUY	$36.19 - $36.73 $9,300 - $9,439	257 Added 467.27%	312 $11,000
Q1 2021 May 21, 2021	BUY	$36.13 - $37.14 $1,987 - $2,042	55 New	55 $2,000

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

$1.46 Billion
0.29% of portfolio
Lpl Financial LLC Fort Mill, SC

35M
Shares

$1.14 Billion
0.54% of portfolio
Envestnet Asset Management Inc

10.1M
Shares

$331 Million
0.11% of portfolio
Creative Planning Overland Park, KS

6.93M
Shares

$227 Million
0.23% of portfolio
Wells Fargo & Company San Francisco, CA

5.05M
Shares

$165 Million
0.04% of portfolio

About SPDR PORTFOLIO INTERMEDIATE TE

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