Strategic Blueprint, LLC Spdr Portfolio Intermediate Te Transaction History

Strategic Blueprint, LLC

$1.49 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 12, 2021	SELL	$36.52 - $36.95 $243,917 - $246,789	-6,679 Closed	0 $0
Q2 2021 Aug 12, 2021	SELL	$36.19 - $36.73 $86,964 - $88,262	-2,403 Reduced 26.46%	6,679 $0
Q1 2021 May 10, 2021	SELL	$36.13 - $37.14 $1.15 Million - $1.18 Million	-31,901 Reduced 77.84%	9,082 $329,000
Q4 2020 Jan 26, 2021	BUY	$36.68 - $37.18 $281,812 - $285,653	7,683 Added 23.07%	40,983 $1.52 Million
Q3 2020 Oct 27, 2020	BUY	$36.54 - $37.05 $105,856 - $107,333	2,897 Added 9.53%	33,300 $1.22 Million
Q2 2020 Jul 20, 2020	BUY	$33.74 - $36.53 $1.03 Million - $1.11 Million	30,403 New	30,403 $1.11 Million
Q4 2019 Jan 10, 2020	SELL	$35.06 - $35.42 $4,277 - $4,321	-122 Closed	0 $0
Q3 2019 Oct 16, 2019	BUY	$34.9 - $35.28 $4,257 - $4,304	122 New	122 $4,000

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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