Teamwork Financial Advisors, LLC Spdr Portfolio Intermediate Te Transaction History

Teamwork Financial Advisors, LLC

$648 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 12, 2021	SELL	N/A	-20,481 Closed	0 $0
Q4 2020 Feb 08, 2021	BUY	N/A	1,712 Added 9.12%	20,481 $761,000
Q3 2020 Oct 15, 2020	BUY	N/A	18,769 New	18,769 $690,000

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
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