Tiedemann Advisors, LLC Spdr Portfolio Intermediate Te Transaction History

Tiedemann Advisors, LLC

$2.31 Billion
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 26, 2023	SELL	$31.67 - $32.83 $496,585 - $514,774	-15,680 Reduced 50.29%	15,500 $503,000
Q4 2022 Feb 08, 2023	BUY	$30.74 - $32.36 $958,473 - $1.01 Million	31,180 New	31,180 $992,000

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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