True Wealth Advisors, LLC Spdr Portfolio Intermediate Te Transaction History

True Wealth Advisors, LLC

$271 Million
Q3 2024

A detailed history of True Wealth Advisors, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, True Wealth Advisors, LLC holds 78,877 shares of SPIB stock, worth $2.61 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares

78,877

Previous 78,294 0.74%

Holding current value

$2.61 Million

Previous $2.55 Million 4.28%

% of portfolio

0.98%

Previous 1.03%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	BUY	$32.36 - $33.78 $18,865 - $19,693	583 Added 0.74%	78,877 $2.66 Million
Q2 2024 Jul 24, 2024	SELL	$32.02 - $32.68 $124,077 - $126,635	-3,875 Reduced 4.72%	78,294 $2.55 Million
Q1 2024 Apr 23, 2024	SELL	$32.38 - $32.91 $308,225 - $313,270	-9,519 Reduced 10.38%	82,169 $2.69 Million
Q4 2023 Feb 08, 2024	SELL	$30.91 - $32.89 $188,303 - $200,365	-6,092 Reduced 6.23%	91,688 $3.01 Million
Q3 2023 Nov 07, 2023	BUY	$31.4 - $32.25 $147,799 - $151,800	4,707 Added 5.06%	97,780 $3.08 Million
Q2 2023 Jul 31, 2023	BUY	$31.95 - $32.66 $692,292 - $707,676	21,668 Added 30.35%	93,073 $2.99 Million
Q1 2023 Apr 19, 2023	BUY	$31.67 - $32.83 $580,416 - $601,675	18,327 Added 34.53%	71,405 $2.32 Million
Q4 2022 Jan 23, 2023	BUY	$30.74 - $32.36 $473,857 - $498,829	15,415 Added 40.93%	53,078 $0
Q3 2022 Oct 21, 2022	BUY	$31.11 - $33.37 $963,974 - $1.03 Million	30,986 Added 464.07%	37,663 $1.18 Million
Q2 2022 Jul 27, 2022	BUY	$32.03 - $34.08 $213,864 - $227,552	6,677 New	6,677 $218,000

Others Institutions Holding SPIB

# of Institutions

536

Shares Held

214M

Call Options Held

300

Put Options Held

View Full List

About SPDR PORTFOLIO INTERMEDIATE TE

Ticker SPIB
Sector ETFs
Industry ETFs

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True Wealth Advisors, LLC Spdr Portfolio Intermediate Te Transaction History