Valeo Financial Advisors, LLC Spdr Portfolio Intermediate Te Transaction History

Valeo Financial Advisors, LLC

$3.81 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 22, 2021	SELL	$36.19 - $36.73 $1,013 - $1,028	-28 Closed	0 $0
Q3 2020 Oct 28, 2020	SELL	$36.54 - $37.05 $3,982 - $4,038	-109 Reduced 79.56%	28 $1,000
Q2 2020 Jul 20, 2020	BUY	$33.74 - $36.53 $4,622 - $5,004	137 New	137 $5,000
Q1 2020 Apr 13, 2020	SELL	$30.81 - $36.22 $4,405 - $5,179	-143 Closed	0 $0
Q4 2019 Jan 24, 2020	BUY	$35.06 - $35.42 $70 - $70	2 Added 1.42%	143 $5,000
Q3 2019 Oct 15, 2019	BUY	$34.9 - $35.28 $34 - $35	1 Added 0.71%	141 $5,000
Q2 2019 Jul 10, 2019	BUY	N/A	1 Added 0.72%	140 $5,000
Q1 2019 Apr 12, 2019	BUY	N/A	1 Added 0.72%	139 $5,000
Q4 2018 Jan 30, 2019	SELL	N/A	-133 Reduced 49.08%	138 $5,000
Q3 2018 Nov 01, 2018	BUY	N/A	137 Added 102.24%	271 $9,000
Q4 2017 Feb 09, 2018	BUY	N/A	134	134 $5,000

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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