Vivaldi Capital Management LP Spdr Portfolio Intermediate Te Transaction History

Vivaldi Capital Management LP

$348 Million
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	BUY	$30.74 - $32.36 $3.32 Million - $3.5 Million	108,129 New	108,129 $3.44 Million

Others Institutions Holding SPIB

# of Institutions

526

Shares Held

197M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

43.4M
Shares

$1.46 Billion
0.27% of portfolio
Lpl Financial LLC Fort Mill, SC

32.5M
Shares

$1.09 Billion
0.54% of portfolio
Envestnet Asset Management Inc

8.82M
Shares

$297 Million
0.1% of portfolio
Creative Planning Overland Park, KS

7.15M
Shares

$241 Million
0.25% of portfolio
Wells Fargo & Company San Francisco, CA

5.92M
Shares

$199 Million
0.05% of portfolio

About SPDR PORTFOLIO INTERMEDIATE TE

Ticker SPIB
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