Wbi Investments, Inc. Spdr Portfolio Intermediate Te Transaction History

Wbi Investments, Inc.

$402 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 25, 2022	SELL	$32.03 - $34.08 $267,354 - $284,465	-8,347 Closed	0 $0
Q1 2022 May 02, 2022	SELL	$33.91 - $36.04 $7,324 - $7,784	-216 Reduced 2.52%	8,347 $281,000
Q4 2021 Jan 28, 2022	BUY	$35.97 - $36.6 $575 - $585	16 Added 0.19%	8,563 $304,000
Q3 2021 Nov 09, 2021	SELL	$36.52 - $36.95 $22,350 - $22,613	-612 Reduced 6.68%	8,547 $304,000
Q2 2021 Aug 13, 2021	BUY	$36.19 - $36.73 $330,957 - $335,895	9,145 Added 65321.43%	9,159 $336,000
Q2 2021 Aug 09, 2021	BUY	$36.19 - $36.73 $506 - $514	14 New	14 $336,000
Q1 2018 May 10, 2018	SELL	N/A	-93,722 Closed	0 $0
Q4 2017 Feb 08, 2018	BUY	N/A	93,722 New	93,722 $3.21 Million
Q3 2017 Nov 13, 2017	SELL	N/A	-118,357 Closed	0 $0
Q2 2017 Aug 10, 2017	BUY	N/A	118,357	118,357 $4.07 Million

Others Institutions Holding SPIB

# of Institutions

557

Shares Held

219M

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

$1.15 Billion
0.54% of portfolio
Envestnet Asset Management Inc

10.1M
Shares

$333 Million
0.11% of portfolio
Creative Planning Overland Park, KS

6.93M
Shares

$228 Million
0.23% of portfolio
Wells Fargo & Company San Francisco, CA

5.05M
Shares

$166 Million
0.04% of portfolio

About SPDR PORTFOLIO INTERMEDIATE TE

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