Wbi Investments, Inc. Spdr Portfolio Long Term Treas Transaction History

Wbi Investments, Inc.

$402 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 25, 2022	BUY	$31.38 - $37.78 $19.2 Million - $23.1 Million	610,287 Added 857.23%	681,480 $22.5 Million
Q1 2022 May 02, 2022	BUY	$36.82 - $41.14 $2.62 Million - $2.93 Million	71,193 New	71,193 $2.53 Million
Q4 2020 Feb 04, 2021	SELL	$44.43 - $46.75 $46.2 Million - $48.6 Million	-1,039,905 Closed	0 $0
Q3 2020 Nov 06, 2020	BUY	$46.15 - $48.99 $48 Million - $50.9 Million	1,039,905 New	1,039,905 $48.6 Million
Q2 2020 Aug 11, 2020	SELL	$44.77 - $48.87 $49.2 Million - $53.7 Million	-1,098,659 Closed	0 $0
Q1 2020 May 08, 2020	BUY	$39.27 - $49.27 $43.1 Million - $54.1 Million	1,098,659 New	1,098,659 $51.9 Million
Q1 2018 May 10, 2018	SELL	N/A	-384,225 Closed	0 $0
Q4 2017 Feb 08, 2018	BUY	N/A	384,225	384,225 $14.1 Million

Others Institutions Holding SPTL

# of Institutions

463

Shares Held

355M

Call Options Held

264K

Put Options Held

19K

State Street Corp Boston, MA

54.9M
Shares

$1.48 Billion
0.07% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

47.9M
Shares

$1.29 Billion
0.57% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

43.1M
Shares

$1.16 Billion
2.57% of portfolio
Bank Of America Corp Charlotte, NC

16.8M
Shares

$452 Million
0.04% of portfolio
Envestnet Asset Management Inc

14.8M
Shares

$399 Million
0.14% of portfolio

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