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

Wbi Investments, Inc.

$404 Million
Q2 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

429

Shares Held

327M

Call Options Held

26.8K

Put Options Held

1.2K

State Street Corp Boston, MA

54.9M
Shares

$1.61 Billion
0.07% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

41.2M
Shares

$1.21 Billion
2.5% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

39.8M
Shares

$1.17 Billion
0.47% of portfolio
Bank Of America Corp Charlotte, NC

17.9M
Shares

$525 Million
0.04% of portfolio
Goldman Sachs Group Inc New York, NY

14.1M
Shares

$415 Million
0.07% of portfolio

About SPDR PORTFOLIO LONG TERM TREAS

Ticker SPTL
Sector ETFs
Industry ETFs

More about SPTL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wbi Investments, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wbi Investments, Inc. with notifications on news.