Wealthsource Partners, LLC Spdr Portfolio Intermediate Te Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Wealthsource Partners, LLC holds 191,214 shares of SPIB stock, worth $6.25 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
191,214
Previous 212,388 9.97%
Holding current value
$6.25 Million
Previous $6.68 Million 6.02%
% of portfolio
0.41%
Previous 0.46%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024
SELL
$30.91 - $32.89 $654,488 - $696,412
-21,174 Reduced 9.97%
191,214 $6.28 Million
Q3 2023

Nov 09, 2023
BUY
$31.4 - $32.25 $6.67 Million - $6.85 Million
212,388 New
212,388 $6.68 Million
Q3 2022

Nov 14, 2022
BUY
N/A
127,775 New
127,775 $4 Million
Q2 2022

Aug 10, 2022
SELL
N/A
-13,999 Closed
0 $0
Q1 2022

May 09, 2022
SELL
N/A
-29,484 Reduced 67.81%
13,999 $478,000
Q4 2021

Feb 14, 2022
SELL
N/A
-10,921 Reduced 20.07%
43,483 $1.57 Million
Q3 2021

Nov 18, 2021
SELL
N/A
-18,103 Reduced 24.97%
54,404 $1.99 Million
Q2 2021

Nov 18, 2021
SELL
N/A
-242,513 Reduced 76.98%
72,507 $2.66 Million
Q1 2021

Jun 21, 2021
SELL
N/A
-101,906 Reduced 24.44%
315,020 $11.4 Million
Q4 2020

Feb 12, 2021
BUY
N/A
139,311 Added 50.18%
416,926 $15.5 Million
Q3 2020

Nov 16, 2020
BUY
N/A
10,284 Added 3.85%
277,615 $0
Q2 2020

Aug 17, 2020
SELL
N/A
-280,885 Reduced 51.24%
267,331 $9.77 Million
Q1 2020

May 12, 2020
BUY
N/A
61,195 Added 12.57%
548,216 $18.6 Million
Q4 2019

Feb 12, 2020
BUY
N/A
342,538 Added 237.08%
487,021 $17.2 Million
Q3 2019

Nov 15, 2019
BUY
N/A
54,451 Added 60.48%
144,483 $5.1 Million
Q2 2019

Aug 09, 2019
BUY
N/A
48,655 Added 117.59%
90,032 $3.15 Million
Q1 2019

May 16, 2019
BUY
N/A
20,777 Added 100.86%
41,377 $1.41 Million
Q4 2018

Feb 06, 2019
BUY
N/A
139 Added 0.68%
20,600 $681,000
Q3 2018

Nov 13, 2018
SELL
N/A
-216 Reduced 1.04%
20,461 $681,000
Q2 2018

Aug 14, 2018
SELL
N/A
-10,993 Reduced 34.71%
20,677 $688,000
Q1 2018

Apr 16, 2018
BUY
N/A
31,670 New
31,670 $1.06 Million

Others Institutions Holding SPIB

# of Institutions
513
Shares Held
208M
Call Options Held
100
Put Options Held
0
View Full List

About SPDR PORTFOLIO INTERMEDIATE TE

SPIB Quotes by TradingView
  • Ticker SPIB
  • Sector ETFs
  • Industry ETFs
More about SPIB
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