A detailed history of Western Wealth Management, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Western Wealth Management, LLC holds 80,575 shares of SPIB stock, worth $2.63 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
80,575
Previous 77,112 4.49%
Holding current value
$2.63 Million
Previous $2.53 Million 4.03%
% of portfolio
0.21%
Previous 0.18%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024

BUY
$32.38 - $32.91 $112,131 - $113,967
3,463 Added 4.49%
80,575 $2.63 Million
Q4 2023

Jan 31, 2024

BUY
$30.91 - $32.89 $1.05 Million - $1.12 Million
34,120 Added 79.36%
77,112 $2.53 Million
Q3 2023

Nov 07, 2023

BUY
$31.4 - $32.25 $111,909 - $114,939
3,564 Added 9.04%
42,992 $1.35 Million
Q2 2023

Aug 30, 2023

BUY
$31.95 - $32.66 $271,926 - $277,969
8,511 Added 27.53%
39,428 $1.27 Million
Q1 2023

Aug 30, 2023

BUY
$31.67 - $32.83 $248,451 - $257,551
7,845 Added 34.0%
30,917 $1 Million
Q4 2022

Feb 02, 2023

SELL
$31.02 - $32.36 $719,664 - $750,752
-23,200 Reduced 50.14%
23,072 $734,000
Q3 2022

Nov 04, 2022

BUY
N/A
5,221 Added 12.72%
46,272 $1.45 Million
Q2 2022

Jul 18, 2022

BUY
N/A
5,754 Added 16.3%
41,051 $1.34 Million
Q1 2022

May 10, 2022

BUY
N/A
15,357 Added 77.02%
35,297 $1.21 Million
Q4 2021

Feb 14, 2022

BUY
N/A
3,078 Added 18.25%
19,940 $724,000
Q2 2021

Aug 09, 2021

BUY
N/A
4,395 Added 35.25%
16,862 $619,000
Q1 2021

May 14, 2021

BUY
N/A
86 Added 0.69%
12,467 $452,000
Q4 2020

Feb 10, 2021

SELL
N/A
-2,737 Reduced 18.1%
12,381 $460,000
Q3 2020

Oct 27, 2020

BUY
N/A
1,313 Added 9.51%
15,118 $556,000
Q2 2020

Jul 20, 2020

SELL
N/A
-1,944 Reduced 12.34%
13,805 $504,000
Q1 2020

Apr 27, 2020

BUY
N/A
4,022 Added 34.3%
15,749 $534,000
Q4 2019

Feb 10, 2020

SELL
N/A
-2,575 Reduced 18.0%
11,727 $414,000
Q3 2019

Nov 08, 2019

BUY
N/A
328 Added 2.35%
14,302 $505,000
Q2 2019

Aug 06, 2019

BUY
N/A
801 Added 6.08%
13,974 $491,000
Q1 2019

May 10, 2019

BUY
N/A
430 Added 3.37%
13,173 $450,000
Q4 2018

Feb 15, 2019

BUY
N/A
12,743 New
12,743 $420,000

Others Institutions Holding SPIB

About SPDR PORTFOLIO INTERMEDIATE TE


  • Ticker SPIB
  • Sector ETFs
  • Industry ETFs
More about SPIB
Track This Portfolio

Track Western Wealth Management, LLC Portfolio

Follow Western Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Western Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Western Wealth Management, LLC with notifications on news.