Willow Creek Wealth Management Inc. Spdr Portfolio Intermediate Te Transaction History

Willow Creek Wealth Management Inc.

$782 Million
Q4 2023

A detailed history of Willow Creek Wealth Management Inc. transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 500,602 shares of SPIB stock, worth $16.4 Million. This represents 2.1% of its overall portfolio holdings.

Number of Shares

500,602

Previous 233,464 114.42%

Holding current value

$16.4 Million

Previous $7.34 Million 123.84%

% of portfolio

2.1%

Previous 1.11%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Apr 01, 2024	BUY	$30.91 - $32.89 $8.26 Million - $8.79 Million	267,138 Added 114.42%	500,602 $16.4 Million
Q3 2023 Nov 20, 2023	BUY	$31.4 - $32.25 $2.53 Million - $2.6 Million	80,524 Added 52.65%	233,464 $7.34 Million
Q2 2023 Aug 28, 2023	BUY	$31.95 - $32.66 $2.98 Million - $3.04 Million	93,191 Added 155.97%	152,940 $4.91 Million
Q1 2023 Apr 24, 2023	SELL	$31.67 - $32.83 $159,205 - $165,036	-5,027 Reduced 7.76%	59,749 $1.94 Million
Q4 2022 Mar 01, 2023	BUY	$30.74 - $32.36 $235,591 - $248,007	7,664 Added 13.42%	64,776 $2.06 Million
Q3 2022 Oct 31, 2022	SELL	$31.11 - $33.37 $1.14 Million - $1.22 Million	-36,672 Reduced 39.1%	57,112 $1.79 Million
Q2 2022 Aug 16, 2022	SELL	$32.03 - $34.08 $990,431 - $1.05 Million	-30,922 Reduced 24.8%	93,784 $3.06 Million
Q1 2022 May 02, 2022	BUY	$33.91 - $36.04 $29,128 - $30,958	859 Added 0.69%	124,706 $4.26 Million
Q4 2021 Mar 24, 2022	SELL	$35.97 - $36.6 $22,049 - $22,435	-613 Reduced 0.49%	123,847 $4.48 Million
Q3 2021 Nov 15, 2021	BUY	$36.52 - $36.95 $113,248 - $114,581	3,101 Added 2.56%	124,460 $4.55 Million
Q2 2021 Nov 16, 2021	BUY	$36.19 - $36.73 $75,058 - $76,178	2,074 Added 1.74%	121,359 $4.45 Million
Q1 2021 May 17, 2021	BUY	$36.13 - $37.14 $5,022 - $5,162	139 Added 0.12%	119,285 $4.32 Million
Q4 2020 Feb 23, 2021	SELL	$36.68 - $37.18 $8.44 Million - $8.55 Million	-230,035 Reduced 65.88%	119,146 $4.43 Million
Q3 2020 Nov 12, 2020	BUY	$36.54 - $37.05 $567,685 - $575,608	15,536 Added 4.66%	349,181 $12.8 Million
Q2 2020 Aug 11, 2020	BUY	$33.74 - $36.53 $368,811 - $399,309	10,931 Added 3.39%	333,645 $12.2 Million
Q1 2020 May 07, 2020	SELL	$30.81 - $36.22 $725,020 - $852,329	-23,532 Reduced 6.8%	322,714 $11 Million
Q4 2019 Feb 03, 2020	BUY	$35.06 - $35.42 $433,411 - $437,862	12,362 Added 3.7%	346,246 $12.2 Million
Q3 2019 Oct 15, 2019	BUY	$34.9 - $35.28 $1.29 Million - $1.3 Million	36,898 Added 12.42%	333,884 $11.8 Million
Q2 2019 Jul 22, 2019	BUY	N/A	45,568 Added 18.12%	296,986 $10.4 Million
Q1 2019 Apr 25, 2019	BUY	N/A	29,100 Added 13.09%	251,418 $8.59 Million
Q4 2018 Jan 31, 2019	BUY	N/A	192,417 Added 643.51%	222,318 $7.35 Million
Q3 2018 Oct 16, 2018	BUY	N/A	29,901 New	29,901 $996,000

Others Institutions Holding SPIB

# of Institutions

546

Shares Held

217M

Call Options Held

300

Put Options Held

View Full List

About SPDR PORTFOLIO INTERMEDIATE TE

Ticker SPIB
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Willow Creek Wealth Management Inc. Spdr Portfolio Intermediate Te Transaction History