Wr Wealth Planners, LLC Spdr Portfolio Intermediate Te Transaction History

Wr Wealth Planners, LLC

$301 Million
Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 64,035 shares of SPIB stock, worth $2.12 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

64,035

Previous 59,330 7.93%

Holding current value

$2.12 Million

Previous $2 Million 4.85%

% of portfolio

0.7%

Previous 0.58%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	BUY	$32.65 - $33.68 $153,618 - $158,464	4,705 Added 7.93%	64,035 $2.1 Million
Q3 2024 Oct 17, 2024	BUY	$32.36 - $33.78 $218,688 - $228,285	6,758 Added 12.85%	59,330 $2 Million
Q2 2024 Jul 31, 2024	BUY	$32.02 - $32.68 $170,346 - $173,857	5,320 Added 11.26%	52,572 $1.71 Million
Q1 2024 Jul 31, 2024	SELL	$32.38 - $32.91 $6.28 Million - $6.38 Million	-193,799 Reduced 80.4%	47,252 $1.54 Million
Q4 2023 Jul 30, 2024	BUY	$30.91 - $32.89 $7.45 Million - $7.93 Million	241,051 New	241,051 $7.91 Million
Q3 2023 Aug 01, 2024	BUY	$31.4 - $32.25 $864,190 - $887,584	27,522 Added 12.93%	240,309 $7.56 Billion
Q2 2023 Aug 01, 2024	BUY	$31.95 - $32.66 $5.12 Million - $5.23 Million	160,215 Added 304.75%	212,787 $6.83 Billion
Q1 2023 Aug 01, 2024	BUY	$31.67 - $32.83 $4.72 Million - $4.9 Million	149,120 Added 283.65%	201,692 $6.55 Billion
Q3 2022 Oct 10, 2024	SELL	$31.11 - $33.37 $1.61 Million - $1.73 Million	-51,860 Reduced 98.65%	712 $22.3 Million
Q1 2022 Oct 17, 2024	SELL	$33.91 - $36.04 $1.98 Million - $2.1 Million	-58,393 Reduced 98.42%	937 $32 Million

Others Institutions Holding SPIB

# of Institutions

599

Shares Held

243M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO INTERMEDIATE TE

Ticker SPIB
Sector ETFs
Industry ETFs

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Wr Wealth Planners, LLC Spdr Portfolio Intermediate Te Transaction History