Wr Wealth Planners, LLC Spdr Portfolio Intermediate Te Transaction History

Wr Wealth Planners, LLC

$347 Million
Q3 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 59,330 shares of SPIB stock, worth $1.95 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

59,330

Previous 52,572 12.85%

Holding current value

$1.95 Million

Previous $1.71 Million 16.89%

% of portfolio

0.58%

Previous 0.54%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

519

Shares Held

202M

Call Options Held

Put Options Held

View Full List

About SPDR PORTFOLIO INTERMEDIATE TE

Ticker SPIB
Sector ETFs
Industry ETFs

More about SPIB

Track This Portfolio

Portfolio Update

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

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.

Account

Wr Wealth Planners, LLC Spdr Portfolio Intermediate Te Transaction History