1620 Investment Advisors, Inc. Spdr Portfolio Intermediate Te Transaction History
1620 Investment Advisors, Inc.
- $125 Million
- Q1 2025
A detailed history of 1620 Investment Advisors, Inc. transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, 1620 Investment Advisors, Inc. holds 128,238 shares of SPIB stock, worth $4.27 Million. This represents 3.41% of its overall portfolio holdings.
Number of Shares
128,238
Previous 123,242
4.05%
Holding current value
$4.27 Million
Previous $4.04 Million
5.57%
% of portfolio
3.41%
Previous 3.19%
Shares
13 transactions
Others Institutions Holding SPIB
# of Institutions
624Shares Held
248MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42.2MShares$1.4 Billion0.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA41.7MShares$1.39 Billion0.27% of portfolio
-
Envestnet Asset Management Inc9.9MShares$329 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.97MShares$232 Million0.22% of portfolio
-
D.A. Davidson & Co.5.49MShares$182 Million1.5% of portfolio