Burns Matteson Capital Management, LLC Spdr Portfolio Intermediate Te Transaction History
Burns Matteson Capital Management, LLC
- $207 Billion
- Q2 2025
A detailed history of Burns Matteson Capital Management, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Burns Matteson Capital Management, LLC holds 161,354 shares of SPIB stock, worth $5.4 Million. This represents 2.62% of its overall portfolio holdings.
Number of Shares
161,354
Previous 87,919
83.53%
Holding current value
$5.4 Million
Previous $2.92 Billion
85.4%
% of portfolio
2.62%
Previous 1.57%
Shares
4 transactions
Others Institutions Holding SPIB
# of Institutions
628Shares Held
249MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42.2MShares$1.41 Billion0.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA41.7MShares$1.39 Billion0.27% of portfolio
-
Envestnet Asset Management Inc9.9MShares$331 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.97MShares$233 Million0.22% of portfolio
-
D.A. Davidson & Co.5.49MShares$183 Million1.5% of portfolio