Wetzel Investment Advisors, Inc. Spdr Portfolio Intermediate Te Transaction History
Wetzel Investment Advisors, Inc.
- $191 Million
- Q2 2025
A detailed history of Wetzel Investment Advisors, Inc. transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Wetzel Investment Advisors, Inc. holds 130,374 shares of SPIB stock, worth $4.37 Million. This represents 2.3% of its overall portfolio holdings.
Number of Shares
130,374
Previous 189,341
31.14%
Holding current value
$4.37 Million
Previous $6.29 Million
30.45%
% of portfolio
2.3%
Previous 3.27%
Shares
6 transactions
Others Institutions Holding SPIB
# of Institutions
627Shares Held
246MCall 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$1.4 Billion0.27% of portfolio
-
Envestnet Asset Management Inc9.9MShares$332 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.97MShares$233 Million0.22% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC5.51MShares$185 Million3.11% of portfolio