Kelly Financial Services LLC Spdr Portfolio Intermediate Te Transaction History
Kelly Financial Services LLC
- $268 Million
- Q2 2024
A detailed history of Kelly Financial Services LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Kelly Financial Services LLC holds 1,901 shares of SPIB stock, worth $64,063. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,901
Previous 1,247
52.45%
Holding current value
$64,063
Previous $40,000
52.5%
% of portfolio
0.02%
Previous 0.02%
Shares
14 transactions
Others Institutions Holding SPIB
# of Institutions
527Shares Held
197MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.4MShares$1.46 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.5MShares$1.09 Billion0.54% of portfolio
-
Envestnet Asset Management Inc8.82MShares$297 Million0.1% of portfolio
-
Creative Planning Overland Park, KS7.15MShares$241 Million0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA5.92MShares$199 Million0.05% of portfolio