Mc Mill Wealth Management Spdr Portfolio Intermediate Te Transaction History
Mc Mill Wealth Management
- $277 Billion
- Q1 2025
A detailed history of Mc Mill Wealth Management transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Mc Mill Wealth Management holds 1,606,937 shares of SPIB stock, worth $53.4 Million. This represents 19.25% of its overall portfolio holdings.
Number of Shares
1,606,937
Previous 1,541,549
4.24%
Holding current value
$53.4 Million
Previous $50.5 Billion
5.77%
% of portfolio
19.25%
Previous 20.45%
Shares
2 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