Allred Capital Management, LLC Spdr Portfolio Intermediate Te Transaction History

Allred Capital Management, LLC

$258 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 17, 2020	SELL	$30.81 - $36.22 $9,920 - $11,662	-322 Reduced 12.99%	2,157 $73.4 Million
Q4 2019 Jan 13, 2020	BUY	$35.06 - $35.42 $86,913 - $87,806	2,479 New	2,479 $0

Others Institutions Holding SPIB

# of Institutions

526

Shares Held

197M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

43.4M
Shares

$1.45 Billion
0.27% of portfolio
Lpl Financial LLC Fort Mill, SC

32.5M
Shares

$1.08 Billion
0.54% of portfolio
Envestnet Asset Management Inc

8.82M
Shares

$295 Million
0.1% of portfolio
Creative Planning Overland Park, KS

7.15M
Shares

$239 Million
0.25% of portfolio
Wells Fargo & Company San Francisco, CA

5.92M
Shares

$198 Million
0.05% of portfolio

About SPDR PORTFOLIO INTERMEDIATE TE

Ticker SPIB
Sector ETFs
Industry ETFs

More about SPIB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Allred Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Allred Capital Management, LLC with notifications on news.