Appleton Partners Inc Spdr Portfolio Intermediate Te Transaction History
Appleton Partners Inc
- $1.41 Billion
- Q2 2025
A detailed history of Appleton Partners Inc transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Appleton Partners Inc holds 281,200 shares of SPIB stock, worth $9.42 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
281,200
Previous 275,173
2.19%
Holding current value
$9.42 Million
Previous $9.15 Million
3.24%
% of portfolio
0.67%
Previous 0.71%
Shares
27 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