Balboa Wealth Partners Spdr Portfolio Intermediate Te Transaction History
Balboa Wealth Partners
- $552 Million
- Q3 2025
A detailed history of Balboa Wealth Partners transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Balboa Wealth Partners holds 27,506 shares of SPIB stock, worth $928,052. This represents 0.17% of its overall portfolio holdings.
Number of Shares
27,506
Previous 25,857
6.38%
Holding current value
$928,052
Previous $868,000
7.37%
% of portfolio
0.17%
Previous 0.18%
Shares
6 transactions
Others Institutions Holding SPIB
# of Institutions
634Shares Held
275MCall Options Held
35KPut Options Held
391K-
Lpl Financial LLC Fort Mill, SC46.7MShares$1.58 Billion0.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA29.6MShares$998 Million0.17% of portfolio
-
Municipal Employees' Retirement System Of Michigan13MShares$438 Million5.09% of portfolio
-
Envestnet Asset Management Inc10.1MShares$340 Million0.11% of portfolio
-
American Family Investments, Inc. Madison, WI9.6MShares$324 Million51.07% of portfolio