Burns Matteson Capital Management, LLC Spdr Portfolio Intermediate Te Transaction History
Burns Matteson Capital Management, LLC
- $186 Billion
- Q1 2025
A detailed history of Burns Matteson Capital Management, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Burns Matteson Capital Management, LLC holds 87,919 shares of SPIB stock, worth $2.92 Million. This represents 1.57% of its overall portfolio holdings.
Number of Shares
87,919
Previous 50,734
73.29%
Holding current value
$2.92 Million
Previous $1.66 Billion
75.83%
% of portfolio
1.57%
Previous 0.93%
Shares
3 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