Burt Wealth Advisors Spdr Portfolio Intermediate Te Transaction History
Burt Wealth Advisors
- $431 Million
- Q2 2025
A detailed history of Burt Wealth Advisors transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Burt Wealth Advisors holds 834,673 shares of SPIB stock, worth $28 Million. This represents 6.5% of its overall portfolio holdings.
Number of Shares
834,673
Previous 825,105
1.16%
Holding current value
$28 Million
Previous $27.4 Million
2.19%
% of portfolio
6.5%
Previous 6.81%
Shares
10 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