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 $28.3 Million. This represents 6.5% of its overall portfolio holdings.
Number of Shares
834,673
Previous 825,105
1.16%
Holding current value
$28.3 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
260MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC44.9MShares$1.52 Billion0.53% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA29.2MShares$991 Million0.18% of portfolio
-
Municipal Employees' Retirement System Of Michigan13MShares$440 Million5.24% of portfolio
-
Envestnet Asset Management Inc9.81MShares$333 Million0.1% of portfolio
-
Creative Planning Overland Park, KS6.92MShares$235 Million0.2% of portfolio