Cabot Wealth Management Inc Spdr Portfolio Intermediate Te Transaction History
Cabot Wealth Management Inc
- $763 Million
- Q1 2024
A detailed history of Cabot Wealth Management Inc transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Cabot Wealth Management Inc holds 727,417 shares of SPIB stock, worth $23.8 Million. This represents 3.12% of its overall portfolio holdings.
Number of Shares
727,417
Previous 652,747
11.44%
Holding current value
$23.8 Million
Previous $21.4 Million
10.97%
% of portfolio
3.12%
Previous 2.99%
Shares
9 transactions
Others Institutions Holding SPIB
# of Institutions
513Shares Held
208MCall Options Held
100Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA30.9MShares$1.01 Billion0.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC29.3MShares$958 Million0.53% of portfolio
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Ge Investment Management Corp. Norwalk, CT15.8MShares$517 Million49.05% of portfolio
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Charles Schwab Investment Advisory, Inc. San Francisco, CA12.5MShares$408 Million0.56% of portfolio
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Wells Fargo & Company San Francisco, CA8.52MShares$278 Million0.07% of portfolio