Capital A Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History

Capital A Wealth Management, LLC

$8.94 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 02, 2025	SELL	$32.5 - $33.3 $1,072 - $1,098	-33 Reduced 84.62%	6 $199,000
Q4 2024 Feb 26, 2025	BUY	$32.65 - $33.68 $1,273 - $1,313	39 New	39 $1.28 Million

Others Institutions Holding SPIB

# of Institutions

629

Shares Held

260M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

44.9M
Shares

$1.52 Billion
0.53% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

29.2M
Shares

$986 Million
0.18% of portfolio
Municipal Employees' Retirement System Of Michigan

13M
Shares

$438 Million
5.24% of portfolio
Envestnet Asset Management Inc

10.1M
Shares

$341 Million
0.11% of portfolio
Creative Planning Overland Park, KS

6.92M
Shares

$234 Million
0.2% of portfolio

About SPDR PORTFOLIO INTERMEDIATE TE

Ticker SPIB
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