Capital Advisors Inc Spdr Portfolio Intermediate Te Transaction History
Capital Advisors Inc
- $4.91 Billion
- Q1 2025
A detailed history of Capital Advisors Inc transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Capital Advisors Inc holds 1,779,239 shares of SPIB stock, worth $58.9 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
1,779,239
Previous 1,815,946
2.02%
Holding current value
$58.9 Million
Previous $59.5 Million
0.59%
% of portfolio
1.2%
Previous 1.22%
Shares
15 transactions
Others Institutions Holding SPIB
# of Institutions
623Shares 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$1.38 Billion0.27% of portfolio
-
Envestnet Asset Management Inc9.9MShares$328 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.97MShares$231 Million0.22% of portfolio
-
D.A. Davidson & Co.5.49MShares$182 Million1.5% of portfolio