Cliftonlarsonallen Wealth Advisors, LLC Spdr Portfolio Intermediate Te Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $6.31 Billion
- Q3 2025
A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 6,017,752 shares of SPIB stock, worth $204 Million. This represents 3.23% of its overall portfolio holdings.
Number of Shares
6,017,752
Previous 5,512,775
9.16%
Holding current value
$204 Million
Previous $185 Million
10.17%
% of portfolio
3.23%
Previous 3.11%
Shares
11 transactions
Others Institutions Holding SPIB
# of Institutions
628Shares 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