Cliftonlarsonallen Wealth Advisors, LLC Spdr Portfolio Intermediate Te Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $5.95 Billion
- Q2 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 5,512,775 shares of SPIB stock, worth $185 Million. This represents 3.11% of its overall portfolio holdings.
Number of Shares
5,512,775
Previous 5,038,144
9.42%
Holding current value
$185 Million
Previous $167 Million
10.57%
% of portfolio
3.11%
Previous 3.13%
Shares
10 transactions
Others Institutions Holding SPIB
# of Institutions
627Shares Held
246MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42.2MShares$1.41 Billion0.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA41.7MShares$1.4 Billion0.27% of portfolio
-
Envestnet Asset Management Inc9.9MShares$332 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.97MShares$233 Million0.22% of portfolio
-
D.A. Davidson & Co.5.49MShares$184 Million1.5% of portfolio