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 $203 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
$203 Million
Previous $185 Million
10.17%
% of portfolio
3.23%
Previous 3.11%
Shares
11 transactions
Others Institutions Holding SPIB
# of Institutions
637Shares Held
275MCall Options Held
35KPut Options Held
391K-
Lpl Financial LLC Fort Mill, SC46.7MShares$1.58 Billion0.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA29.6MShares$998 Million0.17% of portfolio
-
Municipal Employees' Retirement System Of Michigan13MShares$438 Million5.09% of portfolio
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Envestnet Asset Management Inc10.1MShares$340 Million0.11% of portfolio
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American Family Investments, Inc. Madison, WI9.6MShares$324 Million51.07% of portfolio