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
625Shares Held
258MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC44.9MShares$1.51 Billion0.53% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA29.2MShares$980 Million0.18% of portfolio
-
Municipal Employees' Retirement System Of Michigan13MShares$436 Million5.24% of portfolio
-
Envestnet Asset Management Inc9.81MShares$330 Million0.1% of portfolio
-
Creative Planning Overland Park, KS6.92MShares$232 Million0.2% of portfolio