Cypress Financial Planning LLC Spdr Portfolio Intermediate Te Transaction History
Cypress Financial Planning LLC
- $276 Million
- Q1 2025
A detailed history of Cypress Financial Planning LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Cypress Financial Planning LLC holds 10,349 shares of SPIB stock, worth $344,207. This represents 0.12% of its overall portfolio holdings.
Number of Shares
10,349
Previous 10,692
3.21%
Holding current value
$344,207
Previous $350,000
2.0%
% of portfolio
0.12%
Previous 0.13%
Shares
12 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$1.39 Billion0.27% of portfolio
-
Envestnet Asset Management Inc9.9MShares$329 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.97MShares$232 Million0.22% of portfolio
-
D.A. Davidson & Co.5.49MShares$182 Million1.5% of portfolio