Eagle Ridge Investment Management Spdr Portfolio Intermediate Te Transaction History
Eagle Ridge Investment Management
- $1.13 Billion
- Q4 2024
A detailed history of Eagle Ridge Investment Management transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Eagle Ridge Investment Management holds 1,028,245 shares of SPIB stock, worth $34.2 Million. This represents 2.98% of its overall portfolio holdings.
Number of Shares
1,028,245
Previous 998,013
3.03%
Holding current value
$34.2 Million
Previous $33.6 Million
0.12%
% of portfolio
2.98%
Previous 2.95%
Shares
14 transactions
Others Institutions Holding SPIB
# of Institutions
624Shares 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