Evermay Wealth Management LLC Spdr Portfolio Intermediate Te Call Options Transaction History
Evermay Wealth Management LLC
- $806 Million
- Q2 2025
Call Options
	  0 transactions
	
  | Quarter | Operation | Price Per call | calls change | calls Held | SEC Form | 
|---|
Others Institutions Holding SPIB
# of Institutions
627Shares Held
260MCall Options Held
0Put Options Held
0- 
    
      Lpl Financial LLC Fort Mill, SC44.9MShares$1.52 Billion0.53% of portfolio
- 
    
      Charles Schwab Investment Management Inc San Francisco, CA29.2MShares$991 Million0.18% of portfolio
- 
    
      Municipal Employees' Retirement System Of Michigan13MShares$440 Million5.24% of portfolio
- 
    
      Envestnet Asset Management Inc9.81MShares$333 Million0.1% of portfolio
- 
    
      Creative Planning Overland Park, KS6.92MShares$235 Million0.2% of portfolio