Financial Advocates Investment Management Spdr Portfolio Intermediate Te Transaction History
Financial Advocates Investment Management
- $1.37 Billion
- Q1 2025
A detailed history of Financial Advocates Investment Management transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Financial Advocates Investment Management holds 211,423 shares of SPIB stock, worth $7 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
211,423
Previous 203,046
4.13%
Holding current value
$7 Million
Previous $6.65 Million
5.65%
% of portfolio
0.51%
Previous 0.39%
Shares
24 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$1.38 Billion0.27% of portfolio
-
Envestnet Asset Management Inc9.9MShares$328 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.97MShares$231 Million0.22% of portfolio
-
D.A. Davidson & Co.5.49MShares$182 Million1.5% of portfolio