Forbes Financial Planning, Inc. Spdr Portfolio Intermediate Te Transaction History
Forbes Financial Planning, Inc.
- $142 Million
- Q3 2025
A detailed history of Forbes Financial Planning, Inc. transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Forbes Financial Planning, Inc. holds 217,596 shares of SPIB stock, worth $7.34 Million. This represents 5.2% of its overall portfolio holdings.
Number of Shares
217,596
Previous 214,712
1.34%
Holding current value
$7.34 Million
Previous $7.21 Million
2.27%
% of portfolio
5.2%
Previous 5.14%
Shares
11 transactions
Others Institutions Holding SPIB
# of Institutions
637Shares Held
275MCall Options Held
35KPut Options Held
391K-
Lpl Financial LLC Fort Mill, SC46.7MShares$1.58 Billion0.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA29.6MShares$998 Million0.17% of portfolio
-
Municipal Employees' Retirement System Of Michigan13MShares$438 Million5.09% of portfolio
-
Envestnet Asset Management Inc10.1MShares$340 Million0.11% of portfolio
-
American Family Investments, Inc. Madison, WI9.6MShares$324 Million51.07% of portfolio