Forum Private Client Group LLC Spdr Portfolio Intermediate Te Transaction History
Forum Private Client Group LLC
- $281 Billion
- Q3 2025
A detailed history of Forum Private Client Group LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Forum Private Client Group LLC holds 182,889 shares of SPIB stock, worth $6.17 Million. This represents 2.21% of its overall portfolio holdings.
Number of Shares
182,889
Previous 163,785
11.66%
Holding current value
$6.17 Million
Previous $5.5 Billion
12.7%
% of portfolio
2.21%
Previous 2.12%
Shares
14 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