Global Financial Private Client, LLC Spdr Portfolio Intermediate Te Transaction History
Global Financial Private Client, LLC
- $262 Billion
- Q1 2025
A detailed history of Global Financial Private Client, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Global Financial Private Client, LLC holds 9,804 shares of SPIB stock, worth $324,512. This represents 0.12% of its overall portfolio holdings.
Number of Shares
9,804
Previous 8,630
13.6%
Holding current value
$324,512
Previous $283 Million
15.27%
% of portfolio
0.12%
Previous 0.11%
Shares
7 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