Hofer & Associates. Inc Spdr Portfolio Intermediate Te Transaction History
Hofer & Associates. Inc
- $153 Million
- Q2 2025
A detailed history of Hofer & Associates. Inc transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Hofer & Associates. Inc holds 102,101 shares of SPIB stock, worth $3.42 Million. This represents 2.24% of its overall portfolio holdings.
Number of Shares
102,101
Previous 105,206
2.95%
Holding current value
$3.42 Million
Previous $3.5 Million
1.97%
% of portfolio
2.24%
Previous 2.38%
Shares
15 transactions
Others Institutions Holding SPIB
# of Institutions
627Shares Held
246MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42.2MShares$1.41 Billion0.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA41.7MShares$1.4 Billion0.27% of portfolio
-
Envestnet Asset Management Inc9.9MShares$332 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.97MShares$233 Million0.22% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC5.51MShares$185 Million3.11% of portfolio