Hofer & Associates. Inc Spdr Portfolio Intermediate Te Transaction History
Hofer & Associates. Inc
- $147 Million
- Q1 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 105,206 shares of SPIB stock, worth $3.5 Million. This represents 2.38% of its overall portfolio holdings.
Number of Shares
105,206
Previous 103,481
1.67%
Holding current value
$3.5 Million
Previous $3.39 Million
3.16%
% of portfolio
2.38%
Previous 2.28%
Shares
14 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$1.39 Billion0.27% of portfolio
-
Envestnet Asset Management Inc9.9MShares$329 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.97MShares$232 Million0.22% of portfolio
-
D.A. Davidson & Co.5.49MShares$182 Million1.5% of portfolio