Kc Investment Advisors, LLC Spdr Portfolio Intermediate Te Transaction History
Kc Investment Advisors, LLC
- $416 Million
- Q1 2025
A detailed history of Kc Investment Advisors, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Kc Investment Advisors, LLC holds 431,626 shares of SPIB stock, worth $14.5 Million. This represents 3.45% of its overall portfolio holdings.
Number of Shares
431,626
Previous 197,904
118.1%
Holding current value
$14.5 Million
Previous $6.48 Million
121.22%
% of portfolio
3.45%
Previous 2.72%
Shares
7 transactions
Others Institutions Holding SPIB
# of Institutions
624Shares Held
248MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42.2MShares$1.42 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
-
D.A. Davidson & Co.5.49MShares$184 Million1.5% of portfolio