Kc Investment Advisors, LLC Spdr Portfolio Intermediate Te Transaction History
Kc Investment Advisors, LLC
- $268 Million
- Q2 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 264,848 shares of SPIB stock, worth $8.88 Million. This represents 3.32% of its overall portfolio holdings.
Number of Shares
264,848
Previous 431,626
38.64%
Holding current value
$8.88 Million
Previous $14.3 Million
37.99%
% of portfolio
3.32%
Previous 3.45%
Shares
8 transactions
Others Institutions Holding SPIB
# of Institutions
627Shares 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$234 Million0.22% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC5.51MShares$185 Million3.11% of portfolio