Klingenstein Fields & CO LP Spdr Portfolio Intermediate Te Transaction History

Klingenstein Fields & CO LP

$2.45 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 26, 2021	SELL	$36.52 - $36.95 $276,054 - $279,305	-7,559 Closed	0 $0
Q1 2021 Apr 29, 2021	BUY	$36.13 - $37.14 $273,106 - $280,741	7,559 New	7,559 $274,000

Others Institutions Holding SPIB

# of Institutions

566

Shares Held

223M

Call Options Held

300

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

43.5M
Shares

$1.43 Billion
0.27% of portfolio
Lpl Financial LLC Fort Mill, SC

35M
Shares

$1.15 Billion
0.54% of portfolio
Envestnet Asset Management Inc

10.1M
Shares

$333 Million
0.11% of portfolio
Creative Planning Overland Park, KS

6.93M
Shares

$229 Million
0.23% of portfolio
D.A. Davidson & Co.

5.17M
Shares

$170 Million
1.4% of portfolio

About SPDR PORTFOLIO INTERMEDIATE TE

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