Merit Financial Group, LLC Spdr Portfolio Intermediate Te Transaction History
Merit Financial Group, LLC
- $6.49 Billion
- Q1 2025
A detailed history of Merit Financial Group, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Merit Financial Group, LLC holds 59,090 shares of SPIB stock, worth $1.96 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
59,090
Previous 87,892
32.77%
Holding current value
$1.96 Million
Previous $2.88 Million
31.82%
% of portfolio
0.03%
Previous 0.05%
Shares
12 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$1.38 Billion0.27% of portfolio
-
Envestnet Asset Management Inc9.9MShares$328 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.97MShares$231 Million0.22% of portfolio
-
D.A. Davidson & Co.5.49MShares$182 Million1.5% of portfolio