Merit Financial Group, LLC Spdr Portfolio Intermediate Te Transaction History
Merit Financial Group, LLC
- $8.37 Billion
- Q2 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 38,134 shares of SPIB stock, worth $1.28 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
38,134
Previous 59,090
35.46%
Holding current value
$1.28 Million
Previous $1.96 Million
34.79%
% of portfolio
0.02%
Previous 0.03%
Shares
13 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