Moneta Group Investment Advisors LLC Spdr Portfolio Intermediate Te Transaction History

Moneta Group Investment Advisors LLC

$12.3 Billion
Q3 2025

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Nov 13, 2018	SELL	N/A	-10,305 Closed	0 $0
Q2 2018 Aug 15, 2018	BUY	N/A	10,217 Added 11610.23%	10,305 $343,000
Q2 2018 Aug 14, 2018	BUY	N/A	88 New	88 $3,000

Others Institutions Holding SPIB

# of Institutions

635

Shares Held

266M

Call Options Held

35K

Put Options Held

391K

Lpl Financial LLC Fort Mill, SC

46.7M
Shares

$1.58 Billion
0.49% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

29.6M
Shares

$998 Million
0.17% of portfolio
Municipal Employees' Retirement System Of Michigan

13M
Shares

$438 Million
5.09% of portfolio
Envestnet Asset Management Inc

10.1M
Shares

$340 Million
0.11% of portfolio
American Family Investments, Inc. Madison, WI

9.6M
Shares

$324 Million
51.07% of portfolio

About SPDR PORTFOLIO INTERMEDIATE TE

Ticker SPIB
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