New Edge Advisors, LLC Spdr Portfolio Intermediate Te Transaction History
New Edge Advisors, LLC
- $16.2 Billion
- Q1 2025
A detailed history of New Edge Advisors, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, New Edge Advisors, LLC holds 79,828 shares of SPIB stock, worth $2.66 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
79,828
Previous 105,282
24.18%
Holding current value
$2.66 Million
Previous $3.45 Million
23.08%
% of portfolio
0.02%
Previous 0.02%
Shares
16 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$1.39 Billion0.27% of portfolio
-
Envestnet Asset Management Inc9.9MShares$329 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.97MShares$232 Million0.22% of portfolio
-
D.A. Davidson & Co.5.49MShares$182 Million1.5% of portfolio