Paladin Advisory Group, LLC Spdr Portfolio Intermediate Te Transaction History

Paladin Advisory Group, LLC

$130 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 15, 2022	BUY	$33.91 - $36.04 $140,658 - $149,493	4,148 New	4,148 $141,000

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

44.6M
Shares

$1.47 Billion
0.29% 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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