Portland Financial Advisors Inc Spdr Portfolio Intermediate Te Transaction History
Portland Financial Advisors Inc
- $39.1 Billion
- Q1 2025
A detailed history of Portland Financial Advisors Inc transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Portland Financial Advisors Inc holds 8,555 shares of SPIB stock, worth $283,170. This represents 0.73% of its overall portfolio holdings.
Number of Shares
8,555
Previous 6,170
38.65%
Holding current value
$283,170
Previous $202 Million
40.69%
% of portfolio
0.73%
Previous 0.54%
Shares
2 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