Savvy Advisors, Inc. Spdr Portfolio Intermediate Te Transaction History
Savvy Advisors, Inc.
- $974 Million
- Q1 2025
A detailed history of Savvy Advisors, Inc. transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Savvy Advisors, Inc. holds 14,992 shares of SPIB stock, worth $498,633. This represents 0.05% of its overall portfolio holdings.
Number of Shares
14,992
Previous 20,528
26.97%
Holding current value
$498,633
Previous $672,000
25.89%
% of portfolio
0.05%
Previous 0.08%
Shares
5 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