Steward Partners Investment Advisory, LLC Spdr Portfolio Intermediate Te Transaction History
Steward Partners Investment Advisory, LLC
- $10.9 Billion
- Q1 2025
A detailed history of Steward Partners Investment Advisory, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 119,480 shares of SPIB stock, worth $3.95 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
119,480
Previous 115,829
3.15%
Holding current value
$3.95 Million
Previous $3.79 Million
4.67%
% of portfolio
0.04%
Previous 0.03%
Shares
34 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