Strategic Asset Management, LLC Spdr Portfolio Intermediate Te Transaction History
Strategic Asset Management, LLC
- $57.7 Million
- Q3 2022
A detailed history of Strategic Asset Management, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Strategic Asset Management, LLC holds 2,968 shares of SPIB stock, worth $98,715. This represents 0.16% of its overall portfolio holdings.
Number of Shares
2,968
Previous 3,553
16.46%
Holding current value
$98,715
Previous $116,000
19.83%
% of portfolio
0.16%
Previous 0.19%
Shares
3 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