Strategic Planning Group, LLC Spdr Portfolio Intermediate Te Transaction History
Strategic Planning Group, LLC
- $740 Billion
- Q3 2025
A detailed history of Strategic Planning Group, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Strategic Planning Group, LLC holds 267,585 shares of SPIB stock, worth $9.08 Million. This represents 1.23% of its overall portfolio holdings.
Number of Shares
267,585
Previous 173,781
53.98%
Holding current value
$9.08 Million
Previous $5.84 Billion
55.4%
% of portfolio
1.23%
Previous 0.95%
Shares
6 transactions
Others Institutions Holding SPIB
# of Institutions
626Shares Held
260MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC44.9MShares$1.52 Billion0.53% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA29.2MShares$991 Million0.18% of portfolio
-
Municipal Employees' Retirement System Of Michigan13MShares$440 Million5.24% of portfolio
-
Envestnet Asset Management Inc9.81MShares$333 Million0.1% of portfolio
-
Creative Planning Overland Park, KS6.92MShares$235 Million0.2% of portfolio