Talon Private Wealth, LLC Spdr Portfolio Intermediate Te Transaction History

Talon Private Wealth, LLC

$746 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Apr 01, 2025	BUY	$32.65 - $33.68 $35,327 - $36,441	1,082 New	1,082 $35.4 Million

Others Institutions Holding SPIB

# of Institutions

623

Shares Held

248M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

42.2M
Shares

$1.4 Billion
0.57% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

41.7M
Shares

$1.39 Billion
0.27% of portfolio
Envestnet Asset Management Inc

9.9M
Shares

$329 Million
0.11% of portfolio
Creative Planning Overland Park, KS

6.97M
Shares

$232 Million
0.22% of portfolio
D.A. Davidson & Co.

5.49M
Shares

$182 Million
1.5% of portfolio

About SPDR PORTFOLIO INTERMEDIATE TE

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