True Link Financial Advisors, LLC Spdr Portfolio Intermediate Te Transaction History
True Link Financial Advisors, LLC
- $1.44 Billion
- Q2 2025
A detailed history of True Link Financial Advisors, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, True Link Financial Advisors, LLC holds 60,527 shares of SPIB stock, worth $2.03 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
60,527
Previous 3,387,730
98.21%
Holding current value
$2.03 Million
Previous $113 Million
98.2%
% of portfolio
0.14%
Previous 8.41%
Shares
7 transactions
Others Institutions Holding SPIB
# of Institutions
627Shares Held
246MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42.2MShares$1.41 Billion0.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA41.7MShares$1.4 Billion0.27% of portfolio
-
Envestnet Asset Management Inc9.9MShares$332 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.97MShares$233 Million0.22% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC5.51MShares$185 Million3.11% of portfolio