True Link Financial Advisors, LLC Spdr Portfolio Intermediate Te Transaction History
True Link Financial Advisors, LLC
- $1.34 Billion
- Q1 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 3,387,730 shares of SPIB stock, worth $112 Million. This represents 8.41% of its overall portfolio holdings.
Number of Shares
3,387,730
Previous 3,203,828
5.74%
Holding current value
$112 Million
Previous $105 Million
7.29%
% of portfolio
8.41%
Previous 8.82%
Shares
6 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