True Wealth Advisors, LLC Spdr Portfolio Intermediate Te Transaction History
True Wealth Advisors, LLC
- $291 Million
- Q3 2025
A detailed history of True Wealth Advisors, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, True Wealth Advisors, LLC holds 57,774 shares of SPIB stock, worth $1.95 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
57,774
Previous 56,888
1.56%
Holding current value
$1.95 Million
Previous $1.91 Million
2.46%
% of portfolio
0.67%
Previous 0.69%
Shares
14 transactions
Others Institutions Holding SPIB
# of Institutions
635Shares Held
275MCall Options Held
35KPut Options Held
391K-
Lpl Financial LLC Fort Mill, SC46.7MShares$1.58 Billion0.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA29.6MShares$998 Million0.17% of portfolio
-
Municipal Employees' Retirement System Of Michigan13MShares$438 Million5.09% of portfolio
-
Envestnet Asset Management Inc10.1MShares$340 Million0.11% of portfolio
-
American Family Investments, Inc. Madison, WI9.6MShares$324 Million51.07% of portfolio