Warren Averett Asset Management, LLC Spdr Portfolio Intermediate Te Transaction History
Warren Averett Asset Management, LLC
- $7.99 Billion
- Q1 2025
A detailed history of Warren Averett Asset Management, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 3,899,687 shares of SPIB stock, worth $130 Million. This represents 1.62% of its overall portfolio holdings.
Number of Shares
3,899,687
Previous 422,393
823.24%
Holding current value
$130 Million
Previous $13.8 Million
836.8%
% of portfolio
1.62%
Previous 0.22%
Shares
5 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$1.39 Billion0.27% of portfolio
-
Envestnet Asset Management Inc9.9MShares$329 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.97MShares$232 Million0.22% of portfolio
-
D.A. Davidson & Co.5.49MShares$182 Million1.5% of portfolio