Warren Averett Asset Management, LLC Spdr Portfolio Intermediate Te Transaction History
Warren Averett Asset Management, LLC
- $8.88 Billion
- Q2 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 4,015,141 shares of SPIB stock, worth $136 Million. This represents 1.52% of its overall portfolio holdings.
Number of Shares
4,015,141
Previous 3,899,687
2.96%
Holding current value
$136 Million
Previous $130 Million
4.01%
% of portfolio
1.52%
Previous 1.62%
Shares
6 transactions
Others Institutions Holding SPIB
# of Institutions
626Shares Held
259MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC44.9MShares$1.52 Billion0.53% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA29.2MShares$990 Million0.18% of portfolio
-
Municipal Employees' Retirement System Of Michigan13MShares$440 Million5.24% of portfolio
-
Envestnet Asset Management Inc9.81MShares$333 Million0.1% of portfolio
-
Creative Planning Overland Park, KS6.92MShares$235 Million0.2% of portfolio