Eagle Ridge Investment Management Spdr Portfolio Intermediate Te Transaction History
Eagle Ridge Investment Management
- $1.13 Billion
- Q4 2024
A detailed history of Eagle Ridge Investment Management transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Eagle Ridge Investment Management holds 1,028,245 shares of SPIB stock, worth $33.8 Million. This represents 2.98% of its overall portfolio holdings.
Number of Shares
1,028,245
Previous 998,013
3.03%
Holding current value
$33.8 Million
Previous $33.6 Million
0.12%
% of portfolio
2.98%
Previous 2.95%
Shares
14 transactions
Others Institutions Holding SPIB
# of Institutions
554Shares Held
219MCall Options Held
300Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA44.6MShares$1.46 Billion0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC35MShares$1.15 Billion0.54% of portfolio
-
Envestnet Asset Management Inc10.1MShares$332 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$228 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA5.05MShares$166 Million0.04% of portfolio