Sheets Smith Wealth Management Spdr Portfolio Intermediate Te Transaction History
Sheets Smith Wealth Management
- $789 Million
- Q1 2025
A detailed history of Sheets Smith Wealth Management transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Sheets Smith Wealth Management holds 241,625 shares of SPIB stock, worth $7.95 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
241,625
Previous 224,577
7.59%
Holding current value
$7.95 Million
Previous $7.36 Million
9.16%
% of portfolio
1.02%
Previous 0.92%
Shares
31 transactions
Others Institutions Holding SPIB
# of Institutions
606Shares Held
244MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.43 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.3MShares$1.26 Billion0.53% of portfolio
-
Envestnet Asset Management Inc9.58MShares$315 Million0.1% of portfolio
-
Creative Planning Overland Park, KS6.83MShares$225 Million0.22% of portfolio
-
Morgan Stanley New York, NY5.5MShares$181 Million0.01% of portfolio