Wetzel Investment Advisors, Inc. Spdr Portfolio Intermediate Te Transaction History
Wetzel Investment Advisors, Inc.
- $192 Million
- Q1 2025
A detailed history of Wetzel Investment Advisors, Inc. transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Wetzel Investment Advisors, Inc. holds 189,341 shares of SPIB stock, worth $6.23 Million. This represents 3.27% of its overall portfolio holdings.
Number of Shares
189,341
Previous 177,272
6.81%
Holding current value
$6.23 Million
Previous $5.81 Million
8.37%
% of portfolio
3.27%
Previous 2.97%
Shares
5 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