Institutional Ownership Spdr Portfolio Intermediate Te (SPIB)
This table provides information about the institutional ownership of Spdr Portfolio Intermediate Te (SPIB). We have compiled data on the 542 institutions that hold shares in the stock, with a total of 217 Million shares, which have been reported (via 13F filing form) to have a value of $7.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
15,174
shares
|
$497,858
0.07% of portfolio
|
Q3 2024
Added 5.58%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
14,960
shares
|
$490,837
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
14,951
shares
|
$490,542
0.02% of portfolio
|
Q3 2023
Added 1.73%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
14,703
shares
|
$482,405
0.26% of portfolio
|
Q1 2023
Added 0.84%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
14,651
shares
|
$480,699
0.0% of portfolio
|
Q3 2024
Added 4.2%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
14,588
shares
|
$478,632
0.05% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
14,226
shares
|
$466,755
0.12% of portfolio
|
Q3 2024
Added 8.69%
|
|
|
Absolute Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
14,024
shares
|
$460,127
0.29% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
13,978
shares
|
$458,618
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
13,520
shares
|
$443,591
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
12,727
shares
|
$417,572
0.07% of portfolio
|
Q4 2024
Reduced 20.69%
|
|
|
Alliance Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
12,643
shares
|
$414,816
0.24% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
11,906
shares
|
$390,635
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
11,666
shares
|
$382,761
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
11,663
shares
|
$382,663
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Ge Investment Management Corp.
Norwalk, CT |
Nov 14, 2024 Q3 2024 |
11,588
shares
|
$380,202
0.12% of portfolio
|
Q3 2024
Reduced 65.44%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
11,583
shares
|
$380,038
0.12% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
11,179
shares
|
$366,782
0.15% of portfolio
|
Q3 2024
Added 66.35%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
11,123
shares
|
$364,945
0.03% of portfolio
|
Q3 2024
Added 115.23%
|
|
|
Cypress Financial Planning LLC
|
Jan 13, 2025 Q4 2024 |
10,692
shares
|
$350,804
0.13% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
10,646
shares
|
$349,295
0.02% of portfolio
|
Q3 2024
Reduced 10.49%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Nov 06, 2024 Q3 2024 |
10,636
shares
|
$348,967
0.22% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
10,553
shares
|
$346,243
0.13% of portfolio
|
Q4 2024
Added 61.56%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
10,444
shares
|
$342,667
0.03% of portfolio
|
Q3 2024
Reduced 7.05%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 22, 2025 Q4 2024 |
10,393
shares
|
$340,994
0.0% of portfolio
|
Q4 2024
Added 10.92%
|