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 608 institutions that hold shares in the stock, with a total of 244 Million shares, which have been reported (via 13F filing form) to have a value of $8.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Dodds Wealth, LLC
Greenwood Village, CO |
Apr 16, 2025 Q1 2025 |
1,422,160
shares
|
$47.2 Million
15.41% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Feb 14, 2025 Q4 2024 |
1,402,903
shares
|
$46.6 Million
0.39% of portfolio
|
Q4 2021
Added 70.66%
|
|
|
Erts Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,352,832
shares
|
$44.9 Million
8.75% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,293,466
shares
|
$42.9 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Trust CO Of Virginia
|
Apr 24, 2025 Q1 2025 |
1,271,016
shares
|
$42.2 Million
4.0% of portfolio
|
Q1 2025
Added 5.2%
|
|
|
Hudson Valley Investment Advisors Inc
|
Apr 11, 2025 Q1 2025 |
1,254,198
shares
|
$41.6 Million
4.99% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,199,288
shares
|
$39.8 Million
0.16% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
1,149,292
shares
|
$38.2 Million
0.08% of portfolio
|
Q1 2025
Added 28.81%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,135,413
shares
|
$37.7 Million
0.01% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
1,095,436
shares
|
$36.4 Million
0.08% of portfolio
|
Q4 2024
Reduced 5.11%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,068,272
shares
|
$35.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 28.56%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
1,028,245
shares
|
$34.1 Million
2.98% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
989,590
shares
|
$32.9 Million
0.01% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
856,543
shares
|
$28.4 Million
0.4% of portfolio
|
Q4 2024
Reduced 4.34%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
829,635
shares
|
$27.5 Million
1.35% of portfolio
|
Q1 2025
Added 5.56%
|
|
|
Burt Wealth Advisors
|
Apr 22, 2025 Q1 2025 |
825,105
shares
|
$27.4 Million
6.81% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
812,140
shares
|
$27 Million
0.04% of portfolio
|
Q4 2024
Added 156.59%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
802,385
shares
|
$26.6 Million
0.06% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Apr 14, 2025 Q1 2025 |
801,066
shares
|
$26.6 Million
2.71% of portfolio
|
Q1 2025
Added 20.82%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
800,042
shares
|
$26.6 Million
0.43% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
794,244
shares
|
$26.4 Million
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
768,542
shares
|
$25.5 Million
0.86% of portfolio
|
Q1 2025
Reduced 11.35%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Feb 13, 2025 Q4 2024 |
748,091
shares
|
$24.8 Million
12.48% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Feb 12, 2025 Q4 2024 |
745,696
shares
|
$24.8 Million
3.24% of portfolio
|
Q4 2024
Reduced 4.83%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
736,572
shares
|
$24.5 Million
4.0% of portfolio
|
Q4 2024
New holding
|