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 |
|---|---|---|---|---|---|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
296
shares
|
$9,711
0.01% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
275
shares
|
$9,022
0.01% of portfolio
|
Q2 2022
Reduced 64.52%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
259
shares
|
$8,497
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
255
shares
|
$8,366
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
254
shares
|
$8,333
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
245
shares
|
$8,038
0.0% of portfolio
|
Q4 2022
Added 345.45%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
245
shares
|
$8,038
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
202
shares
|
$6,627
0.0% of portfolio
|
Q3 2024
Reduced 38.79%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
192
shares
|
$6,299
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
185
shares
|
$6,069
0.0% of portfolio
|
Q3 2024
Reduced 89.14%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
179
shares
|
$5,872
0.0% of portfolio
|
Q2 2022
Added 51.69%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
170
shares
|
$5,577
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
159
shares
|
$5,216
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New England Asset Management Inc
Farmington, CT |
Nov 07, 2024 Q3 2024 |
150
shares
|
$4,921
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
143
shares
|
$4,691
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
108
shares
|
$3,543
0.0% of portfolio
|
Q3 2024
Reduced 52.63%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
98
shares
|
$3,215
0.0% of portfolio
|
Q3 2024
Reduced 97.97%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
95
shares
|
$3,116
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
92
shares
|
$3,018
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
89
shares
|
$2,920
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
81
shares
|
$2,657
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
70
shares
|
$2,296
0.0% of portfolio
|
Q1 2024
Reduced 74.07%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
62
shares
|
$2,034
0.0% of portfolio
|
Q2 2024
Reduced 67.54%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
50
shares
|
$1,640
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
50
shares
|
$1,640
0.0% of portfolio
|
Q3 2024
New holding
|