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 |
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jan 23, 2025 Q4 2024 |
734,701
shares
|
$24.4 Million
5.29% of portfolio
|
Q4 2024
New holding
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
705,092
shares
|
$23.4 Million
3.63% of portfolio
|
Q4 2024
Added 5.74%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
686,938
shares
|
$22.8 Million
5.51% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 12, 2025 Q4 2024 |
673,103
shares
|
$22.3 Million
8.29% of portfolio
|
Q4 2024
Added 18.5%
|
|
|
Compton Financial Group, LLC
|
Apr 11, 2025 Q1 2025 |
660,856
shares
|
$21.9 Million
6.34% of portfolio
|
Q1 2025
New holding
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Apr 16, 2025 Q1 2025 |
657,009
shares
|
$21.8 Million
3.64% of portfolio
|
Q1 2025
Added 5.65%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
631,336
shares
|
$21 Million
2.19% of portfolio
|
Q4 2024
Added 26.12%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
620,741
shares
|
$20.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 37.75%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
609,472
shares
|
$20.2 Million
0.25% of portfolio
|
Q1 2025
Added 3.16%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
581,214
shares
|
$19.3 Million
0.14% of portfolio
|
Q4 2024
Reduced 33.16%
|
|
|
Wrapmanager Inc
|
Feb 04, 2025 Q4 2024 |
578,200
shares
|
$19.2 Million
4.91% of portfolio
|
Q4 2024
Added 5.78%
|
|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
558,987
shares
|
$18.6 Million
6.12% of portfolio
|
Q1 2025
Added 8.82%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
551,744
shares
|
$18.3 Million
1.98% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
547,584
shares
|
$18.2 Million
3.1% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
532,836
shares
|
$17.7 Million
0.44% of portfolio
|
Q1 2025
Reduced 84.22%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
529,826
shares
|
$17.6 Million
0.02% of portfolio
|
Q3 2024
Added 22.23%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
523,622
shares
|
$17.4 Million
2.74% of portfolio
|
Q2 2023
Added 15.54%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
482,324
shares
|
$16 Million
0.01% of portfolio
|
Q4 2024
Added 48.74%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
470,098
shares
|
$15.6 Million
4.43% of portfolio
|
Q1 2025
Added 6.26%
|
|
|
Truefg, LLC
Cedar Park, TX |
Apr 14, 2025 Q1 2025 |
466,146
shares
|
$15.5 Million
5.12% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
461,207
shares
|
$15.3 Million
0.07% of portfolio
|
Q4 2024
Reduced 43.08%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
456,044
shares
|
$15.1 Million
0.0% of portfolio
|
Q4 2024
Reduced 22.86%
|
|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
451,045
shares
|
$15 Million
5.79% of portfolio
|
Q1 2025
Reduced 28.63%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
440,912
shares
|
$14.6 Million
3.56% of portfolio
|
Q2 2024
Added 11.94%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
434,553
shares
|
$14.4 Million
0.37% of portfolio
|
Q1 2025
Added 24.74%
|