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 |
|---|---|---|---|---|---|
|
Members Advisory Group LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
398,291
shares
|
$13.1 Million
6.91% of portfolio
|
Q3 2024
New holding
|
|
|
Cabot Wealth Management Inc
|
Oct 15, 2024 Q3 2024 |
380,544
shares
|
$12.5 Million
1.61% of portfolio
|
Q3 2024
Reduced 47.04%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
364,070
shares
|
$11.9 Million
0.02% of portfolio
|
Q3 2024
Added 55.52%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 22, 2025 Q4 2024 |
363,549
shares
|
$11.9 Million
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Duff & Phelps Investment Management CO
Chicago, IL |
Nov 15, 2024 Q3 2024 |
362,015
shares
|
$11.9 Million
0.14% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
356,889
shares
|
$11.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.82%
|
|
|
5th Street Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
349,009
shares
|
$11.5 Million
5.73% of portfolio
|
Q3 2024
Added 15.56%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
337,877
shares
|
$11.1 Million
0.28% of portfolio
|
Q3 2024
Added 79.51%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
325,260
shares
|
$10.7 Million
1.24% of portfolio
|
Q4 2023
Added 0.93%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
324,282
shares
|
$10.6 Million
0.01% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
Fortune 45 LLC
|
Nov 14, 2024 Q3 2024 |
318,175
shares
|
$10.4 Million
7.62% of portfolio
|
Q3 2024
Added 11.36%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
316,516
shares
|
$10.4 Million
0.02% of portfolio
|
Q3 2024
Added 160.09%
|
|
|
Htlf Bank
Denver, CO |
Oct 15, 2024 Q3 2024 |
315,824
shares
|
$10.4 Million
1.16% of portfolio
|
Q3 2024
Added 103.62%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
315,156
shares
|
$10.3 Million
0.03% of portfolio
|
Q4 2024
Added 6.19%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
294,454
shares
|
$9.66 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Oct 16, 2024 Q3 2024 |
291,099
shares
|
$9.55 Million
4.94% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Bank Hapoalim Bm
|
Oct 28, 2024 Q3 2024 |
290,588
shares
|
$9.53 Million
1.48% of portfolio
|
Q3 2024
Added 5.37%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
279,770
shares
|
$9.18 Million
0.02% of portfolio
|
Q3 2024
Added 32.05%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
273,332
shares
|
$8.97 Million
0.06% of portfolio
|
Q3 2024
Added 12.41%
|
|
|
Shilanski & Associates, Inc.
|
Jan 21, 2025 Q4 2024 |
271,973
shares
|
$8.92 Million
2.87% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Amtrust Financial Services, Inc.
New York, NY |
Nov 04, 2024 Q3 2024 |
270,400
shares
|
$8.87 Million
4.43% of portfolio
|
Q4 2020
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
269,918
shares
|
$8.86 Million
0.28% of portfolio
|
Q3 2024
Reduced 5.29%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
260,634
shares
|
$8.55 Million
0.59% of portfolio
|
Q4 2024
Added 22.14%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
258,559
shares
|
$8.48 Million
0.03% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
245,497
shares
|
$8.05 Million
0.61% of portfolio
|
Q3 2024
Added 5.12%
|