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 |
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
92,267
shares
|
$3.06 Million
0.08% of portfolio
|
Q4 2024
Added 53.43%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
90,144
shares
|
$2.99 Million
0.01% of portfolio
|
Q1 2025
Added 29.7%
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
89,964
shares
|
$2.99 Million
0.16% of portfolio
|
Q4 2024
Added 2.27%
|
|
Visionary Horizons, LLC
Knoxville, TN |
Apr 15, 2025 Q1 2025 |
86,303
shares
|
$2.87 Million
2.02% of portfolio
|
Q1 2025
Added 233.89%
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
86,110
shares
|
$2.86 Million
0.05% of portfolio
|
Q4 2024
Added 3.89%
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
84,553
shares
|
$2.81 Million
0.31% of portfolio
|
Q1 2025
Added 32.38%
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Feb 13, 2025 Q4 2024 |
84,161
shares
|
$2.79 Million
2.46% of portfolio
|
Q4 2024
Added 3.78%
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
84,088
shares
|
$2.79 Million
0.09% of portfolio
|
Q4 2024
Added 2347.26%
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
83,826
shares
|
$2.78 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
82,384
shares
|
$2.74 Million
0.7% of portfolio
|
Q4 2024
Added 17.35%
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
80,824
shares
|
$2.68 Million
1.3% of portfolio
|
Q1 2025
Added 43.98%
|
|
Accurate Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
79,049
shares
|
$2.62 Million
0.54% of portfolio
|
Q1 2025
Added 6.42%
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
78,932
shares
|
$2.62 Million
0.16% of portfolio
|
Q4 2024
Added 2.83%
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
77,663
shares
|
$2.58 Million
0.41% of portfolio
|
Q1 2025
Added 0.37%
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Jan 28, 2025 Q4 2024 |
77,220
shares
|
$2.56 Million
1.23% of portfolio
|
Q4 2024
New holding
|
|
Aspetuck Financial Management LLC
Westport, CT |
Apr 23, 2025 Q1 2025 |
73,870
shares
|
$2.45 Million
2.11% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Apr 11, 2025 Q1 2025 |
73,396
shares
|
$2.44 Million
0.88% of portfolio
|
Q1 2025
Added 81.18%
|
|
Clifford Group, LLC
Wayland, MA |
Feb 12, 2025 Q4 2024 |
72,801
shares
|
$2.42 Million
1.82% of portfolio
|
Q4 2024
Added 9.15%
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Apr 16, 2025 Q1 2025 |
72,630
shares
|
$2.41 Million
2.26% of portfolio
|
Q1 2025
Reduced 6.63%
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
72,299
shares
|
$2.4 Million
0.13% of portfolio
|
Q4 2024
Added 3.59%
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
72,263
shares
|
$2.4 Million
0.1% of portfolio
|
Q4 2024
Added 57.69%
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
72,021
shares
|
$2.39 Million
0.45% of portfolio
|
Q3 2024
Added 24.17%
|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
71,199
shares
|
$2.36 Million
0.32% of portfolio
|
Q4 2024
Added 4.07%
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
70,781
shares
|
$2.35 Million
0.11% of portfolio
|
Q4 2024
Added 8.9%
|
|
Pacific Financial Group Inc
|
Apr 23, 2025 Q1 2025 |
70,672
shares
|
$2.35 Million
1.9% of portfolio
|
Q1 2025
Reduced 5.5%
|