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 558 institutions that hold shares in the stock, with a total of 219 Million shares, which have been reported (via 13F filing form) to have a value of $7.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
12,614
shares
|
$415,631
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
12,574
shares
|
$414,313
0.29% of portfolio
|
Q4 2024
Added 150.03%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
11,906
shares
|
$392,302
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
11,705
shares
|
$385,679
0.16% of portfolio
|
Q4 2024
Added 1740.41%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
11,666
shares
|
$384,394
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
11,663
shares
|
$384,295
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Ge Investment Management Corp.
Norwalk, CT |
Nov 14, 2024 Q3 2024 |
11,588
shares
|
$381,824
0.12% of portfolio
|
Q3 2024
Reduced 65.44%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
11,123
shares
|
$366,502
0.03% of portfolio
|
Q3 2024
Added 115.23%
|
|
|
Cypress Financial Planning LLC
|
Jan 13, 2025 Q4 2024 |
10,692
shares
|
$352,301
0.13% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
10,652
shares
|
$350,983
0.02% of portfolio
|
Q4 2024
Added 72.45%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Jan 31, 2025 Q4 2024 |
10,636
shares
|
$350,456
0.21% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
10,553
shares
|
$347,721
0.13% of portfolio
|
Q4 2024
Added 61.56%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
10,492
shares
|
$345,711
0.13% of portfolio
|
Q4 2024
Reduced 6.15%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
10,444
shares
|
$344,129
0.03% of portfolio
|
Q3 2024
Reduced 7.05%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
10,352
shares
|
$341,098
0.04% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
10,274
shares
|
$338,528
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
10,124
shares
|
$333,585
0.03% of portfolio
|
Q3 2024
Added 9.61%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
9,757
shares
|
$321,493
0.03% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
9,385
shares
|
$309,235
0.24% of portfolio
|
Q3 2024
Added 14.93%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
9,370
shares
|
$308,741
0.0% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 15, 2025 Q4 2024 |
9,336
shares
|
$307,621
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
9,078
shares
|
$299,120
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
1492 Capital Management LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
9,055
shares
|
$298,362
0.17% of portfolio
|
Q2 2024
Reduced 8.5%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
9,023
shares
|
$297,307
0.05% of portfolio
|
Q4 2022
Reduced 43.7%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
9,021
shares
|
$297,241
0.0% of portfolio
|
Q3 2024
Reduced 6.85%
|