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 601 institutions that hold shares in the stock, with a total of 243 Million shares, which have been reported (via 13F filing form) to have a value of $8.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Zurich Insurance Group LTD
Zurich, V8 |
Feb 14, 2025 Q4 2024 |
1,402,903
shares
|
$46.6 Million
0.39% of portfolio
|
Q4 2021
Added 70.66%
|
|
|
Stephens Group Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,393,905
shares
|
$46.3 Million
3.8% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Jan 28, 2025 Q4 2024 |
1,391,238
shares
|
$46.2 Million
14.68% of portfolio
|
Q4 2024
Added 4.02%
|
|
|
Erts Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
1,366,968
shares
|
$45.4 Million
8.46% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,293,466
shares
|
$42.9 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jan 08, 2025 Q4 2024 |
1,234,843
shares
|
$41 Million
4.59% of portfolio
|
Q4 2024
Added 2.39%
|
|
|
Trust CO Of Virginia
|
Jan 29, 2025 Q4 2024 |
1,208,213
shares
|
$40.1 Million
3.68% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,199,288
shares
|
$39.8 Million
0.16% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,135,413
shares
|
$37.7 Million
0.01% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
1,095,436
shares
|
$36.4 Million
0.08% of portfolio
|
Q4 2024
Reduced 5.11%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,068,272
shares
|
$35.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 28.56%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
1,028,245
shares
|
$34.1 Million
2.98% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
989,590
shares
|
$32.9 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
892,248
shares
|
$29.6 Million
0.06% of portfolio
|
Q4 2024
Added 28.67%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
866,978
shares
|
$28.8 Million
1.23% of portfolio
|
Q4 2024
Added 8.18%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
856,543
shares
|
$28.4 Million
0.4% of portfolio
|
Q4 2024
Reduced 4.34%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
812,140
shares
|
$27 Million
0.04% of portfolio
|
Q4 2024
Added 156.59%
|
|
|
Burt Wealth Advisors
|
Feb 06, 2025 Q4 2024 |
808,271
shares
|
$26.8 Million
6.71% of portfolio
|
Q4 2024
Added 3.37%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
802,385
shares
|
$26.6 Million
0.06% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
800,042
shares
|
$26.6 Million
0.43% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
794,244
shares
|
$26.4 Million
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
785,960
shares
|
$26.1 Million
1.21% of portfolio
|
Q4 2024
Added 9.08%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Feb 13, 2025 Q4 2024 |
748,091
shares
|
$24.8 Million
12.48% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Feb 12, 2025 Q4 2024 |
745,696
shares
|
$24.8 Million
3.24% of portfolio
|
Q4 2024
Reduced 4.83%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
736,572
shares
|
$24.5 Million
4.0% of portfolio
|
Q4 2024
New holding
|