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 637 institutions that hold shares in the stock, with a total of 275 Million shares, which have been reported (via 13F filing form) to have a value of $9.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
792,394
shares
|
$26.7 Million
0.0% of portfolio
|
Q3 2025
Reduced 53.13%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
789,724
shares
|
$26.6 Million
0.8% of portfolio
|
Q3 2025
Reduced 5.2%
|
|
|
Occidental Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
772,102
shares
|
$26.1 Million
3.33% of portfolio
|
Q3 2025
Added 6.52%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
752,977
shares
|
$25.4 Million
3.6% of portfolio
|
Q3 2025
Added 6.63%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Oct 14, 2025 Q3 2025 |
747,720
shares
|
$25.2 Million
3.47% of portfolio
|
Q3 2025
Added 10.29%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Nov 10, 2025 Q3 2025 |
699,809
shares
|
$23.6 Million
2.06% of portfolio
|
Q3 2025
Added 3.49%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
693,462
shares
|
$23.4 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.5%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
675,123
shares
|
$22.8 Million
1.08% of portfolio
|
Q3 2025
Added 11.22%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 12, 2025 Q3 2025 |
667,870
shares
|
$22.5 Million
8.01% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
664,601
shares
|
$22.4 Million
4.94% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
662,460
shares
|
$22.4 Million
3.29% of portfolio
|
Q3 2025
Added 18.38%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Nov 03, 2025 Q3 2025 |
620,183
shares
|
$20.9 Million
9.36% of portfolio
|
Q3 2025
New holding
|
|
|
Goal Vest Advisory LLC
|
Oct 22, 2025 Q3 2025 |
568,062
shares
|
$19.2 Million
4.25% of portfolio
|
Q3 2025
Added 8.21%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
565,498
shares
|
$19.1 Million
0.26% of portfolio
|
Q3 2025
Added 229.64%
|
|
|
Bank Of Nova Scotia
|
Nov 14, 2025 Q3 2025 |
561,622
shares
|
$18.9 Million
0.04% of portfolio
|
Q3 2025
Added 88.9%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
530,507
shares
|
$17.9 Million
2.2% of portfolio
|
Q3 2025
Added 13.62%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
529,826
shares
|
$17.9 Million
0.02% of portfolio
|
Q3 2024
Added 22.23%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
523,622
shares
|
$17.7 Million
2.74% of portfolio
|
Q2 2023
Added 15.54%
|
|
|
Wrapmanager Inc
|
Nov 10, 2025 Q3 2025 |
513,548
shares
|
$17.3 Million
5.42% of portfolio
|
Q3 2025
Reduced 26.95%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
504,008
shares
|
$17 Million
3.38% of portfolio
|
Q3 2025
Added 11.32%
|
|
|
Truefg, LLC
Cedar Park, TX |
Nov 06, 2025 Q3 2025 |
489,768
shares
|
$16.5 Million
4.6% of portfolio
|
Q3 2025
Added 5.14%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
489,280
shares
|
$16.5 Million
3.23% of portfolio
|
Q2 2025
Added 15.39%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
485,057
shares
|
$16.4 Million
0.0% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2025 Q3 2025 |
478,594
shares
|
$16.1 Million
0.11% of portfolio
|
Q3 2025
Added 1.84%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
454,718
shares
|
$15.3 Million
0.09% of portfolio
|
Q2 2025
Added 7.52%
|
|