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 |
|---|---|---|---|---|---|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jan 23, 2025 Q4 2024 |
734,701
shares
|
$24.4 Million
5.29% of portfolio
|
Q4 2024
New holding
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
705,092
shares
|
$23.4 Million
3.63% of portfolio
|
Q4 2024
Added 5.74%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
679,885
shares
|
$22.6 Million
5.51% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 12, 2025 Q4 2024 |
673,103
shares
|
$22.3 Million
8.29% of portfolio
|
Q4 2024
Added 18.5%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jan 21, 2025 Q4 2024 |
663,018
shares
|
$22 Million
2.35% of portfolio
|
Q4 2024
New holding
|
|
|
Gen Trust, LLC
|
Feb 04, 2025 Q4 2024 |
656,583
shares
|
$21.8 Million
0.96% of portfolio
|
Q4 2024
Added 5.83%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
631,987
shares
|
$21 Million
8.64% of portfolio
|
Q4 2024
Reduced 3.11%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
631,336
shares
|
$21 Million
2.19% of portfolio
|
Q4 2024
Added 26.12%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jan 17, 2025 Q4 2024 |
621,877
shares
|
$20.6 Million
3.65% of portfolio
|
Q4 2024
Added 6.8%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
620,741
shares
|
$20.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 37.75%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
590,800
shares
|
$19.6 Million
0.2% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
581,214
shares
|
$19.3 Million
0.14% of portfolio
|
Q4 2024
Reduced 33.16%
|
|
|
Wrapmanager Inc
|
Feb 04, 2025 Q4 2024 |
578,200
shares
|
$19.2 Million
4.91% of portfolio
|
Q4 2024
Added 5.78%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
538,169
shares
|
$17.9 Million
1.87% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
536,786
shares
|
$17.8 Million
2.96% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
529,826
shares
|
$17.6 Million
0.02% of portfolio
|
Q3 2024
Added 22.23%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
523,622
shares
|
$17.4 Million
2.74% of portfolio
|
Q2 2023
Added 15.54%
|
|
|
Integral Investment Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
513,675
shares
|
$17.1 Million
4.55% of portfolio
|
Q4 2024
Added 12.3%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
482,324
shares
|
$16 Million
0.01% of portfolio
|
Q4 2024
Added 48.74%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
461,207
shares
|
$15.3 Million
0.07% of portfolio
|
Q4 2024
Reduced 43.08%
|
|
|
Truefg, LLC
Cedar Park, TX |
Jan 14, 2025 Q4 2024 |
460,187
shares
|
$15.3 Million
4.93% of portfolio
|
Q4 2024
Added 4.23%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
456,044
shares
|
$15.1 Million
0.0% of portfolio
|
Q4 2024
Reduced 22.86%
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
442,404
shares
|
$14.7 Million
4.11% of portfolio
|
Q4 2024
Added 74.06%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
440,912
shares
|
$14.6 Million
3.56% of portfolio
|
Q2 2024
Added 11.94%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
432,300
shares
|
$14.4 Million
0.02% of portfolio
|
Q4 2024
Added 3.66%
|