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 527 institutions that hold shares in the stock, with a total of 197 Million shares, which have been reported (via 13F filing form) to have a value of $6.65 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2024 Q2 2024 |
43,373,868
shares
|
$1.47 Billion
0.27% of portfolio
|
Q2 2024
Added 40.31%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
32,456,990
shares
|
$1.1 Billion
0.54% of portfolio
|
Q2 2024
Added 10.7%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
8,822,056
shares
|
$298 Million
0.1% of portfolio
|
Q2 2024
Added 8.46%
|
|
Creative Planning
Overland Park, KS |
Aug 15, 2024 Q2 2024 |
7,151,543
shares
|
$242 Million
0.25% of portfolio
|
Q2 2024
Reduced 0.73%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
5,919,573
shares
|
$200 Million
0.05% of portfolio
|
Q2 2024
Reduced 30.5%
|
|
D.A. Davidson & Co.
|
Jul 31, 2024 Q2 2024 |
4,885,864
shares
|
$165 Million
1.42% of portfolio
|
Q2 2024
Added 1.89%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
4,295,599
shares
|
$145 Million
0.01% of portfolio
|
Q1 2024
Reduced 9.66%
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Sep 16, 2024 Q2 2024 |
3,753,000
shares
|
$127 Million
0.34% of portfolio
|
Q2 2024
Reduced 1.89%
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 11, 2024 Q2 2024 |
3,324,564
shares
|
$112 Million
2.32% of portfolio
|
Q2 2024
Added 7.02%
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
3,279,149
shares
|
$111 Million
0.33% of portfolio
|
Q2 2024
Added 7.74%
|
|
Mission Wealth Management, LP
|
Aug 02, 2024 Q2 2024 |
2,934,154
shares
|
$99.1 Million
2.55% of portfolio
|
Q2 2024
Added 5.67%
|
|
Buckingham Capital Management, Inc.
|
Jul 15, 2024 Q2 2024 |
2,817,031
shares
|
$95.2 Million
11.1% of portfolio
|
Q2 2024
Added 9.37%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
2,505,656
shares
|
$84.6 Million
0.13% of portfolio
|
Q2 2024
Added 4.4%
|
|
State Of New Jersey Common Pension Fund D
|
Aug 07, 2024 Q2 2024 |
2,055,766
shares
|
$69.4 Million
0.3% of portfolio
|
Q2 2024
Reduced 32.38%
|
|
Eastern Bank
|
Jul 23, 2024 Q2 2024 |
2,005,868
shares
|
$67.8 Million
2.72% of portfolio
|
Q2 2024
Added 1.13%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
1,981,844
shares
|
$66.9 Million
0.02% of portfolio
|
Q2 2024
Reduced 21.55%
|
|
Capital Advisors Inc
|
Jul 31, 2024 Q2 2024 |
1,915,702
shares
|
$64.7 Million
1.31% of portfolio
|
Q2 2024
Reduced 2.18%
|
|
True Link Financial Advisors, LLC
|
Jul 12, 2024 Q2 2024 |
1,668,034
shares
|
$56.3 Million
5.04% of portfolio
|
Q2 2024
Added 4.58%
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
1,517,839
shares
|
$51.3 Million
0.33% of portfolio
|
Q2 2024
Added 3.66%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
1,462,036
shares
|
$49.4 Million
0.0% of portfolio
|
Q2 2024
Reduced 11.9%
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
1,434,187
shares
|
$48.4 Million
0.22% of portfolio
|
Q2 2024
Reduced 0.41%
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Aug 14, 2024 Q2 2024 |
1,402,903
shares
|
$47.4 Million
0.4% of portfolio
|
Q4 2021
Added 70.66%
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Jul 25, 2024 Q2 2024 |
1,304,848
shares
|
$44.1 Million
16.64% of portfolio
|
Q2 2024
Added 2.89%
|
|
Erts Wealth Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
1,284,247
shares
|
$43.4 Million
8.41% of portfolio
|
Q2 2024
Added 6.43%
|
|
Stephens Group Asset Management, LLC
|
Jul 10, 2024 Q2 2024 |
1,232,269
shares
|
$41.6 Million
3.66% of portfolio
|
Q2 2024
Added 1.12%
|