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 627 institutions that hold shares in the stock, with a total of 260 Million shares, which have been reported (via 13F filing form) to have a value of $8.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
823,264
shares
|
$27.9 Million
0.4% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 22, 2025 Q3 2025 |
815,347
shares
|
$27.7 Million
4.1% of portfolio
|
Q3 2025
Added 3.61%
|
|
|
Erts Wealth Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
809,255
shares
|
$27.5 Million
9.37% of portfolio
|
Q2 2025
Reduced 40.18%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
789,724
shares
|
$26.8 Million
0.8% of portfolio
|
Q3 2025
Reduced 5.2%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Oct 14, 2025 Q3 2025 |
747,720
shares
|
$25.4 Million
3.47% of portfolio
|
Q3 2025
Added 10.29%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
724,848
shares
|
$24.6 Million
3.4% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
706,171
shares
|
$24 Million
3.63% of portfolio
|
Q2 2025
New holding
|
|
|
Wrapmanager Inc
|
Aug 08, 2025 Q2 2025 |
702,994
shares
|
$23.9 Million
5.83% of portfolio
|
Q2 2025
Added 8.87%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
693,462
shares
|
$23.5 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.5%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
676,214
shares
|
$23 Million
2.15% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
667,254
shares
|
$22.7 Million
5.21% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
662,460
shares
|
$22.5 Million
3.29% of portfolio
|
Q3 2025
Added 18.38%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Aug 13, 2025 Q2 2025 |
659,808
shares
|
$22.4 Million
9.07% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
607,038
shares
|
$20.6 Million
1.11% of portfolio
|
Q2 2025
Reduced 30.05%
|
|
|
Goal Vest Advisory LLC
|
Oct 22, 2025 Q3 2025 |
568,062
shares
|
$19.3 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
|
$19.2 Million
0.26% of portfolio
|
Q3 2025
Added 229.64%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
529,826
shares
|
$18 Million
0.02% of portfolio
|
Q3 2024
Added 22.23%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
523,622
shares
|
$17.8 Million
2.74% of portfolio
|
Q2 2023
Added 15.54%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
489,280
shares
|
$16.6 Million
3.23% of portfolio
|
Q2 2025
Added 15.39%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
469,957
shares
|
$16 Million
0.12% of portfolio
|
Q2 2025
Reduced 20.5%
|
|
|
Symphony Financial, Ltd. Co.
|
Aug 14, 2025 Q2 2025 |
466,916
shares
|
$15.9 Million
1.37% of portfolio
|
Q2 2025
Reduced 65.76%
|
|
|
Truefg, LLC
Cedar Park, TX |
Aug 14, 2025 Q2 2025 |
465,814
shares
|
$15.8 Million
4.66% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
461,733
shares
|
$15.7 Million
0.0% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
454,718
shares
|
$15.4 Million
0.09% of portfolio
|
Q2 2025
Added 7.52%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
452,773
shares
|
$15.4 Million
3.28% of portfolio
|
Q1 2025
Added 2.69%
|