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 625 institutions that hold shares in the stock, with a total of 259 Million shares, which have been reported (via 13F filing form) to have a value of $8.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
824,404
shares
|
$27.7 Million
4.12% of portfolio
|
Q2 2025
Added 7.73%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
823,264
shares
|
$27.7 Million
0.4% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
819,060
shares
|
$27.5 Million
0.55% of portfolio
|
Q2 2025
Added 88.48%
|
|
|
Erts Wealth Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
809,255
shares
|
$27.2 Million
9.37% of portfolio
|
Q2 2025
Reduced 40.18%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Jul 29, 2025 Q2 2025 |
786,961
shares
|
$26.4 Million
4.21% of portfolio
|
Q2 2025
Added 18.38%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
726,133
shares
|
$24.4 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
724,848
shares
|
$24.4 Million
3.4% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
706,171
shares
|
$23.7 Million
3.63% of portfolio
|
Q2 2025
New holding
|
|
|
Wrapmanager Inc
|
Aug 08, 2025 Q2 2025 |
702,994
shares
|
$23.6 Million
5.83% of portfolio
|
Q2 2025
Added 8.87%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
677,943
shares
|
$22.8 Million
3.4% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
676,214
shares
|
$22.7 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
|
$22.4 Million
5.21% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Aug 13, 2025 Q2 2025 |
659,808
shares
|
$22.2 Million
9.07% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
607,038
shares
|
$20.4 Million
1.11% of portfolio
|
Q2 2025
Reduced 30.05%
|
|
|
Integral Investment Advisors, Inc.
|
Aug 01, 2025 Q2 2025 |
584,055
shares
|
$19.6 Million
5.78% of portfolio
|
Q2 2025
Added 4.48%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
559,589
shares
|
$18.8 Million
2.96% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
529,826
shares
|
$17.8 Million
0.02% of portfolio
|
Q3 2024
Added 22.23%
|
|
|
Goal Vest Advisory LLC
|
Aug 01, 2025 Q2 2025 |
524,943
shares
|
$17.6 Million
4.49% of portfolio
|
Q2 2025
Added 11.67%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
523,622
shares
|
$17.6 Million
2.74% of portfolio
|
Q2 2023
Added 15.54%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
489,280
shares
|
$16.4 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
|
$15.8 Million
0.12% of portfolio
|
Q2 2025
Reduced 20.5%
|
|
|
Symphony Financial, Ltd. Co.
|
Aug 14, 2025 Q2 2025 |
466,916
shares
|
$15.7 Million
1.37% of portfolio
|
Q2 2025
Reduced 65.76%
|
|
|
Truefg, LLC
Cedar Park, TX |
Aug 14, 2025 Q2 2025 |
465,814
shares
|
$15.7 Million
4.66% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
461,733
shares
|
$15.5 Million
0.0% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
454,718
shares
|
$15.3 Million
0.09% of portfolio
|
Q2 2025
Added 7.52%
|