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 |
|---|---|---|---|---|---|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
452,773
shares
|
$15.2 Million
3.28% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Advocacy Wealth Management Services, LLC
|
Aug 13, 2025 Q2 2025 |
445,213
shares
|
$15 Million
1.16% of portfolio
|
Q2 2025
Added 6.42%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
415,276
shares
|
$14 Million
0.02% of portfolio
|
Q2 2025
Added 5.34%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
407,272
shares
|
$13.7 Million
0.05% of portfolio
|
Q2 2025
Reduced 68.68%
|
|
|
Leuthold Group, LLC
|
Aug 13, 2025 Q2 2025 |
388,529
shares
|
$13.1 Million
1.6% of portfolio
|
Q2 2025
Added 18.73%
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Aug 08, 2025 Q2 2025 |
381,334
shares
|
$12.8 Million
6.08% of portfolio
|
Q2 2025
Added 25.4%
|
|
|
Duff & Phelps Investment Management CO
Chicago, IL |
Aug 11, 2025 Q2 2025 |
372,415
shares
|
$12.5 Million
0.15% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
363,811
shares
|
$12.2 Million
0.05% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jul 18, 2025 Q2 2025 |
363,549
shares
|
$12.2 Million
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
356,889
shares
|
$12 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.82%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
356,213
shares
|
$12 Million
0.34% of portfolio
|
Q2 2025
Added 66.15%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
355,216
shares
|
$11.9 Million
0.26% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
337,517
shares
|
$11.3 Million
0.01% of portfolio
|
Q2 2025
Added 6.01%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
332,801
shares
|
$11.2 Million
0.03% of portfolio
|
Q2 2025
Added 11.46%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
325,260
shares
|
$10.9 Million
1.24% of portfolio
|
Q4 2023
Added 0.93%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
323,933
shares
|
$10.9 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
319,145
shares
|
$10.7 Million
0.01% of portfolio
|
Q2 2025
Added 56.81%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
316,171
shares
|
$10.6 Million
0.67% of portfolio
|
Q2 2025
Added 12.75%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
306,860
shares
|
$10.3 Million
1.14% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
304,943
shares
|
$10.2 Million
0.11% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
301,010
shares
|
$10.1 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
298,900
shares
|
$10 Million
0.01% of portfolio
|
Q2 2025
Reduced 68.47%
|
|
|
Bank Of Nova Scotia
|
Aug 13, 2025 Q2 2025 |
297,310
shares
|
$9.99 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Jul 30, 2025 Q2 2025 |
297,081
shares
|
$9.98 Million
0.14% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Shilanski & Associates, Inc.
|
Aug 01, 2025 Q2 2025 |
290,618
shares
|
$9.76 Million
2.79% of portfolio
|
Q2 2025
Added 1.97%
|