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 599 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 $8.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
431,763
shares
|
$14.3 Million
0.57% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Leuthold Group, LLC
|
Feb 03, 2025 Q4 2024 |
429,917
shares
|
$14.2 Million
1.76% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
424,030
shares
|
$14 Million
3.17% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
422,393
shares
|
$14 Million
0.22% of portfolio
|
Q4 2024
Added 5.98%
|
|
|
Advocacy Wealth Management Services, LLC
|
Feb 14, 2025 Q4 2024 |
412,390
shares
|
$13.6 Million
1.11% of portfolio
|
Q4 2024
New holding
|
|
|
Cabot Wealth Management Inc
|
Feb 03, 2025 Q4 2024 |
398,838
shares
|
$13.2 Million
1.67% of portfolio
|
Q4 2024
Added 4.81%
|
|
|
Duff & Phelps Investment Management CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
365,715
shares
|
$12.1 Million
0.15% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 22, 2025 Q4 2024 |
363,549
shares
|
$12 Million
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
356,889
shares
|
$11.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.82%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
351,833
shares
|
$11.6 Million
0.07% of portfolio
|
Q4 2024
Added 28.72%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
348,361
shares
|
$11.5 Million
0.41% of portfolio
|
Q4 2024
Reduced 24.42%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
325,260
shares
|
$10.8 Million
1.24% of portfolio
|
Q4 2023
Added 0.93%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
316,400
shares
|
$10.5 Million
0.02% of portfolio
|
Q4 2024
Added 13.09%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
315,156
shares
|
$10.4 Million
0.03% of portfolio
|
Q4 2024
Added 6.19%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
306,860
shares
|
$10.2 Million
1.14% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
305,877
shares
|
$10.1 Million
0.29% of portfolio
|
Q4 2024
Added 13.32%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
304,311
shares
|
$10.1 Million
0.1% of portfolio
|
Q4 2024
Added 3.35%
|
|
|
Fortune 45 LLC
|
Feb 13, 2025 Q4 2024 |
304,236
shares
|
$10.1 Million
6.53% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Feb 11, 2025 Q4 2024 |
295,019
shares
|
$9.76 Million
5.17% of portfolio
|
Q4 2024
Reduced 27.73%
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Oct 16, 2024 Q3 2024 |
291,099
shares
|
$9.63 Million
4.94% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Alps Advisors Inc
Denver, CO |
Feb 13, 2025 Q4 2024 |
281,315
shares
|
$9.31 Million
0.06% of portfolio
|
Q4 2024
Added 48.03%
|
|
|
Shilanski & Associates, Inc.
|
Jan 21, 2025 Q4 2024 |
271,973
shares
|
$9 Million
2.87% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Amtrust Financial Services, Inc.
New York, NY |
Jan 29, 2025 Q4 2024 |
270,400
shares
|
$8.94 Million
4.25% of portfolio
|
Q4 2020
New holding
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
264,067
shares
|
$8.74 Million
0.64% of portfolio
|
Q4 2024
Added 7.56%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
260,634
shares
|
$8.62 Million
0.59% of portfolio
|
Q4 2024
Added 22.14%
|