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 |
---|---|---|---|---|---|
Obsidian Personal Planning Solutions LLC
|
Jul 25, 2024 Q2 2024 |
276,469
shares
|
$9.34 Million
5.65% of portfolio
|
Q2 2024
Added 7.79%
|
|
Bank Hapoalim Bm
|
Jul 23, 2024 Q2 2024 |
275,779
shares
|
$9.32 Million
1.27% of portfolio
|
Q2 2024
Added 12.04%
|
|
Amtrust Financial Services, Inc.
New York, NY |
Aug 06, 2024 Q2 2024 |
270,400
shares
|
$9.13 Million
4.51% of portfolio
|
Q4 2020
New holding
|
|
Shilanski & Associates, Inc.
|
Jul 18, 2024 Q2 2024 |
269,952
shares
|
$9.12 Million
2.97% of portfolio
|
Q2 2024
Added 3.36%
|
|
M&T Bank Corp
|
Jul 31, 2024 Q2 2024 |
254,531
shares
|
$8.6 Million
0.03% of portfolio
|
Q2 2024
Reduced 46.3%
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jul 15, 2024 Q2 2024 |
246,329
shares
|
$8.32 Million
5.89% of portfolio
|
Q2 2024
Added 22.44%
|
|
Confluence Investment Management LLC
|
Jul 01, 2024 Q2 2024 |
244,519
shares
|
$8.26 Million
0.12% of portfolio
|
Q2 2024
Reduced 0.91%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
243,167
shares
|
$8.21 Million
0.06% of portfolio
|
Q2 2024
Added 22.81%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 31, 2024 Q2 2024 |
236,367
shares
|
$7.98 Million
0.37% of portfolio
|
Q2 2024
Added 69.71%
|
|
Prudential Financial Inc
Newark, NJ |
Aug 13, 2024 Q2 2024 |
234,106
shares
|
$7.91 Million
0.01% of portfolio
|
Q2 2024
Added 67.91%
|
|
Appleton Partners Inc
|
Jul 02, 2024 Q2 2024 |
233,547
shares
|
$7.89 Million
0.59% of portfolio
|
Q2 2024
Added 2.43%
|
|
Goal Vest Advisory LLC
|
Jul 30, 2024 Q2 2024 |
230,682
shares
|
$7.79 Million
2.43% of portfolio
|
Q2 2024
Added 45.5%
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Aug 09, 2024 Q2 2024 |
225,822
shares
|
$7.63 Million
0.22% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
211,860
shares
|
$7.16 Million
0.01% of portfolio
|
Q2 2024
Added 14.27%
|
|
Auour Investments LLC
Wenham, MA |
Jul 19, 2024 Q2 2024 |
211,005
shares
|
$7.13 Million
2.58% of portfolio
|
Q2 2024
Added 2.24%
|
|
F Dx Advisors, Inc.
|
Aug 02, 2024 Q2 2024 |
209,659
shares
|
$7.08 Million
1.89% of portfolio
|
Q2 2024
Reduced 1.35%
|
|
Flagship Harbor Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
209,158
shares
|
$7.07 Million
0.45% of portfolio
|
Q1 2024
Reduced 0.05%
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Aug 12, 2024 Q2 2024 |
202,839
shares
|
$6.85 Million
0.11% of portfolio
|
Q2 2024
Added 106.88%
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
Jul 25, 2024 Q2 2024 |
196,822
shares
|
$6.65 Million
5.03% of portfolio
|
Q2 2024
Added 10.29%
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 14, 2024 Q2 2024 |
196,705
shares
|
$6.64 Million
4.82% of portfolio
|
Q2 2024
Added 3.47%
|
|
Cornerstone Wealth Management, LLC
|
Jul 16, 2024 Q2 2024 |
195,810
shares
|
$6.61 Million
0.5% of portfolio
|
Q2 2024
Added 11.16%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
195,263
shares
|
$6.6 Million
0.03% of portfolio
|
Q2 2024
Added 56.13%
|
|
Alps Advisors Inc
Denver, CO |
Aug 13, 2024 Q2 2024 |
195,230
shares
|
$6.59 Million
0.04% of portfolio
|
Q2 2024
Added 57.38%
|
|
Proffitt & Goodson Inc
|
Jul 23, 2024 Q2 2024 |
194,332
shares
|
$6.56 Million
1.12% of portfolio
|
Q2 2024
Reduced 1.27%
|
|
Roundview Capital LLC
Princeton, NJ |
Aug 09, 2024 Q2 2024 |
192,276
shares
|
$6.5 Million
0.5% of portfolio
|
Q2 2024
Added 12.41%
|