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 608 institutions that hold shares in the stock, with a total of 244 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 |
|---|---|---|---|---|---|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
432,300
shares
|
$14.4 Million
0.02% of portfolio
|
Q4 2024
Added 3.66%
|
|
|
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%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Apr 17, 2025 Q1 2025 |
431,626
shares
|
$14.3 Million
3.45% of portfolio
|
Q1 2025
Added 118.1%
|
|
|
Leuthold Group, LLC
|
Feb 03, 2025 Q4 2024 |
429,917
shares
|
$14.3 Million
1.76% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
424,030
shares
|
$14.1 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
|
$13.7 Million
1.11% of portfolio
|
Q4 2024
New holding
|
|
|
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 |
Apr 16, 2025 Q1 2025 |
363,549
shares
|
$12.1 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
363,367
shares
|
$12.1 Million
0.05% of portfolio
|
Q1 2025
Added 62.48%
|
|
|
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
|
$11.7 Million
0.07% of portfolio
|
Q4 2024
Added 28.72%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
330,521
shares
|
$11 Million
0.03% of portfolio
|
Q1 2025
Added 4.88%
|
|
|
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%
|
|
|
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
|
$10.2 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%
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Apr 11, 2025 Q1 2025 |
304,095
shares
|
$10.1 Million
5.3% of portfolio
|
Q1 2025
Added 3.56%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Feb 11, 2025 Q4 2024 |
295,019
shares
|
$9.79 Million
5.17% of portfolio
|
Q4 2024
Reduced 27.73%
|
|
|
Shilanski & Associates, Inc.
|
Apr 25, 2025 Q1 2025 |
284,991
shares
|
$9.46 Million
2.96% of portfolio
|
Q1 2025
Added 4.79%
|
|
|
Alps Advisors Inc
Denver, CO |
Feb 13, 2025 Q4 2024 |
281,315
shares
|
$9.34 Million
0.06% of portfolio
|
Q4 2024
Added 48.03%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
280,429
shares
|
$9.31 Million
0.65% of portfolio
|
Q1 2025
Added 7.59%
|
|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
275,173
shares
|
$9.14 Million
0.71% of portfolio
|
Q1 2025
Added 4.21%
|