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 627 institutions that hold shares in the stock, with a total of 260 Million shares, which have been reported (via 13F filing form) to have a value of $8.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
228,418
shares
|
$7.75 Million
0.07% of portfolio
|
Q2 2025
Reduced 5.37%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Aug 14, 2025 Q2 2025 |
227,640
shares
|
$7.73 Million
3.0% of portfolio
|
Q2 2025
Added 1.87%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jul 30, 2025 Q2 2025 |
216,594
shares
|
$7.35 Million
4.18% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
215,760
shares
|
$7.33 Million
0.07% of portfolio
|
Q3 2024
Added 34.73%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
Aug 06, 2025 Q2 2025 |
214,712
shares
|
$7.29 Million
5.14% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
212,000
shares
|
$7.2 Million
0.03% of portfolio
|
Q2 2025
Added 10.99%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
210,247
shares
|
$7.14 Million
0.52% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
209,119
shares
|
$7.1 Million
0.16% of portfolio
|
Q2 2025
Added 3.01%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
208,930
shares
|
$7.09 Million
0.17% of portfolio
|
Q3 2025
Added 15.91%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
208,339
shares
|
$7.07 Million
0.38% of portfolio
|
Q3 2025
Added 41.33%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
207,863
shares
|
$7.06 Million
0.59% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Aquire Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
205,354
shares
|
$6.97 Million
1.71% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Aug 14, 2025 Q2 2025 |
203,346
shares
|
$6.9 Million
4.18% of portfolio
|
Q2 2025
Added 10.15%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
199,295
shares
|
$6.77 Million
0.21% of portfolio
|
Q2 2025
Added 3.8%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
194,884
shares
|
$6.62 Million
0.55% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Jul 23, 2025 Q2 2025 |
194,182
shares
|
$6.59 Million
4.98% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
193,897
shares
|
$6.58 Million
0.1% of portfolio
|
Q3 2025
Reduced 76.33%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
191,214
shares
|
$6.49 Million
0.41% of portfolio
|
Q4 2023
Reduced 9.97%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 06, 2025 Q3 2025 |
190,049
shares
|
$6.45 Million
0.58% of portfolio
|
Q3 2025
Added 8.94%
|
|
|
Towercrest Capital Management
Newtown, PA |
Oct 24, 2025 Q3 2025 |
185,429
shares
|
$6.3 Million
1.01% of portfolio
|
Q3 2025
Added 4.66%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
184,922
shares
|
$6.28 Million
0.09% of portfolio
|
Q2 2025
Reduced 23.75%
|
|
|
F Dx Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
184,892
shares
|
$6.28 Million
1.9% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
184,664
shares
|
$6.27 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
182,431
shares
|
$6.19 Million
0.38% of portfolio
|
Q2 2025
Added 4.44%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
181,930
shares
|
$6.18 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.81%
|