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 |
|---|---|---|---|---|---|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
215,760
shares
|
$7.25 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
|
$7.21 Million
5.14% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
212,000
shares
|
$7.12 Million
0.03% of portfolio
|
Q2 2025
Added 10.99%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
210,247
shares
|
$7.06 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
|
$7.03 Million
0.16% of portfolio
|
Q2 2025
Added 3.01%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
207,863
shares
|
$6.98 Million
0.59% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Aug 14, 2025 Q2 2025 |
203,346
shares
|
$6.83 Million
4.18% of portfolio
|
Q2 2025
Added 10.15%
|
|
|
Aquire Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
202,708
shares
|
$6.81 Million
1.83% of portfolio
|
Q2 2025
Added 15.27%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
199,295
shares
|
$6.7 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
|
$6.55 Million
0.55% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Jul 23, 2025 Q2 2025 |
194,182
shares
|
$6.52 Million
4.98% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
191,214
shares
|
$6.42 Million
0.41% of portfolio
|
Q4 2023
Reduced 9.97%
|
|
|
F Dx Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
184,892
shares
|
$6.21 Million
1.9% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
184,664
shares
|
$6.2 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
182,431
shares
|
$6.13 Million
0.38% of portfolio
|
Q2 2025
Added 4.44%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
181,930
shares
|
$6.11 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
180,247
shares
|
$6.06 Million
0.21% of portfolio
|
Q2 2025
Added 14.47%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
178,789
shares
|
$6.01 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
178,093
shares
|
$5.98 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
177,273
shares
|
$5.96 Million
0.07% of portfolio
|
Q1 2024
Reduced 0.3%
|
|
|
Towercrest Capital Management
Newtown, PA |
Aug 05, 2025 Q2 2025 |
177,168
shares
|
$5.95 Million
1.06% of portfolio
|
Q2 2025
Added 4.85%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
174,446
shares
|
$5.86 Million
0.59% of portfolio
|
Q2 2025
Added 6.53%
|
|
|
Allianz Investment Management U.S. LLC
Minneapolis, MN |
May 08, 2025 Q1 2025 |
174,122
shares
|
$5.85 Million
0.34% of portfolio
|
Q4 2024
Reduced 4.13%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Jul 14, 2025 Q2 2025 |
173,781
shares
|
$5.84 Million
0.95% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
171,550
shares
|
$5.76 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.97%
|