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 623 institutions that hold shares in the stock, with a total of 248 Million shares, which have been reported (via 13F filing form) to have a value of $8.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
42,232,183
shares
|
$1.4 Billion
0.57% of portfolio
|
Q1 2025
Added 10.18%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
41,678,032
shares
|
$1.39 Billion
0.27% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
9,898,866
shares
|
$329 Million
0.11% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
6,966,496
shares
|
$232 Million
0.22% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
5,485,111
shares
|
$182 Million
1.5% of portfolio
|
Q1 2025
Added 6.17%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
5,099,403
shares
|
$170 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.33%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
5,038,144
shares
|
$168 Million
3.13% of portfolio
|
Q1 2025
Added 30.62%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
4,917,338
shares
|
$164 Million
0.45% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
4,541,598
shares
|
$151 Million
0.04% of portfolio
|
Q1 2025
Added 11.49%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
May 15, 2025 Q1 2025 |
4,359,350
shares
|
$145 Million
22.04% of portfolio
|
Q1 2025
Added 4.77%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
4,087,785
shares
|
$136 Million
0.05% of portfolio
|
Q1 2025
Added 313.08%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
May 15, 2025 Q1 2025 |
4,053,000
shares
|
$135 Million
0.34% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
3,899,687
shares
|
$130 Million
1.62% of portfolio
|
Q1 2025
Added 823.24%
|
|
|
True Link Financial Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
3,387,730
shares
|
$113 Million
8.41% of portfolio
|
Q1 2025
Added 5.74%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
3,191,870
shares
|
$106 Million
12.38% of portfolio
|
Q4 2024
Added 8.06%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
2,962,734
shares
|
$98.5 Million
0.14% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
2,869,489
shares
|
$95.4 Million
0.03% of portfolio
|
Q1 2025
Added 3.31%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
2,432,602
shares
|
$80.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 37.57%
|
|
|
Castleark Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
2,045,580
shares
|
$68 Million
2.75% of portfolio
|
Q1 2025
Reduced 45.56%
|
|
|
Capital Advisors Inc
|
Apr 29, 2025 Q1 2025 |
1,779,239
shares
|
$59.2 Million
1.2% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,690,645
shares
|
$56.2 Million
0.0% of portfolio
|
Q1 2025
Added 853.27%
|
|
|
Stephens Group Asset Management, LLC
|
Apr 15, 2025 Q1 2025 |
1,656,932
shares
|
$55.1 Million
4.46% of portfolio
|
Q1 2025
Added 18.87%
|
|
|
State Of New Jersey Common Pension Fund D
|
May 13, 2025 Q1 2025 |
1,655,766
shares
|
$55.1 Million
0.25% of portfolio
|
Q4 2024
Reduced 31.18%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,645,385
shares
|
$54.7 Million
0.13% of portfolio
|
Q1 2025
Added 27.21%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
1,614,369
shares
|
$53.7 Million
0.34% of portfolio
|
Q1 2025
Added 5.72%
|