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 539 institutions that hold shares in the stock, with a total of 215 Million shares, which have been reported (via 13F filing form) to have a value of $7.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
44,565,030
shares
|
$1.46 Billion
0.29% of portfolio
|
Q3 2024
Added 2.75%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
34,976,110
shares
|
$1.14 Billion
0.54% of portfolio
|
Q3 2024
Added 7.76%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
10,102,887
shares
|
$331 Million
0.11% of portfolio
|
Q3 2024
Added 14.52%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
6,934,244
shares
|
$227 Million
0.23% of portfolio
|
Q3 2024
Reduced 3.04%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
5,050,273
shares
|
$165 Million
0.04% of portfolio
|
Q3 2024
Reduced 14.69%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
4,949,463
shares
|
$162 Million
1.39% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
4,886,796
shares
|
$160 Million
0.01% of portfolio
|
Q3 2024
Added 13.76%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
3,953,000
shares
|
$129 Million
0.36% of portfolio
|
Q3 2024
Added 5.33%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
3,857,244
shares
|
$126 Million
2.45% of portfolio
|
Q4 2024
Added 6.29%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
3,361,458
shares
|
$110 Million
0.32% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
True Link Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
3,203,828
shares
|
$105 Million
8.82% of portfolio
|
Q4 2024
Added 38.54%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
3,125,199
shares
|
$102 Million
2.57% of portfolio
|
Q3 2024
Added 6.51%
|
|
|
Buckingham Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
2,953,833
shares
|
$96.7 Million
11.54% of portfolio
|
Q3 2024
Added 4.86%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,705,770
shares
|
$88.6 Million
0.13% of portfolio
|
Q3 2024
Added 7.99%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
2,684,800
shares
|
$87.9 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
State Of New Jersey Common Pension Fund D
|
Nov 04, 2024 Q3 2024 |
2,405,766
shares
|
$78.7 Million
0.34% of portfolio
|
Q3 2024
Added 17.03%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
1,921,239
shares
|
$62.9 Million
1.2% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
Capital Advisors Inc
|
Oct 28, 2024 Q3 2024 |
1,918,040
shares
|
$62.8 Million
1.33% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,495,323
shares
|
$48.9 Million
0.0% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,476,480
shares
|
$48.3 Million
0.08% of portfolio
|
Q3 2024
Added 145.88%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
1,468,953
shares
|
$48.1 Million
0.32% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Nov 14, 2024 Q3 2024 |
1,402,903
shares
|
$45.9 Million
0.41% of portfolio
|
Q4 2021
Added 70.66%
|
|
|
Stephens Group Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,393,905
shares
|
$45.6 Million
3.8% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Erts Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
1,366,968
shares
|
$44.7 Million
8.46% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Oct 25, 2024 Q3 2024 |
1,337,410
shares
|
$43.8 Million
14.85% of portfolio
|
Q3 2024
Added 2.5%
|