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 510 institutions that hold shares in the stock, with a total of 208 Million shares, which have been reported (via 13F filing form) to have a value of $6.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 08, 2024 Q1 2024 |
30,913,540
shares
|
$1.01 Billion
0.24% of portfolio
|
Q1 2024
Reduced 0.61%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
29,320,914
shares
|
$955 Million
0.53% of portfolio
|
Q1 2024
Added 134.39%
|
|
|
Ge Investment Management Corp.
Norwalk, CT |
May 14, 2024 Q1 2024 |
15,814,662
shares
|
$515 Million
49.05% of portfolio
|
Q1 2024
Added 460.51%
|
|
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
May 08, 2024 Q1 2024 |
12,487,778
shares
|
$407 Million
0.56% of portfolio
|
Q1 2024
Reduced 3.24%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
8,517,573
shares
|
$277 Million
0.07% of portfolio
|
Q1 2024
Added 98.68%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
8,133,905
shares
|
$265 Million
0.1% of portfolio
|
Q1 2024
Added 5.58%
|
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
7,203,825
shares
|
$235 Million
0.26% of portfolio
|
Q1 2024
Reduced 1.13%
|
|
|
D.A. Davidson & Co.
|
May 13, 2024 Q1 2024 |
4,795,162
shares
|
$156 Million
1.43% of portfolio
|
Q1 2024
Added 5.58%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
May 15, 2024 Q1 2024 |
3,825,400
shares
|
$125 Million
0.32% of portfolio
|
Q1 2024
New holding
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
May 02, 2024 Q1 2024 |
3,106,582
shares
|
$101 Million
2.31% of portfolio
|
Q1 2024
Added 5.5%
|
|
|
Assetmark, Inc
|
May 06, 2024 Q1 2024 |
3,043,478
shares
|
$99.1 Million
0.33% of portfolio
|
Q1 2024
Added 0.0%
|
|
|
State Of New Jersey Common Pension Fund D
|
May 02, 2024 Q1 2024 |
3,040,000
shares
|
$99 Million
0.3% of portfolio
|
Q4 2023
Added 90.0%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
2,809,849
shares
|
$91.5 Million
0.01% of portfolio
|
Q1 2024
Reduced 9.66%
|
|
|
Mission Wealth Management, LP
|
Apr 30, 2024 Q1 2024 |
2,776,609
shares
|
$90.4 Million
2.4% of portfolio
|
Q1 2024
Added 41.72%
|
|
|
Buckingham Capital Management, Inc.
|
Apr 10, 2024 Q1 2024 |
2,575,619
shares
|
$83.9 Million
10.34% of portfolio
|
Q1 2024
Added 24.99%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
2,526,171
shares
|
$82.3 Million
0.02% of portfolio
|
Q1 2024
Added 37.0%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
2,400,039
shares
|
$78.1 Million
0.13% of portfolio
|
Q1 2024
Added 8.15%
|
|
|
Eastern Bank
|
May 09, 2024 Q1 2024 |
1,983,457
shares
|
$64.6 Million
2.79% of portfolio
|
Q1 2024
Reduced 7.87%
|
|
|
Capital Advisors Inc
|
Apr 29, 2024 Q1 2024 |
1,958,391
shares
|
$63.8 Million
1.39% of portfolio
|
Q1 2024
Reduced 0.84%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
1,659,567
shares
|
$54 Million
0.01% of portfolio
|
Q1 2024
Added 2.22%
|
|
|
True Link Financial Advisors, LLC
|
Apr 19, 2024 Q1 2024 |
1,594,985
shares
|
$51.9 Million
5.0% of portfolio
|
Q1 2024
Added 23.1%
|
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,464,317
shares
|
$47.7 Million
0.35% of portfolio
|
Q1 2024
Added 0.79%
|
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
1,440,132
shares
|
$46.9 Million
0.23% of portfolio
|
Q1 2024
Added 2.77%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
May 15, 2024 Q1 2024 |
1,402,903
shares
|
$45.7 Million
0.43% of portfolio
|
Q4 2021
Added 70.66%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
May 24, 2024 Q1 2024 |
1,268,225
shares
|
$41.3 Million
16.86% of portfolio
|
Q1 2024
Added 149.39%
|
|