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 628 institutions that hold shares in the stock, with a total of 252 Million shares, which have been reported (via 13F filing form) to have a value of $8.44 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
|
$1.42 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
|
$1.4 Billion
0.27% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
9,898,866
shares
|
$332 Million
0.11% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
6,966,496
shares
|
$234 Million
0.22% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
5,512,775
shares
|
$185 Million
3.11% of portfolio
|
Q2 2025
Added 9.42%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
5,485,111
shares
|
$184 Million
1.5% of portfolio
|
Q1 2025
Added 6.17%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
5,099,403
shares
|
$171 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.33%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
4,917,338
shares
|
$165 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
|
$152 Million
0.04% of portfolio
|
Q1 2025
Added 11.49%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Jul 23, 2025 Q2 2025 |
4,398,143
shares
|
$147 Million
19.92% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
4,087,785
shares
|
$137 Million
0.05% of portfolio
|
Q1 2025
Added 313.08%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Jul 21, 2025 Q1 2025 |
4,053,000
shares
|
$136 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
|
$131 Million
1.62% of portfolio
|
Q1 2025
Added 823.24%
|
|
|
True Link Financial Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
3,387,730
shares
|
$114 Million
8.41% of portfolio
|
Q1 2025
Added 5.74%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
3,191,870
shares
|
$107 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
|
$99.3 Million
0.14% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
2,869,489
shares
|
$96.2 Million
0.03% of portfolio
|
Q1 2025
Added 3.31%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
2,432,602
shares
|
$81.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 37.57%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
2,182,139
shares
|
$73.1 Million
0.11% of portfolio
|
Q2 2025
Added 605.17%
|
|
|
Castleark Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
2,045,580
shares
|
$68.6 Million
2.75% of portfolio
|
Q1 2025
Reduced 45.56%
|
|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
1,765,224
shares
|
$59.2 Million
1.09% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,690,645
shares
|
$56.7 Million
0.0% of portfolio
|
Q1 2025
Added 853.27%
|
|
|
State Of New Jersey Common Pension Fund D
|
May 13, 2025 Q1 2025 |
1,655,766
shares
|
$55.5 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
|
$55.2 Million
0.13% of portfolio
|
Q4 2024
Reduced 11.31%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
1,614,369
shares
|
$54.1 Million
0.34% of portfolio
|
Q1 2025
Added 5.72%
|