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 250 Million shares, which have been reported (via 13F filing form) to have a value of $8.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
72,021
shares
|
$2.41 Million
0.45% of portfolio
|
Q3 2024
Added 24.17%
|
|
|
Rinkey Investments
San Diego, CA |
May 15, 2025 Q1 2025 |
71,748
shares
|
$2.4 Million
0.76% of portfolio
|
Q1 2025
Added 4.41%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
71,682
shares
|
$2.4 Million
0.03% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Pacific Financial Group Inc
|
Apr 23, 2025 Q1 2025 |
70,672
shares
|
$2.36 Million
1.9% of portfolio
|
Q1 2025
Reduced 5.5%
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Jul 16, 2025 Q2 2025 |
69,206
shares
|
$2.31 Million
2.1% of portfolio
|
Q2 2025
Added 8.88%
|
|
|
Proffitt & Goodson Inc
|
Apr 29, 2025 Q1 2025 |
68,192
shares
|
$2.28 Million
0.37% of portfolio
|
Q1 2025
Reduced 66.48%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
66,685
shares
|
$2.23 Million
2.67% of portfolio
|
Q2 2022
Added 0.39%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Apr 23, 2025 Q1 2025 |
66,151
shares
|
$2.21 Million
1.56% of portfolio
|
Q1 2025
New holding
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
May 13, 2025 Q1 2025 |
65,951
shares
|
$2.21 Million
0.22% of portfolio
|
Q1 2025
Added 4.82%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
65,540
shares
|
$2.19 Million
0.61% of portfolio
|
Q1 2025
Added 9.49%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
65,530
shares
|
$2.19 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.02%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
64,189
shares
|
$2.15 Million
0.07% of portfolio
|
Q1 2025
Reduced 5.94%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
64,035
shares
|
$2.14 Million
0.7% of portfolio
|
Q4 2024
Added 7.93%
|
|
|
Gen Trust, LLC
|
Apr 23, 2025 Q1 2025 |
62,587
shares
|
$2.09 Million
0.1% of portfolio
|
Q1 2025
Reduced 90.47%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
62,111
shares
|
$2.08 Million
0.27% of portfolio
|
Q3 2023
Added 202.16%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
61,880
shares
|
$2.07 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.19%
|
|
|
Symphony Financial, Ltd. Co.
|
Apr 22, 2025 Q1 2025 |
61,340
shares
|
$2.05 Million
1.15% of portfolio
|
Q1 2025
Added 85.72%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
61,171
shares
|
$2.05 Million
0.04% of portfolio
|
Q1 2025
Added 4.48%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
60,915
shares
|
$2.04 Million
0.0% of portfolio
|
Q1 2025
Added 28101.39%
|
|
|
River Street Advisors LLC
Aurora, IL |
Apr 21, 2025 Q1 2025 |
60,800
shares
|
$2.03 Million
1.0% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
59,723
shares
|
$2 Million
0.94% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
59,363
shares
|
$1.99 Million
0.32% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
59,165
shares
|
$1.98 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
59,090
shares
|
$1.98 Million
0.03% of portfolio
|
Q1 2025
Reduced 32.77%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
59,067
shares
|
$1.98 Million
0.05% of portfolio
|
Q1 2025
Reduced 35.98%
|