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 536 institutions that hold shares in the stock, with a total of 214 Million shares, which have been reported (via 13F filing form) to have a value of $7.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
6,978
shares
|
$230,483
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
6,843
shares
|
$226,024
0.1% of portfolio
|
Q3 2024
Reduced 13.03%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
6,819
shares
|
$225,231
0.06% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 13, 2024 Q3 2024 |
6,800
shares
|
$224,604
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
6,770
shares
|
$223,613
0.02% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
6,719
shares
|
$221,928
0.02% of portfolio
|
Q4 2023
Reduced 0.53%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
6,703
shares
|
$221,400
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
6,694
shares
|
$221,102
0.02% of portfolio
|
Q3 2024
Reduced 7.95%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Oct 29, 2024 Q3 2024 |
6,617
shares
|
$218,559
0.11% of portfolio
|
Q3 2024
Added 4.16%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 28, 2024 Q3 2024 |
6,610
shares
|
$218,328
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
6,573
shares
|
$217,106
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
6,573
shares
|
$217,106
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Nov 18, 2024 Q3 2024 |
6,571
shares
|
$217,040
0.48% of portfolio
|
Q3 2024
New holding
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Aug 08, 2024 Q2 2024 |
6,532
shares
|
$215,751
0.09% of portfolio
|
Q2 2024
Reduced 12.99%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Oct 23, 2024 Q3 2024 |
6,467
shares
|
$213,605
0.07% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Ameraudi Asset Management, Inc.
|
Nov 14, 2024 Q3 2024 |
6,284
shares
|
$207,560
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
6,177
shares
|
$204,026
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
6,125
shares
|
$202,308
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,976
shares
|
$197,387
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
5,968
shares
|
$197,123
0.01% of portfolio
|
Q3 2024
Reduced 11.98%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
5,560
shares
|
$183,646
0.01% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
5,437
shares
|
$179,584
0.01% of portfolio
|
Q2 2023
Reduced 32.97%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
5,255
shares
|
$173,572
0.03% of portfolio
|
Q3 2024
Added 6.03%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
5,152
shares
|
$170,170
0.05% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
5,029
shares
|
$166,107
0.11% of portfolio
|
Q3 2024
Added 61.44%
|