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 623 institutions that hold shares in the stock, with a total of 248 Million shares, which have been reported (via 13F filing form) to have a value of $8.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
765,263
shares
|
$25.5 Million
4.25% of portfolio
|
Q1 2025
Added 3.9%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
742,669
shares
|
$24.7 Million
0.05% of portfolio
|
Q1 2025
Reduced 7.44%
|
|
|
Occidental Asset Management, LLC
|
May 15, 2025 Q1 2025 |
713,905
shares
|
$23.7 Million
3.62% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
May 14, 2025 Q1 2025 |
695,271
shares
|
$23.1 Million
8.78% of portfolio
|
Q1 2025
Added 3.29%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
686,938
shares
|
$22.8 Million
5.51% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
May 07, 2025 Q1 2025 |
664,773
shares
|
$22.1 Million
3.51% of portfolio
|
Q1 2025
Reduced 10.85%
|
|
|
Compton Financial Group, LLC
|
Apr 11, 2025 Q1 2025 |
660,856
shares
|
$22 Million
6.34% of portfolio
|
Q1 2025
New holding
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Apr 16, 2025 Q1 2025 |
657,009
shares
|
$21.9 Million
3.64% of portfolio
|
Q1 2025
Added 5.65%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
649,564
shares
|
$21.6 Million
0.0% of portfolio
|
Q1 2025
Added 565.48%
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
645,737
shares
|
$21.5 Million
5.72% of portfolio
|
Q1 2025
Added 11.68%
|
|
|
Obsidian Personal Planning Solutions LLC
|
May 16, 2025 Q1 2025 |
643,420
shares
|
$21.4 Million
9.59% of portfolio
|
Q1 2025
Reduced 13.99%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
631,336
shares
|
$21 Million
2.19% of portfolio
|
Q4 2024
Added 26.12%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
609,472
shares
|
$20.3 Million
0.25% of portfolio
|
Q1 2025
Added 3.16%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
591,120
shares
|
$19.7 Million
0.15% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
564,629
shares
|
$18.8 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
558,987
shares
|
$18.6 Million
6.12% of portfolio
|
Q1 2025
Added 8.82%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
551,744
shares
|
$18.4 Million
1.98% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
547,584
shares
|
$18.2 Million
3.1% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
532,836
shares
|
$17.7 Million
0.44% of portfolio
|
Q1 2025
Reduced 84.22%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
529,826
shares
|
$17.6 Million
0.02% of portfolio
|
Q3 2024
Added 22.23%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
523,622
shares
|
$17.4 Million
2.74% of portfolio
|
Q2 2023
Added 15.54%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
470,098
shares
|
$15.6 Million
4.43% of portfolio
|
Q1 2025
Added 6.26%
|
|
|
Truefg, LLC
Cedar Park, TX |
Apr 14, 2025 Q1 2025 |
466,146
shares
|
$15.5 Million
5.12% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
453,536
shares
|
$15.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
452,773
shares
|
$15.1 Million
3.28% of portfolio
|
Q1 2025
Added 2.69%
|