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 |
|---|---|---|---|---|---|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 30, 2024 Q3 2024 |
138,775
shares
|
$4.58 Million
0.61% of portfolio
|
Q3 2024
Added 6.06%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
138,340
shares
|
$4.57 Million
0.31% of portfolio
|
Q3 2022
Added 3.43%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
136,371
shares
|
$4.5 Million
0.12% of portfolio
|
Q3 2024
Added 34.29%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
133,337
shares
|
$4.4 Million
0.07% of portfolio
|
Q3 2024
Added 19.58%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
126,789
shares
|
$4.19 Million
0.12% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
126,395
shares
|
$4.17 Million
3.42% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Oct 09, 2024 Q3 2024 |
125,717
shares
|
$4.15 Million
2.87% of portfolio
|
Q3 2024
Added 9.12%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
123,692
shares
|
$4.09 Million
0.06% of portfolio
|
Q2 2023
Added 10.52%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
119,758
shares
|
$3.96 Million
1.81% of portfolio
|
Q3 2024
Added 10.48%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
119,156
shares
|
$3.94 Million
0.09% of portfolio
|
Q3 2024
Added 1149.93%
|
|
|
Forum Private Client Group LLC
|
Nov 12, 2024 Q3 2024 |
119,099
shares
|
$3.93 Million
1.78% of portfolio
|
Q3 2024
Added 7.06%
|
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Oct 09, 2024 Q3 2024 |
116,722
shares
|
$3.86 Million
1.51% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
Sws Partners
|
Oct 15, 2024 Q3 2024 |
116,584
shares
|
$3.85 Million
1.27% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
116,335
shares
|
$3.84 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
115,303
shares
|
$3.81 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
114,984
shares
|
$3.8 Million
0.25% of portfolio
|
Q3 2024
Reduced 5.01%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
114,164
shares
|
$3.77 Million
0.04% of portfolio
|
Q3 2024
Reduced 6.91%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 21, 2024 Q3 2024 |
113,862
shares
|
$3.76 Million
1.06% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 13, 2024 Q3 2024 |
113,571
shares
|
$3.75 Million
1.51% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Legacy Cg, LLC
Plano, TX |
Oct 30, 2024 Q3 2024 |
112,319
shares
|
$3.71 Million
1.62% of portfolio
|
Q3 2024
Added 18.61%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
111,574
shares
|
$3.69 Million
0.02% of portfolio
|
Q3 2024
Added 12.41%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
110,888
shares
|
$3.66 Million
0.33% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
110,579
shares
|
$3.65 Million
0.06% of portfolio
|
Q4 2023
Added 39.0%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
110,187
shares
|
$3.64 Million
1.08% of portfolio
|
Q3 2023
New holding
|
|
|
North Crest Asset Manangement, LLC
|
Oct 23, 2024 Q3 2024 |
109,041
shares
|
$3.6 Million
0.12% of portfolio
|
Q3 2024
Added 14.64%
|