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 |
|---|---|---|---|---|---|
|
Forum Private Client Group LLC
|
May 01, 2025 Q1 2025 |
130,978
shares
|
$4.36 Million
1.89% of portfolio
|
Q1 2025
Added 5.36%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
128,840
shares
|
$4.29 Million
0.04% of portfolio
|
Q1 2025
Added 30.31%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
128,238
shares
|
$4.27 Million
3.41% of portfolio
|
Q1 2025
Added 4.05%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
127,149
shares
|
$4.23 Million
0.31% of portfolio
|
Q1 2025
Added 28.7%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
126,091
shares
|
$4.19 Million
0.29% of portfolio
|
Q1 2025
Added 6.33%
|
|
|
Transatlantique Private Wealth LLC
|
May 13, 2025 Q1 2025 |
125,429
shares
|
$4.17 Million
1.71% of portfolio
|
Q1 2025
Added 10.26%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
125,079
shares
|
$4.16 Million
0.03% of portfolio
|
Q1 2025
Added 12.8%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
123,692
shares
|
$4.11 Million
0.06% of portfolio
|
Q2 2023
Added 10.52%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
122,794
shares
|
$4.08 Million
0.35% of portfolio
|
Q1 2025
Added 11.62%
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
122,372
shares
|
$4.07 Million
4.56% of portfolio
|
Q4 2024
Added 28.29%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
May 08, 2025 Q1 2025 |
121,726
shares
|
$4.05 Million
1.06% of portfolio
|
Q1 2025
Added 8.86%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
119,480
shares
|
$3.97 Million
0.04% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
118,272
shares
|
$3.93 Million
0.25% of portfolio
|
Q1 2025
Added 8.16%
|
|
|
Climber Capital Sa
Nyon, V8 |
Apr 23, 2025 Q1 2025 |
117,925
shares
|
$3.92 Million
2.68% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Advisory Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
113,059
shares
|
$3.76 Million
1.0% of portfolio
|
Q1 2025
Reduced 7.05%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
112,206
shares
|
$3.73 Million
0.05% of portfolio
|
Q1 2025
Reduced 22.47%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
111,820
shares
|
$3.72 Million
0.01% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
111,492
shares
|
$3.71 Million
0.02% of portfolio
|
Q1 2025
Added 9.15%
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
May 12, 2025 Q1 2025 |
110,596
shares
|
$3.68 Million
1.76% of portfolio
|
Q1 2025
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
110,579
shares
|
$3.68 Million
0.07% of portfolio
|
Q4 2023
Added 39.0%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
110,187
shares
|
$3.66 Million
1.08% of portfolio
|
Q3 2023
New holding
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Apr 22, 2025 Q1 2025 |
105,206
shares
|
$3.5 Million
2.38% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
102,179
shares
|
$3.4 Million
1.72% of portfolio
|
Q1 2025
Reduced 6.02%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
May 13, 2025 Q1 2025 |
100,897
shares
|
$3.36 Million
2.99% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
99,247
shares
|
$3.3 Million
0.41% of portfolio
|
Q1 2025
New holding
|