SPIB Institutional Ownership
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
1W: -0.4%
1M: -2.1%
3M: -3.6%
YTD: -4.2%
1Y: -4.0%
3Y: +13.6%
5Y: +2.8%
$32.18
-0.05 (-0.16%)
Weekly Expected Move ±0.6%
$32
$32
$32
$32
$33
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SPIB
635
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
10B
Total Invested
64
New Positions
296
Increased
197
Reduced
43
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (680 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 58,146,645 | 1.9B | +6,171,730 | +11.9% | 53Q | SEC ↗ |
| 2 | American Family Investments, Inc. | 14,630,218 | $471M | +4,451,218 | +43.7% | 5Q | SEC ↗ |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 12,100,501 | $389M | +566,595 | +4.9% | 52Q | SEC ↗ |
| 4 | Municipal Employees' Retirement System | 11,879,902 | $382M | +175,134 | +1.5% | 22Q | SEC ↗ |
| 5 | MORGAN STANLEY | 11,540,116 | $371M | +6,227,588 | +117.2% | 60Q | SEC ↗ |
| 6 | Creative Planning | 7,674,046 | $247M | -301,397 | -3.8% | 33Q | SEC ↗ |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 7,483,543 | $241M | -11,646,797 | -60.9% | 15Q | SEC ↗ |
| 8 | Sixth Street Partners Management Compa NEW | 7,483,543 | $241M | — | +0.0% | 1Q | SEC ↗ |
| 9 | D.A. DAVIDSON & CO. | 6,668,535 | $215M | +188,656 | +2.9% | 15Q | SEC ↗ |
| 10 | Wealth Management Nebraska | 6,308,768 | $203M | +465,886 | +8.0% | 7Q | SEC ↗ |
| 11 | Waverly Advisors, LLC | 5,749,007 | $185M | +353,295 | +6.5% | 10Q | SEC ↗ |
| 12 | ASSETMARK, INC | 5,299,220 | $171M | +99,458 | +1.9% | 52Q | SEC ↗ |
| 13 | WELLS FARGO & COMPANY/MN | 5,284,688 | $170M | +206,893 | +4.1% | 70Q | SEC ↗ |
| 14 | RAYMOND JAMES FINANCIAL INC | 5,281,512 | $170M | +144,038 | +2.8% | 7Q | SEC ↗ |
| 15 | CLIFTONLARSONALLEN WEALTH ADVISORS, LL | 4,450,915 | $143M | +173,886 | +4.1% | 14Q | SEC ↗ |
| 16 | HighTower Advisors, LLC | 3,457,216 | $111M | +79,759 | +2.4% | 30Q | SEC ↗ |
| 17 | AMERIPRISE FINANCIAL INC | 2,976,767 | $96M | -35,037 | -1.2% | 16Q | SEC ↗ |
| 18 | CASTLEARK MANAGEMENT LLC | 2,688,380 | $87M | — | +0.0% | 7Q | SEC ↗ |
| 19 | Capital Analysts, LLC | 2,637,621 | $85M | +116,868 | +4.6% | 32Q | SEC ↗ |
| 20 | OSAIC HOLDINGS, INC. | 2,477,234 | $80M | +384,990 | +18.4% | 26Q | SEC ↗ |
| 21 | State of New Jersey Common Pension Fun | 2,255,766 | $73M | +900,000 | +66.4% | 15Q | SEC ↗ |
| 22 | Cetera Investment Advisers | 2,201,262 | $71M | +132,292 | +6.4% | 23Q | SEC ↗ |
| 23 | Tower Research Capital LLC (TRC) | 2,083,008 | $67M | +1,327,458 | +175.7% | 2Q | SEC ↗ |
| 24 | CAPITAL ADVISORS INC/OK | 1,980,361 | $64M | +241,816 | +13.9% | 18Q | SEC ↗ |
| 25 | ROYAL BANK OF CANADA | 1,810,684 | $58M | +238,040 | +15.1% | 67Q | SEC ↗ |
| 26 | STRATEGIC PLANNING GROUP, LLC | 1,746,523 | $56M | +311,753 | +21.7% | 9Q | SEC ↗ |
| 27 | Dodds Wealth, LLC | 1,745,184 | $56M | +69,371 | +4.1% | 11Q | SEC ↗ |
| 28 | TCV Trust & Wealth Management, Inc. | 1,624,885 | $52M | +61,434 | +3.9% | 15Q | SEC ↗ |
| 29 | Private Advisor Group, LLC | 1,497,559 | $48M | +35,319 | +2.4% | 44Q | SEC ↗ |
| 30 | BANK OF AMERICA CORP /DE | 1,487,597 | $48M | -59,724 | -3.9% | 15Q | SEC ↗ |
| 31 | Point72 Asset Management, L.P. | 1,410,000 | $45M | — | +0.0% | 10Q | SEC ↗ |
| 32 | Zurich Insurance Group Ltd/FI | 1,402,903 | $45M | — | +0.0% | 21Q | SEC ↗ |
| 33 | UBS Group AG | 1,384,957 | $45M | +4,077 | +0.3% | 47Q | SEC ↗ |
| 34 | Gradient Investments LLC | 1,377,103 | $44M | +1,360,556 | +8222.4% | 31Q | SEC ↗ |
| 35 | Orange Investment Advisors, Inc. | 1,339,605 | $43M | +28,011 | +2.1% | 25Q | SEC ↗ |
| 36 | STEPHENS GROUP ASSET MANAGEMENT, LLC | 1,322,807 | $43M | +56,418 | +4.5% | 35Q | SEC ↗ |
| 37 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,233,608 | $40M | +1,118,772 | +974.2% | 3Q | SEC ↗ |
| 38 | CGN Advisors LLC | 1,227,129 | $39M | +48,572 | +4.1% | 23Q | SEC ↗ |
| 39 | MANNING & NAPIER ADVISORS LLC | 1,224,700 | $39M | +596,324 | +94.9% | 9Q | SEC ↗ |
| 40 | Roberts Financial Services LLC | 1,180,578 | $38M | +35,913 | +3.1% | 26Q | SEC ↗ |
| 41 | Carnegie Investment Counsel | 1,126,579 | $36M | -1,876 | -0.2% | 6Q | SEC ↗ |
| 42 | Rockwood Wealth Management, LLC | 1,073,166 | $35M | +68,585 | +6.8% | 7Q | SEC ↗ |
| 43 | Advisors Capital Management, LLC | 1,042,579 | $34M | +43,047 | +4.3% | 33Q | SEC ↗ |
| 44 | RMG Wealth Management LLC | 1,009,284 | $32M | +132,151 | +15.1% | 2Q | SEC ↗ |
| 45 | Concord Wealth Partners | 1,008,318 | $32M | +37,607 | +3.9% | 7Q | SEC ↗ |
| 46 | Concord Asset Management, LLC/VA | 984,539 | $32M | +27,699 | +2.9% | 7Q | SEC ↗ |
| 47 | High Probability Advisors, LLC | 939,100 | $30M | +48,212 | +5.4% | 18Q | SEC ↗ |
| 48 | BARTLETT & CO. WEALTH MANAGEMENT LLC | 937,863 | $30M | +90,112 | +10.6% | 18Q | SEC ↗ |
| 49 | Dynamic Advisor Solutions LLC | 937,504 | $30M | +73,506 | +8.5% | 15Q | SEC ↗ |
| 50 | Migdal Insurance & Financial Holdings | 927,502 | $30M | +68,431 | +8.0% | 43Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 7,483,543 | $241M |
| RATIONAL ADVISORS, INC. | 594,978 | $19M |
| Financial Gravity Companies, Inc. | 577,336 | $19M |
| ALLSTATE CORP | 374,529 | $12M |
| TWO SIGMA SECURITIES, LLC | 306,163 | $10M |
| Global Retirement Partners, LLC | 260,009 | $8M |
| MFA WEALTH ADVISORS, LLC | 245,408 | $8M |
| Leslie Global Wealth, LLC | 217,691 | $7M |
| IFG Advisory, LLC | 200,851 | $6M |
| GTS SECURITIES LLC | 154,121 | $5M |
| Edgestream Partners, L.P. | 139,285 | $4M |
| My Portfolio Guide, LLC | 137,866 | $4M |
| DLK Investment Management, LLC | 112,330 | $4M |
| United Advisor Group, LLC | 104,786 | $3M |
| Brown Financial Advisors | 67,060 | $2M |
| OLD MISSION CAPITAL LLC | 59,470 | $2M |
| First International Bank of Israel | 55,856 | $2M |
| CITADEL ADVISORS LLC | 46,261 | $1M |
| PERSPECTIVE WEALTH ADVISORS LLC | 40,788 | $1M |
| Paladin Wealth, LLC | 38,111 | $1M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| McMill Wealth Management | 1,974,988 | $64M |
| BNP PARIBAS FINANCIAL MARKETS | 1,200,000 | $39M |
| Independent Advisor Alliance | 1,196,285 | $38M |
| BANK OF NOVA SCOTIA | 487,555 | $16M |
| TrueWealth Financial Partners | 380,535 | $12M |
| Moment Partners, LLC | 318,949 | $10M |
| Jefferies Financial Group Inc. | 214,592 | $7M |
| Engineers Gate Manager LP | 121,457 | $4M |
| Hershey Financial Advisers, LLC | 115,041 | $4M |
| Capital Advisory Group Advisory Ser | 66,475 | $2M |
| Saba Capital Management, L.P. | 62,249 | $2M |
| ATTICUS WEALTH MANAGEMENT, LLC | 32,799 | $1M |
| M Holdings Securities, Inc. | 32,059 | $1M |
| IFS Group,LLC | 28,093 | $904K |
| Richmond Investment Services, LLC | 24,402 | $785K |
| Apollon Wealth Management, LLC | 23,193 | $746K |
| XTX Topco Ltd | 21,839 | $703K |
| Legacy Private Trust Co. | 19,968 | $643K |
| MGO Private Wealth, LLC | 19,375 | $623K |
| Hilltop Holdings Inc. | 19,067 | $614K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +6,227,588 | +117.2% | 11,540,116 |
| LPL Financial LLC | +6,171,730 | +11.9% | 58,146,645 |
| American Family Investments, Inc. | +4,451,218 | +43.7% | 14,630,218 |
| Gradient Investments LLC | +1,360,556 | +8222.4% | 1,377,103 |
| Tower Research Capital LLC (TRC) | +1,327,458 | +175.7% | 2,083,008 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +1,118,772 | +974.2% | 1,233,608 |
| State of New Jersey Common Pension | +900,000 | +66.4% | 2,255,766 |
| MANNING & NAPIER ADVISORS LLC | +596,324 | +94.9% | 1,224,700 |
| ENVESTNET ASSET MANAGEMENT INC | +566,595 | +4.9% | 12,100,501 |
| RENAISSANCE TECHNOLOGIES LLC | +487,200 | +344.8% | 628,500 |
| Wealth Management Nebraska | +465,886 | +8.0% | 6,308,768 |
| OSAIC HOLDINGS, INC. | +384,990 | +18.4% | 2,477,234 |
| HRT FINANCIAL LP | +369,250 | +546.6% | 436,810 |
| Waverly Advisors, LLC | +353,295 | +6.5% | 5,749,007 |
| STRATEGIC PLANNING GROUP, LLC | +311,753 | +21.7% | 1,746,523 |
| &PARTNERS | +254,763 | +134.5% | 444,123 |
| CAPITAL ADVISORS INC/OK | +241,816 | +13.9% | 1,980,361 |
| ROYAL BANK OF CANADA | +238,040 | +15.1% | 1,810,684 |
| AllGen Financial Advisors, Inc. | +211,398 | +68.5% | 519,935 |
| WELLS FARGO & COMPANY/MN | +206,893 | +4.1% | 5,284,688 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMEN | -11,646,797 | -60.9% | 7,483,543 |
| STATE STREET CORP | -2,233,612 | -85.2% | 387,515 |
| NATIONAL BANK OF CANADA /FI | -1,338,800 | -100.0% | 37 |
| JANE STREET GROUP, LLC | -1,257,865 | -84.3% | 234,371 |
| Creative Planning | -301,397 | -3.8% | 7,674,046 |
| Mariner, LLC | -286,862 | -59.8% | 192,445 |
| Compton Financial Group, LLC | -278,075 | -32.9% | 566,963 |
| NOTTINGHAM ADVISORS, INC. | -238,386 | -25.9% | 681,369 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | -174,400 | -92.0% | 15,100 |
| Gateway Wealth Partners, LLC | -131,712 | -42.8% | 175,696 |
| KWB Wealth | -90,815 | -17.6% | 425,676 |
| LEUTHOLD GROUP, LLC | -82,557 | -19.6% | 337,668 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -74,367 | -8.3% | 820,897 |
| Hibernia Wealth Partners, LLC | -74,076 | -48.8% | 77,707 |
| Onyx Bridge Wealth Group LLC | -68,730 | -39.6% | 104,909 |
| Rothschild Wealth LLC | -68,192 | -34.8% | 127,768 |
| Impact Partnership Wealth, LLC | -64,722 | -26.9% | 175,700 |
| GSA CAPITAL PARTNERS LLP | -62,925 | -35.9% | 112,447 |
| BANK OF AMERICA CORP /DE | -59,724 | -3.9% | 1,487,597 |
| US BANCORP \DE | -59,391 | -92.6% | 4,761 |