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SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) Institutional Ownership

SPDR Portfolio Intermediate Term Corporate Bond ETF logo
$33.36 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for SPDR Portfolio Intermediate Term Corporate Bond ETF (NYSEARCA:SPIB)

Number of
Institutional Buyers
(last 12 months)
87
Total
Institutional Inflows
(last 12 months)
$1.12B
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$302.27M
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SPIB Institutional Buying and Selling by Quarter

SPDR Portfolio Intermediate Term Corporate Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/22/2026Segall Bryant & Hamill LLC51,947$1.74M0.0%-5.3%0.016%
5/19/2026Mascagni Wealth Management Inc.51,688$1.73M1.2%+22.6%0.016%
5/19/2026Strategic Investment Advisors MI204,494$6.86M0.5%+71.7%0.062%
5/19/2026Arkadios Wealth Advisors58,908$1.98M0.0%N/A0.018%
5/18/2026EverSource Wealth Advisors LLC11,952$401K0.0%+99.2%0.004%
5/14/2026RMG Wealth Management LLC877,133$29.37M3.5%N/A0.267%
5/13/2026Dynamic Wealth Strategies LLC57,506$1.93M1.1%+11.1%0.017%
5/8/2026Wilkerson Advisory Group LLC81,857$2.75M0.9%+8.3%0.025%
5/6/2026Bartlett & CO. Wealth Management LLC847,751$28.41M0.4%+25.5%0.258%
5/6/2026Zhang Financial LLC29,670$995K0.0%-27.8%0.009%
5/6/2026Centennial Bank AR 79,360$2.66M1.0%+21.0%0.024%
5/6/2026Cornerstone Planning Group LLC6,999$234K0.0%-20.3%0.002%
5/5/2026Bank of New York Mellon Corp340,603$11.42M0.0%+81.1%0.104%
5/4/2026Moment Partners LLC318,949$10.70M1.9%N/A0.097%
5/1/2026Manning & Napier Advisors LLC628,376$21.08M0.3%+320.9%0.191%
4/30/2026Winch Advisory Services LLC74,093$2.49M0.6%+2.7%0.023%
4/30/2026Fidelity D & D Bancorp Inc.212,264$7.12M2.9%+6.1%0.065%
4/30/2026Your Advocates Ltd. LLP682,626$22.90M7.0%+9.0%0.208%
4/28/2026Appleton Partners Inc. MA340,815$11.43M0.8%+11.5%0.104%
4/28/2026Whittier Trust Co. of Nevada Inc.19,277$645K0.0%-13.0%0.006%
4/28/2026Whittier Trust Co.15,451$517K0.0%-21.1%0.005%
4/28/2026NBT Bank N A NY16,776$563K0.0%-1.9%0.005%
4/22/2026Janney Montgomery Scott LLC387,212$12.99M0.0%+11.6%0.119%
4/21/2026OLD Second National Bank of Aurora5,684$191K0.0%+7.6%0.002%
4/21/2026Foster & Motley Inc.356,638$11.96M0.6%+30.6%0.110%
4/21/2026Davidson Trust Co.43,085$1.45M0.6%+6.0%0.013%
4/21/2026Payne Capital LLC91,565$3.07M2.8%-6.3%0.028%
3/5/2026Gunpowder Capital Management LLC dba Oliver Wealth Management4,213$142K0.1%N/A0.001%
2/18/2026IHT Wealth Management LLC47,205$1.60M0.0%+488.2%0.015%
2/18/2026Centennial Bank AR65,600$2.22M0.9%+6.0%0.021%
2/17/2026Advisory Services Network LLC143,357$4.85M0.1%+18.1%0.045%
2/17/2026Captrust Financial Advisors23,160$783K0.0%-5.3%0.007%
2/16/2026Financial Gravity Asset Management Inc.538,057$18.19M3.5%+6.8%0.171%
2/13/2026Segall Bryant & Hamill LLC54,835$1.85M0.0%-5.0%0.017%
2/13/2026Wilkerson Advisory Group LLC75,603$2.56M0.9%N/A0.024%
2/13/2026Carter Financial Group INC.10,578$358K0.2%-6.5%0.003%
2/12/2026Rossby Financial LCC7,240$245K0.1%-8.3%0.002%
2/12/2026Stonebridge Capital Advisors LLC5,941$201K0.0%N/A0.002%
2/12/2026Wayfinding Financial LLC18,710$632K0.3%-93.1%0.006%
2/11/2026Janney Montgomery Scott LLC346,907$11.73M0.0%+1.7%0.110%
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2/11/2026Alteri Wealth LLC9,872$334K0.1%+6.0%0.003%
2/11/2026JPMorgan Chase & Co.109,240$3.69M0.0%-86.2%0.035%
2/11/2026Nemes Rush Group LLC3,077$104K0.0%N/A0.001%
2/11/2026Mascagni Wealth Management Inc.42,163$1.43M1.1%+2.2%0.013%
2/10/2026Root Financial Partners LLC851$29K0.0%-39.9%0.000%
2/10/2026Hilltop Partners LLC48,069$1.63M0.4%+3.0%0.015%
2/10/2026Zhang Financial LLC41,122$1.39M0.1%+3.1%0.013%
2/9/2026Fidelity D & D Bancorp Inc.200,139$6.77M2.9%-9.0%0.063%
2/9/2026Fisher Asset Management LLC29,058$982K0.0%-7.7%0.009%
2/6/2026Municipal Employees Retirement System of Michigan11,704,768$395.74M4.5%-9.7%3.711%
2/6/2026Creative Financial Designs Inc. ADV2,284$77K0.0%-47.0%0.001%
2/5/2026TD Private Client Wealth LLC65,979$2.23M0.0%+7.1%0.021%
2/5/2026Elyxium Wealth LLC820$28K0.0%N/A0.000%
2/5/20261620 Investment Advisors Inc.139,475$4.72M3.1%+3.1%0.044%
2/4/2026American Family Investments Inc.8,695,000$293.98M10.6%-9.5%2.734%
2/4/2026Community Bank N.A.36,854$1.25M0.1%+1.0%0.012%
2/4/2026Dynamic Wealth Strategies LLC51,770$1.75M1.0%-3.7%0.016%
2/3/2026Manning & Napier Advisors LLC149,279$5.05M0.1%-7.8%0.047%
2/3/2026Climber Capital SA112,185$3.79M2.3%N/A0.035%
2/3/2026Winch Advisory Services LLC72,170$2.44M0.5%+6.4%0.023%
2/3/2026Crestwood Advisors Group LLC63,171$2.14M0.0%+1.0%0.020%
2/2/2026Cornerstone Planning Group LLC8,781$298K0.0%+26,509.1%0.003%
2/2/2026Horizon Investments LLC1,343$45K0.0%N/A0.000%
2/2/2026Your Advocates Ltd. LLP625,977$21.16M6.9%+0.9%0.197%
1/29/2026ST Germain D J Co. Inc.875,911$29.62M1.2%+0.2%0.277%
1/29/2026True Link Financial Advisors LLC56,979$1.93M0.1%-1.5%0.018%
1/28/2026Migdal Insurance & Financial Holdings Ltd.953,744$32.25M0.3%+8.2%0.301%
1/27/2026Davidson Trust Co.40,648$1.37M0.6%+16.2%0.013%
1/26/2026Whittier Trust Co. of Nevada Inc.22,148$750K0.0%-24.4%0.007%
1/26/2026Whittier Trust Co.19,584$663K0.0%-2.0%0.006%
1/26/2026Private Trust Co. NA92,781$3.14M0.3%+10.8%0.029%
1/23/2026Farther Finance Advisors LLC181,611$6.14M0.1%-6.3%0.058%
1/23/2026Curbstone Financial Management Corp13,000$440K0.1%+5.7%0.004%
1/23/2026Fifth Third Securities Inc.26,732$904K0.1%+1.5%0.009%
1/23/2026NBT Bank N A NY17,101$578K0.0%-2.5%0.005%
1/22/2026Richardson Financial Services Inc.3,839$123K0.0%-26.8%0.001%
1/22/2026Bartlett & CO. Wealth Management LLC675,373$22.83M0.3%+19.4%0.215%
1/21/2026Crews Bank & Trust733,009$24.78M3.5%+10.6%0.233%
1/21/2026Sound Income Strategies LLC13,075$442K0.0%+1,696.0%0.004%
1/20/2026Thurston Springer Miller Herd & Titak Inc.7,464$252K0.1%+1,369.3%0.002%
1/15/2026Burns Matteson Capital Management LLC269,322$9.11M2.8%+59.9%0.082%
1/15/2026Foster & Motley Inc.273,163$9.24M0.5%+31.1%0.084%
1/13/2026CoreCap Advisors LLC5,530$187K0.0%-13.2%0.002%
1/12/2026Tilia Fiduciary Partners Inc.27,311$923K0.5%+126.3%0.008%
1/12/2026Bulwark Capital Corp7,922$268K0.2%-9.8%0.002%
1/9/2026Appleton Partners Inc. MA305,676$10.34M0.7%+6.2%0.095%
1/7/2026 MassMutual Private Wealth & Trust FSB27,934$944K0.0%-6.5%0.009%
1/5/2026GoalVest Advisory LLC612,998$20.73M4.0%+7.9%0.188%
1/5/2026Rosenberg Matthew Hamilton28,373$959K0.2%+61.8%0.009%
1/1/2026JPMorgan Chase & Co.792,394$26.85M0.0%+381.8%0.251%
Trump’s New Currency Reset (Ad)

Trump is launching a new $250 bill - but that may be a distraction. Behind the scenes, Executive Order 14241 is orchestrating what analyst Porter Stansberry calls a total U.S. money reset, bypassing conventional legal channels under the guise of national security. The last time America reset its currency - under Nixon in the 1970s - it created an average of 1,300 new millionaires a day for over 50 years. Stansberry has identified three asset categories connected to Trump's initiative that could surge, plus his single top investment move.tc pixel

Watch the documentary briefing and find out which side you land on
12/23/2025Triumph Capital Management835$28K0.0%N/A0.000%
12/2/2025IFP Advisors Inc40,640$1.38M0.0%+22.9%0.013%
11/17/2025NewEdge Advisors LLC72,405$2.45M0.0%-10.0%0.023%
11/17/2025Triumph Capital Management835$28K0.0%N/A0.000%
11/17/2025Integrated Wealth Concepts LLC154,693$5.24M0.0%+3.5%0.049%
11/17/2025Community Bank N.A.36,494$1.24M0.1%-3.3%0.012%
11/17/2025BNP Paribas20,077$680K0.0%+4.4%0.006%
11/17/2025American Family Investments Inc.9,604,000$325.48M17.1%+81.1%3.037%
11/17/2025Ameriprise Financial Inc.5,289,335$179.27M0.0%-2.2%1.673%
11/14/2025Wayfinding Financial LLC271,091$9.19M4.0%+0.7%0.086%


SPIB Institutional Ownership - Frequently Asked Questions

During the previous two years, 132 institutional investors and hedge funds held shares of SPDR Portfolio Intermediate Term Corporate Bond ETF. The most heavily invested institutionals were Municipal Employees Retirement System of Michigan ($395.74M), American Family Investments Inc. ($293.98M), Ameriprise Financial Inc. ($179.27M), Orange Investment Advisors Inc. ($44.32M), Hudson Valley Investment Advisors Inc. ADV ($41.36M), BNP Paribas Financial Markets ($33.96M), and Migdal Insurance & Financial Holdings Ltd. ($32.25M).Learn more on SPDR Portfolio Intermediate Term Corporate Bond ETF's institutional investors.

Of the 119 institutional investors that purchased SPDR Portfolio Intermediate Term Corporate Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Municipal Employees Retirement System of Michigan ($12.82M), American Family Investments Inc. ($9.60M), Ameriprise Financial Inc. ($4.35M), True Link Financial Advisors LLC ($1.79M), RMG Wealth Management LLC ($1.63M), JPMorgan Chase & Co. ($1.31M), and BNP Paribas Financial Markets ($1.01M).

Institutional investors have bought a total of 33,238,585 shares in the last 24 months. This purchase volume represents approximately $1.12B in transactions.

Of the 46 institutional investors that sold SPDR Portfolio Intermediate Term Corporate Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: True Link Financial Advisors LLC ($3.33M), JPMorgan Chase & Co. ($2.21M), Municipal Employees Retirement System of Michigan ($1.26M), American Family Investments Inc. ($909K), Farther Finance Advisors LLC ($637.45K), Wayfinding Financial LLC ($252.38K), and Ameriprise Financial Inc. ($117.86K).

Institutional investors have sold a total of 8,972,517 shares in the last 24 months. This volume of shares sold represents approximately $302.27M in transactions.


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This page (NYSEARCA:SPIB) was last updated on 7/4/2026 by MarketBeat.com Staff.
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