Purchases and Sales Made in Q1 2025 in Spdr Portfolio Intermediate Te (SPIB)
This table provides information about the institutional ownership of Spdr Portfolio Intermediate Te (SPIB) during Q1 2025. The information is specifically focused on institutions that hold shares of SPDR PORTFOLIO INTERMEDIATE TE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-25- 0.4% |
$813 - $832
|
6.27K
$207K
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-28- 0.31% |
$910 - $932
|
8.87K
$292K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-37- 5.37% |
$1.2K - $1.23K
|
652
$21.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-52- 0.31% |
$1.69K - $1.73K
|
16.6K
$546K
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-164- 1.85% |
$5.33K - $5.46K
|
8.71K
$287K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-269- 0.67% |
$8.74K - $8.96K
|
39.8K
$1.31M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-306- 1.38% |
$9.95K - $10.2K
|
21.9K
$723K
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-343- 3.21% |
$11.1K - $11.4K
|
10.3K
$341K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-756- 1.26% |
$24.6K - $25.2K
|
59.2K
$1.95M
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-792- 10.38% |
$25.7K - $26.4K
|
6.84K
$225K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.36K- 7.14% |
$44.2K - $45.3K
|
17.7K
$583K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.49K- 2.48% |
$48.5K - $49.7K
|
58.6K
$1.93M
|
|
|
Apr 09, 2025
Q1 2025
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-1.66K- 0.98% |
$54K - $55.3K
|
168K
$5.53M
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.7K- 10.61% |
$55.3K - $56.6K
|
14.3K
$473K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.56K- 76.34% |
$83.1K - $85.2K
|
793
$26.1K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
SELL
|
- |
-2.65K- 10.2% |
$86K - $88.1K
|
23.3K
$768K
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-3.65K- 34.27% |
$118K - $121K
|
6.99K
$230K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-4.35K- 17.41% |
$141K - $145K
|
20.6K
$680K
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
SELL
|
- |
-5.16K- 6.63% |
$168K - $172K
|
72.6K
$2.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-5.44K- 46.65% |
$177K - $181K
|
6.22K
$205K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-5.51K- 20.75% |
$179K - $184K
|
21.1K
$694K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-7.87K- 10.42% |
$256K - $262K
|
67.6K
$2.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-8.51K- 18.31% |
$277K - $283K
|
38K
$1.25M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-10.6K- 23.01% |
$343K - $351K
|
35.3K
$1.16M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-17.7K- 68.29% |
$575K - $589K
|
8.22K
$271K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-28.8K- 32.77% |
$936K - $959K
|
59.1K
$1.95M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-98.4K- 11.35% |
$3.2M - $3.28M
|
769K
$25.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.84M- 84.22% |
$92.4M - $94.7M
|
533K
$17.6M
|