Purchases and Sales Made in Q2 2025 in Spdr Portfolio Intermediate Te (SPIB)
This table provides information about the institutional ownership of Spdr Portfolio Intermediate Te (SPIB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-27.8K- 33.17% |
$907K - $934K
|
56K
$1.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-29.1K- 33.6% |
$950K - $977K
|
57.5K
$1.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-38.2K- 2.6% |
$1.25M - $1.28M
|
1.43M
$48.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-39.8K- 47.04% |
$1.3M - $1.34M
|
44.8K
$1.52M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-41.4K- 3.67% |
$1.35M - $1.39M
|
1.09M
$36.9M
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-43.9K- 23.75% |
$1.43M - $1.47M
|
141K
$4.79M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-48.8K- 43.46% |
$1.59M - $1.64M
|
63.4K
$2.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-51.4K- 0.74% |
$1.68M - $1.73M
|
6.92M
$235M
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-59K- 31.14% |
$1.92M - $1.98M
|
130K
$4.43M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-62.4K- 20.41% |
$2.04M - $2.1M
|
243K
$8.26M
|
|
|
Aug 15, 2025
Q2 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
SELL
|
- |
-64.2K- 88.34% |
$2.09M - $2.15M
|
8.47K
$288K
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-64.5K- 50.0% |
$2.1M - $2.17M
|
64.5K
$2.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-76.2K- 41.28% |
$2.49M - $2.56M
|
108K
$3.68M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-90.6K- 0.92% |
$2.96M - $3.04M
|
9.81M
$333M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-91.3K- 7.94% |
$2.98M - $3.07M
|
1.06M
$35.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-121K- 20.5% |
$3.95M - $4.07M
|
470K
$16M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-130K- 81.06% |
$4.23M - $4.35M
|
30.3K
$1.03M
|
|
|
Jul 17, 2025
Q2 2025
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-138K- 8.33% |
$4.5M - $4.63M
|
1.52M
$51.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-167K- 38.64% |
$5.44M - $5.6M
|
265K
$8.99M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-178K- 33.33% |
$5.79M - $5.96M
|
355K
$12.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-261K- 30.05% |
$8.51M - $8.76M
|
607K
$20.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-274K- 68.68% |
$8.95M - $9.21M
|
125K
$4.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-312K- 97.3% |
$10.2M - $10.5M
|
8.67K
$294K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-339K- 21.02% |
$11.1M - $11.4M
|
1.27M
$43.3M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-358K- 7.02% |
$11.7M - $12M
|
4.74M
$161M
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-395K- 87.56% |
$12.9M - $13.3M
|
56.1K
$1.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-412K- 59.27% |
$13.4M - $13.8M
|
283K
$9.61M
|
|
|
Aug 08, 2025
Q2 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-544K- 40.18% |
$17.7M - $18.3M
|
809K
$27.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-649K- 68.47% |
$21.2M - $21.8M
|
299K
$10.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-893K- 68.68% |
$29.1M - $30M
|
407K
$13.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-897K- 65.76% |
$29.2M - $30.1M
|
467K
$15.9M
|
|
|
Jul 24, 2025
Q2 2025
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-3.33M- 98.21% |
$109M - $112M
|
60.5K
$2.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-12.5M- 29.99% |
$408M - $420M
|
29.2M
$991M
|