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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
131+ 0.17% |
$4.27K - $4.4K
|
77.8K
$2.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
121New |
$3.95K - $4.06K
|
121
$4.05K
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
87New |
$2.84K - $2.92K
|
87
$2.91K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
80+ 0.3% |
$2.61K - $2.69K
|
27K
$905K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
55+ 0.56% |
$1.79K - $1.85K
|
9.95K
$333K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
47+ 0.28% |
$1.53K - $1.58K
|
16.6K
$556K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
45+ 0.03% |
$1.47K - $1.51K
|
133K
$4.43M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 18, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-1- 11.11% |
$32.6 - $33.6
|
8
$268
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-96- 0.67% |
$3.13K - $3.22K
|
14.2K
$476K
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-100- 0.79% |
$3.26K - $3.36K
|
12.5K
$420K
|
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
SELL
|
- |
-135- 0.81% |
$4.4K - $4.53K
|
16.5K
$553K
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-410- 4.71% |
$13.4K - $13.8K
|
8.3K
$278K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-413- 2.8% |
$13.5K - $13.9K
|
14.3K
$479K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-456- 4.41% |
$14.9K - $15.3K
|
9.89K
$331K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-548- 38.73% |
$17.9K - $18.4K
|
867
$29K
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-551- 8.44% |
$18K - $18.5K
|
5.98K
$200K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-638- 8.79% |
$20.8K - $21.4K
|
6.62K
$221K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-814- 0.45% |
$26.6K - $27.3K
|
178K
$5.96M
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-1.98K- 1.27% |
$64.6K - $66.5K
|
154K
$5.15M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2K- 5.73% |
$65.4K - $67.3K
|
33K
$1.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-3.11K- 2.95% |
$101K - $104K
|
102K
$3.42M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.45K- 1.97% |
$112K - $116K
|
172K
$5.74M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.45K- 11.86% |
$112K - $116K
|
25.6K
$857K
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-4.36K- 3.85% |
$142K - $146K
|
109K
$3.64M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-5.2K- 13.7% |
$170K - $175K
|
32.8K
$1.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-5.31K- 13.31% |
$173K - $178K
|
34.6K
$1.16M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-5.94K- 16.44% |
$194K - $199K
|
30.2K
$1.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.59K- 1.99% |
$215K - $221K
|
324K
$10.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-8.98K- 51.96% |
$293K - $301K
|
8.3K
$278K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-10.7K- 15.86% |
$350K - $360K
|
56.9K
$1.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-59K- 31.14% |
$1.92M - $1.98M
|
130K
$4.36M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-91.3K- 7.94% |
$2.98M - $3.07M
|
1.06M
$35.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-138K- 8.33% |
$4.5M - $4.63M
|
1.52M
$50.8M
|