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 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
54.8K+ 11.67% |
$1.79M - $1.84M
|
525K
$17.8M
|
|
|
Aug 14, 2025
Q2 2025
|
First International Bank Of Israel Ltd.
Tel Aviv, |
BUY
|
- |
51.9KNew |
$1.69M - $1.74M
|
51.9K
$1.76M
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
BUY
|
- |
51.6K+ 4.06% |
$1.68M - $1.73M
|
1.32M
$44.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
45.3K+ 97.34% |
$1.48M - $1.52M
|
91.8K
$3.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
44.7K+ 20.28% |
$1.46M - $1.5M
|
265K
$8.99M
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
43.1K+ 5.25% |
$1.41M - $1.45M
|
864K
$29.3M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
41.8K+ 51.64% |
$1.36M - $1.4M
|
123K
$4.17M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
38.8K+ 0.89% |
$1.27M - $1.3M
|
4.4M
$149M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
35.7K+ 12.75% |
$1.17M - $1.2M
|
316K
$10.7M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
34.6K+ 4.17% |
$1.13M - $1.16M
|
864K
$29.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
34.2K+ 11.46% |
$1.12M - $1.15M
|
333K
$11.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
32.8K+ 25.05% |
$1.07M - $1.1M
|
164K
$5.56M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
31.8K+ 7.52% |
$1.04M - $1.07M
|
455K
$15.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
31.6K+ 36.62% |
$1.03M - $1.06M
|
118K
$4M
|
|
|
Sep 30, 2025
Q2 2025
|
Gilbert Capital Group, Inc.
North Yarmouth, ME |
BUY
|
- |
31.2KNew |
$1.02M - $1.05M
|
31.2K
$1.06M
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
31KNew |
$1.01M - $1.04M
|
31K
$1.05M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
30.2K+ 3.77% |
$985K - $1.01M
|
831K
$28.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
29.4K+ 23.13% |
$959K - $987K
|
157K
$5.32M
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
29.1K+ 24.64% |
$951K - $979K
|
147K
$5M
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
27.5K+ 133.34% |
$897K - $923K
|
48.1K
$1.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
26.9K+ 6.42% |
$877K - $903K
|
445K
$15.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
26.9K+ 15.27% |
$876K - $902K
|
203K
$6.88M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
26.2K+ 2.47% |
$856K - $881K
|
1.09M
$36.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
25.3K+ 10.06% |
$824K - $848K
|
276K
$9.38M
|
|
|
Aug 01, 2025
Q2 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
25.1K+ 4.48% |
$818K - $842K
|
584K
$19.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
24K+ 3.68% |
$782K - $805K
|
676K
$23M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
22.8K+ 14.47% |
$743K - $765K
|
180K
$6.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
22.8KNew |
$743K - $764K
|
22.8K
$773K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
22.4K+ 20.12% |
$732K - $753K
|
134K
$4.55M
|
|
|
Jul 22, 2025
Q2 2025
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
21.8K+ 14.57% |
$710K - $731K
|
171K
$5.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
21K+ 5.34% |
$686K - $706K
|
415K
$14.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
21K+ 10.99% |
$685K - $705K
|
212K
$7.2M
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
20.9K+ 3.19% |
$683K - $703K
|
678K
$23M
|
|
|
Jul 22, 2025
Q2 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
19.7K+ 7.75% |
$644K - $663K
|
275K
$9.32M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
19.7K+ 66.88% |
$643K - $661K
|
49.1K
$1.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
19.6KNew |
$640K - $659K
|
19.6K
$666K
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
19.2K+ 25.25% |
$625K - $644K
|
95.1K
$3.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
19.1K+ 6.01% |
$625K - $643K
|
338K
$11.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
18.7K+ 10.15% |
$611K - $629K
|
203K
$6.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
18.6K+ 21.56% |
$606K - $624K
|
105K
$3.55M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
17.7K+ 0.6% |
$578K - $595K
|
2.98M
$101M
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
17.6KNew |
$574K - $591K
|
17.6K
$598K
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
17.4K+ 48.07% |
$569K - $585K
|
53.7K
$1.82M
|
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
BUY
|
- |
17K+ 32.6% |
$556K - $572K
|
69.3K
$2.35M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
17K+ 21.87% |
$555K - $572K
|
94.9K
$3.22M
|
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
16.8K+ 74.72% |
$547K - $564K
|
39.2K
$1.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
16.4K+ 2.55% |
$535K - $550K
|
660K
$22.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
16.2KNew |
$528K - $543K
|
16.2K
$549K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
16.1K+ 27.22% |
$525K - $540K
|
75.1K
$2.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
15.4KNew |
$504K - $519K
|
15.4K
$524K
|