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 09, 2025
Q2 2025
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
15KNew |
$489K - $503K
|
15K
$509K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
14K+ 37.6% |
$457K - $471K
|
51.3K
$1.74M
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
13.6K+ 197.1% |
$444K - $457K
|
20.5K
$696K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
13.4K+ 5.65% |
$439K - $451K
|
251K
$8.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
13.1K+ 246.35% |
$426K - $439K
|
18.4K
$624K
|
|
|
Aug 04, 2025
Q2 2025
|
Fortune 45 LLC
|
BUY
|
- |
12.5K+ 5.42% |
$406K - $418K
|
242K
$8.22M
|
|
|
Aug 14, 2025
Q2 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
12.1KNew |
$395K - $407K
|
12.1K
$411K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
12K+ 2.19% |
$392K - $403K
|
560K
$19M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
12K+ 15.06% |
$391K - $403K
|
91.6K
$3.11M
|
|
|
Aug 22, 2025
Q2 2025
|
Carter Financial Group, Inc.
Barrington, IL |
BUY
|
- |
11.7KNew |
$381K - $392K
|
11.7K
$396K
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
11.7KNew |
$381K - $392K
|
11.7K
$396K
|
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
11.6K+ 7.87% |
$379K - $390K
|
159K
$5.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.6K+ 5.33% |
$377K - $388K
|
229K
$7.76M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11K+ 8.56% |
$360K - $370K
|
140K
$4.75M
|
|
|
Jul 11, 2025
Q2 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
11K+ 7.36% |
$359K - $370K
|
161K
$5.45M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
10.9K+ 1.53% |
$357K - $367K
|
725K
$24.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
10.8KNew |
$351K - $361K
|
10.8K
$365K
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
10.7K+ 6.53% |
$349K - $359K
|
174K
$5.92M
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
BUY
|
- |
10.5K+ 38.75% |
$344K - $354K
|
37.8K
$1.28M
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
10.2K+ 17.05% |
$332K - $342K
|
69.9K
$2.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
10.1K+ 10.83% |
$328K - $338K
|
103K
$3.5M
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
BUY
|
- |
9.99KNew |
$326K - $335K
|
9.99K
$339K
|
|
|
Aug 14, 2025
Q2 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
9.72K+ 31.01% |
$317K - $326K
|
41.1K
$1.39M
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
BUY
|
- |
9.57K+ 1.16% |
$312K - $321K
|
835K
$28.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
9.53K+ 11.79% |
$311K - $320K
|
90.4K
$3.07M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
9.51KNew |
$310K - $319K
|
9.51K
$323K
|
|
|
Aug 04, 2025
Q2 2025
|
Muzinich & Co., Inc.
New York, NY |
BUY
|
- |
9.23KNew |
$301K - $310K
|
9.23K
$313K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.22K+ 72.04% |
$301K - $310K
|
22K
$747K
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
9.2K+ 56.16% |
$300K - $309K
|
25.6K
$868K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
9.12K+ 10.76% |
$298K - $306K
|
93.9K
$3.19M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
9.1KNew |
$297K - $305K
|
9.1K
$309K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.41K+ 23.46% |
$274K - $282K
|
44.3K
$1.5M
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
8.35K+ 94.14% |
$272K - $280K
|
17.2K
$584K
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
8.35KNew |
$272K - $280K
|
8.35K
$283K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
8.29K+ 10.48% |
$270K - $278K
|
87.3K
$2.97M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
8.2K+ 13.26% |
$268K - $275K
|
70.1K
$2.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.2K+ 1.81% |
$267K - $275K
|
462K
$15.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
8.19K+ 4.85% |
$267K - $275K
|
177K
$6.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
7.92KNew |
$258K - $266K
|
7.92K
$269K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.89K+ 507.07% |
$257K - $265K
|
9.45K
$321K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
7.88KNew |
$257K - $265K
|
7.88K
$268K
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
7.75K+ 4.44% |
$253K - $260K
|
182K
$6.19M
|
|
|
Aug 06, 2025
Q2 2025
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
7.65K+ 10.35% |
$249K - $257K
|
81.5K
$2.77M
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
7.57KNew |
$247K - $254K
|
7.57K
$257K
|
|
|
Aug 14, 2025
Q2 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
7.57K+ 85.24% |
$247K - $254K
|
16.4K
$558K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.47K+ 8.28% |
$244K - $251K
|
97.6K
$3.31M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.29K+ 3.8% |
$238K - $245K
|
199K
$6.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.29K+ 5.12% |
$238K - $245K
|
149K
$5.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
7.13KNew |
$233K - $239K
|
7.13K
$242K
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Trust CO
|
BUY
|
- |
7.13K+ 35.28% |
$232K - $239K
|
27.3K
$928K
|