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 22, 2025
Q2 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
7.02KNew |
$229K - $236K
|
7.02K
$238K
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
BUY
|
- |
6.95K+ 18.89% |
$227K - $233K
|
43.7K
$1.48M
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
6.79KNew |
$222K - $228K
|
6.79K
$231K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.54K+ 18.4% |
$213K - $220K
|
42.1K
$1.43M
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
6.18KNew |
$202K - $208K
|
6.18K
$210K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.12K+ 3.01% |
$200K - $205K
|
209K
$7.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
6.03K+ 6.72% |
$197K - $203K
|
95.8K
$3.25M
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
BUY
|
- |
6.03K+ 2.19% |
$197K - $202K
|
281K
$9.55M
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
6.02KNew |
$196K - $202K
|
6.02K
$204K
|
|
|
Jul 30, 2025
Q2 2025
|
Bck Partners, Inc.
|
BUY
|
- |
6.01KNew |
$196K - $202K
|
6.01K
$204K
|
|
|
Aug 04, 2025
Q2 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
5.98KNew |
$195K - $201K
|
5.98K
$203K
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
5.98KNew |
$195K - $201K
|
5.98K
$203K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5.8K+ 12.16% |
$189K - $195K
|
53.5K
$1.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
5.8K+ 5.67% |
$189K - $195K
|
108K
$3.67M
|
|
|
Jul 16, 2025
Q2 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
5.65K+ 8.88% |
$184K - $190K
|
69.2K
$2.35M
|
|
|
Aug 01, 2025
Q2 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
5.63K+ 1.97% |
$184K - $189K
|
291K
$9.87M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.6K+ 8.73% |
$183K - $188K
|
69.8K
$2.37M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.57K+ 84.02% |
$182K - $187K
|
12.2K
$414K
|
|
|
Aug 11, 2025
Q2 2025
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
5.5K+ 1.5% |
$179K - $185K
|
372K
$12.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
5.43K+ 11.91% |
$177K - $182K
|
51K
$1.73M
|
|
|
Aug 07, 2025
Q2 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
5.4K+ 4.43% |
$176K - $181K
|
127K
$4.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
5.36K+ 70.02% |
$175K - $180K
|
13K
$442K
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
5.03K+ 44.63% |
$164K - $169K
|
16.3K
$554K
|
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
5.02K+ 2.98% |
$164K - $169K
|
174K
$5.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.91K+ 3.27% |
$160K - $165K
|
155K
$5.26M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
4.86K+ 3.21% |
$159K - $163K
|
156K
$5.31M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.86K+ 10.69% |
$158K - $163K
|
50.3K
$1.71M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
4.83K+ 770.49% |
$158K - $162K
|
5.46K
$185K
|
|
|
Aug 06, 2025
Q2 2025
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
4.81K+ 4.08% |
$157K - $162K
|
123K
$4.17M
|
|
|
Jul 31, 2025
Q2 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
4.7K+ 1.98% |
$153K - $158K
|
242K
$8.22M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
4.56K+ 1.89% |
$149K - $153K
|
246K
$8.36M
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
4.29K+ 3.34% |
$140K - $144K
|
133K
$4.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
4.23K+ 11.13% |
$138K - $142K
|
42.3K
$1.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
4.18K+ 1.87% |
$136K - $140K
|
228K
$7.73M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.09K+ 3.42% |
$133K - $137K
|
124K
$4.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.97K+ 23.22% |
$130K - $133K
|
21.1K
$715K
|
|
|
Aug 14, 2025
Q2 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
3.87K+ 3.84% |
$126K - $130K
|
105K
$3.56M
|
|
|
Aug 05, 2025
Q2 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
3.71K+ 2.96% |
$121K - $125K
|
129K
$4.38M
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
3.68K+ 35.51% |
$120K - $124K
|
14.1K
$477K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.56K+ 14.04% |
$116K - $120K
|
29K
$983K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3.44K+ 1.45% |
$112K - $116K
|
241K
$8.19M
|
|
|
Aug 04, 2025
Q2 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
3.13K+ 40.09% |
$102K - $105K
|
10.9K
$371K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
3.12K+ 26.24% |
$102K - $105K
|
15K
$509K
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
3.1K+ 16.31% |
$101K - $104K
|
22.1K
$751K
|
|
|
Jul 15, 2025
Q2 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
3.04K+ 1.26% |
$99.1K - $102K
|
245K
$8.31M
|
|
|
Jul 30, 2025
Q2 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
3.01K+ 1.41% |
$98K - $101K
|
217K
$7.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
2.85K+ 6.56% |
$93.1K - $95.8K
|
46.3K
$1.57M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2.67K+ 336.19% |
$87K - $89.5K
|
3.46K
$117K
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
2.49KNew |
$81.3K - $83.6K
|
2.49K
$84.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.44K+ 4.08% |
$79.6K - $82K
|
62.3K
$2.12M
|