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 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.36K+ 4.26% |
$77K - $79.3K
|
57.7K
$1.96M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.3KNew |
$74.9K - $77.1K
|
2.3K
$77.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Alaska Permanent Capital Management
|
BUY
|
- |
2.26K+ 4.37% |
$73.7K - $75.9K
|
53.9K
$1.83M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.2K+ 9.28% |
$71.6K - $73.7K
|
25.9K
$878K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
2.16KNew |
$70.6K - $72.7K
|
2.16K
$73.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.14K+ 1.11% |
$69.6K - $71.7K
|
195K
$6.62M
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
2.04K+ 18.4% |
$66.4K - $68.4K
|
13.1K
$445K
|
|
|
Jul 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
2.03K+ 28.58% |
$66.2K - $68.2K
|
9.13K
$310K
|
|
|
Jul 30, 2025
Q2 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
1.98K+ 0.67% |
$64.6K - $66.5K
|
297K
$10.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.93K+ 3.95% |
$62.9K - $64.7K
|
50.7K
$1.72M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.92KNew |
$62.6K - $64.4K
|
1.92K
$65.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.89K+ 6.04% |
$61.7K - $63.5K
|
33.2K
$1.13M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.88K+ 5.79% |
$61.3K - $63.1K
|
34.3K
$1.17M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.84K+ 11.59% |
$60.1K - $61.9K
|
17.7K
$602K
|
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.84K+ 6.85% |
$59.9K - $61.6K
|
28.6K
$972K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
1.71K+ 5.29% |
$55.8K - $57.5K
|
34K
$1.16M
|
|
|
Jul 29, 2025
Q2 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
1.68K+ 19.58% |
$54.6K - $56.2K
|
10.2K
$347K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.64K+ 13.52% |
$53.6K - $55.2K
|
13.8K
$468K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.53K+ 5.46% |
$49.9K - $51.3K
|
29.5K
$1M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
1.46K+ 12.69% |
$47.5K - $48.9K
|
12.9K
$439K
|
|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
1.31KNew |
$42.6K - $43.9K
|
1.31K
$44.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.3K+ 60.01% |
$42.4K - $43.7K
|
3.47K
$118K
|
|
|
Aug 14, 2025
Q2 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
1.26K+ 13.16% |
$41.1K - $42.3K
|
10.8K
$368K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.21KNew |
$39.3K - $40.5K
|
1.21K
$40.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.16K+ 4.51% |
$37.9K - $39K
|
27K
$915K
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
1.16K+ 12.24% |
$37.7K - $38.9K
|
10.6K
$360K
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.14K+ 1.87% |
$37.3K - $38.4K
|
62.3K
$2.12M
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
1.08K+ 1.48% |
$35.4K - $36.4K
|
74.5K
$2.53M
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.03K+ 6.2% |
$33.4K - $34.4K
|
17.6K
$596K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.02KNew |
$33.2K - $34.2K
|
1.02K
$34.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1K+ 6.5% |
$32.7K - $33.6K
|
16.4K
$557K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
989+ 3.09% |
$32.3K - $33.2K
|
33K
$1.12M
|
|
|
Jul 22, 2025
Q2 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
955+ 2.33% |
$31.2K - $32.1K
|
41.9K
$1.42M
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
912+ 1.5% |
$29.7K - $30.6K
|
61.7K
$2.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
906+ 1.7% |
$29.6K - $30.4K
|
54.3K
$1.84M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
904+ 3.74% |
$29.5K - $30.4K
|
25.1K
$852K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
880+ 39.39% |
$28.7K - $29.6K
|
3.11K
$106K
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
854+ 2.99% |
$27.9K - $28.7K
|
29.4K
$998K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
842+ 45.07% |
$27.5K - $28.3K
|
2.71K
$92K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
831New |
$27.1K - $27.9K
|
831
$28.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
826+ 1.25% |
$26.9K - $27.7K
|
66.8K
$2.27M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
805+ 1.37% |
$26.3K - $27K
|
59.4K
$2.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
728+ 0.09% |
$23.7K - $24.4K
|
823K
$27.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
719+ 4.91% |
$23.5K - $24.1K
|
15.4K
$522K
|
|
|
Jul 24, 2025
Q2 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
712+ 4.49% |
$23.2K - $23.9K
|
16.6K
$563K
|
|
|
Aug 12, 2025
Q2 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
707+ 1.21% |
$23.1K - $23.7K
|
59.3K
$2.01M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
656+ 8.18% |
$21.4K - $22K
|
8.68K
$295K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
594+ 3.21% |
$19.4K - $19.9K
|
19.1K
$649K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
592New |
$19.3K - $19.9K
|
592
$20.1K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
582+ 0.73% |
$19K - $19.5K
|
80.4K
$2.73M
|