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 14, 2025
Q2 2025
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
561+ 1.69% |
$18.3K - $18.8K
|
33.7K
$1.14M
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
526+ 1.8% |
$17.2K - $17.7K
|
29.7K
$1.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
521+ 5.73% |
$17K - $17.5K
|
9.62K
$327K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
503New |
$16.4K - $16.9K
|
503
$17.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
480+ 5.32% |
$15.7K - $16.1K
|
9.5K
$323K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
469+ 2.92% |
$15.3K - $15.7K
|
16.5K
$562K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
444+ 0.12% |
$14.5K - $14.9K
|
364K
$12.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
441+ 6.85% |
$14.4K - $14.8K
|
6.88K
$234K
|
|
|
Aug 13, 2025
Q2 2025
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
395+ 2.62% |
$12.9K - $13.3K
|
15.5K
$525K
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
394+ 1.9% |
$12.9K - $13.2K
|
21.1K
$716K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
374+ 1.31% |
$12.2K - $12.6K
|
29K
$986K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
372New |
$12.1K - $12.5K
|
372
$12.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
346New |
$11.3K - $11.6K
|
346
$11.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
336+ 0.57% |
$11K - $11.3K
|
59.5K
$2.02M
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
274+ 3.04% |
$8.94K - $9.2K
|
9.28K
$315K
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
256+ 4.11% |
$8.35K - $8.6K
|
6.48K
$220K
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
250+ 2.07% |
$8.15K - $8.4K
|
12.3K
$418K
|
|
|
Aug 07, 2025
Q2 2025
|
F Dx Advisors, Inc.
|
BUY
|
- |
242+ 0.13% |
$7.89K - $8.13K
|
185K
$6.28M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
232+ 1.17% |
$7.57K - $7.79K
|
20.1K
$684K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
216+ 2.86% |
$7.05K - $7.25K
|
7.76K
$264K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
195+ 2.65% |
$6.36K - $6.55K
|
7.56K
$257K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
175+ 1.33% |
$5.71K - $5.88K
|
13.4K
$454K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
167New |
$5.45K - $5.61K
|
167
$5.67K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
155New |
$5.06K - $5.2K
|
155
$5.26K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
154+ 1.99% |
$5.02K - $5.17K
|
7.88K
$268K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
131+ 0.17% |
$4.27K - $4.4K
|
77.8K
$2.64M
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
121+ 2.24% |
$3.95K - $4.06K
|
5.52K
$187K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
121New |
$3.95K - $4.06K
|
121
$4.11K
|
|
|
Aug 14, 2025
Q2 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
107+ 1.05% |
$3.49K - $3.59K
|
10.3K
$351K
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
100New |
$3.26K - $3.36K
|
100
$3.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
BUY
|
- |
96+ 1.21% |
$3.13K - $3.22K
|
8.06K
$274K
|
|
|
Aug 11, 2025
Q2 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
88+ 0.73% |
$2.87K - $2.96K
|
12.1K
$412K
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
87New |
$2.84K - $2.92K
|
87
$2.95K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
84New |
$2.74K - $2.82K
|
84
$2.85K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
80+ 0.3% |
$2.61K - $2.69K
|
27K
$918K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
58+ 0.97% |
$1.89K - $1.95K
|
6.03K
$205K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
56New |
$1.83K - $1.88K
|
56
$1.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
55+ 0.56% |
$1.79K - $1.85K
|
9.95K
$338K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
54+ 300.0% |
$1.76K - $1.81K
|
72
$2.44K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
47+ 0.28% |
$1.53K - $1.58K
|
16.6K
$564K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
45+ 0.03% |
$1.47K - $1.51K
|
133K
$4.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
43+ 0.11% |
$1.4K - $1.44K
|
39.8K
$1.35M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
41+ 0.32% |
$1.34K - $1.38K
|
12.8K
$436K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
39+ 1.4% |
$1.27K - $1.31K
|
2.83K
$96.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
36+ 1.2% |
$1.17K - $1.21K
|
3.04K
$103K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
35+ 6.59% |
$1.14K - $1.18K
|
566
$19.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
28+ 0.28% |
$913 - $940
|
9.95K
$338K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
20+ 1.11% |
$652 - $672
|
1.83K
$62.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
16+ 0.24% |
$522 - $537
|
6.65K
$226K
|
|
|
Jul 22, 2025
Q2 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
13+ 0.09% |
$424 - $437
|
14K
$476K
|