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 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2.84K- 5.48% |
$92.8K - $95.5K
|
49K
$1.66M
|
|
|
Jul 14, 2025
Q2 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-3.11K- 2.95% |
$101K - $104K
|
102K
$3.47M
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-3.13K- 4.77% |
$102K - $105K
|
62.4K
$2.12M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.37K- 4.7% |
$110K - $113K
|
68.3K
$2.32M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.45K- 1.97% |
$112K - $116K
|
172K
$5.82M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.45K- 11.86% |
$112K - $116K
|
25.6K
$870K
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-3.49K- 15.17% |
$114K - $117K
|
19.5K
$662K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.56K- 1.68% |
$116K - $120K
|
208K
$7.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-3.93K- 1.29% |
$128K - $132K
|
301K
$10.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-4.36K- 3.85% |
$142K - $146K
|
109K
$3.69M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-4.92K- 12.95% |
$161K - $165K
|
33.1K
$1.12M
|
|
|
Jul 30, 2025
Q2 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-5.02K- 14.06% |
$164K - $168K
|
30.7K
$1.04M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-5.2K- 13.7% |
$170K - $175K
|
32.8K
$1.11M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-5.31K- 13.31% |
$173K - $178K
|
34.6K
$1.17M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-5.44K- 15.39% |
$177K - $183K
|
29.9K
$1.01M
|
|
|
Aug 06, 2025
Q2 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-5.46K- 2.48% |
$178K - $183K
|
215K
$7.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-5.77K- 15.05% |
$188K - $194K
|
32.6K
$1.11M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-5.94K- 16.44% |
$194K - $199K
|
30.2K
$1.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-6.07K- 4.85% |
$198K - $204K
|
119K
$4.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-6.1K- 10.67% |
$199K - $205K
|
51.1K
$1.74M
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-6.35K- 13.04% |
$207K - $213K
|
42.3K
$1.44M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.59K- 1.99% |
$215K - $221K
|
324K
$11M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-6.94K- 4.47% |
$226K - $233K
|
148K
$5.04M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-7.18K- 5.84% |
$234K - $241K
|
116K
$3.93M
|
|
|
Jul 29, 2025
Q2 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-8.77K- 5.49% |
$286K - $295K
|
151K
$5.13M
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-8.98K- 51.96% |
$293K - $301K
|
8.3K
$282K
|
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-9.93K- 14.05% |
$324K - $333K
|
60.7K
$2.06M
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-10.6K- 40.31% |
$345K - $355K
|
15.7K
$532K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-10.7K- 15.86% |
$350K - $360K
|
56.9K
$1.93M
|
|
|
Aug 12, 2025
Q2 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-11.4K- 4.07% |
$373K - $384K
|
269K
$9.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-13K- 5.37% |
$423K - $435K
|
228K
$7.75M
|
|
|
Jul 30, 2025
Q2 2025
|
Gen Trust, LLC
|
SELL
|
- |
-13.1K- 20.99% |
$429K - $441K
|
49.4K
$1.68M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-13.7K- 45.67% |
$446K - $459K
|
16.3K
$552K
|
|
|
Jul 22, 2025
Q2 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-13.8K- 37.7% |
$450K - $463K
|
22.8K
$774K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
SELL
|
- |
-14K- 0.79% |
$457K - $471K
|
1.77M
$59.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-14K- 5.45% |
$458K - $471K
|
243K
$8.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-14.1K- 89.95% |
$460K - $474K
|
1.58K
$53.6K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-14.6K- 8.99% |
$476K - $490K
|
148K
$5.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-15.1K- 12.01% |
$494K - $509K
|
111K
$3.77M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-15.5K- 56.23% |
$505K - $520K
|
12.1K
$409K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-15.9K- 9.8% |
$519K - $534K
|
146K
$4.97M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-16.5K- 2.23% |
$539K - $555K
|
726K
$24.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-18.1K- 25.16% |
$589K - $606K
|
53.7K
$1.82M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-19.7K- 2.87% |
$642K - $661K
|
667K
$22.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-20.4K- 38.14% |
$665K - $685K
|
33.1K
$1.12M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-21K- 35.46% |
$684K - $704K
|
38.1K
$1.29M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-21.2K- 49.89% |
$692K - $712K
|
21.3K
$723K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-22.2K- 37.62% |
$724K - $745K
|
36.8K
$1.25M
|
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-22.4K- 1.79% |
$731K - $753K
|
1.23M
$41.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-22.8K- 41.09% |
$743K - $765K
|
32.7K
$1.11M
|