Purchases and Sales Made in Q3 2025 in Spdr Portfolio Intermediate Te (SPIB)
This table provides information about the institutional ownership of Spdr Portfolio Intermediate Te (SPIB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
505K+ 9.16% |
$16.8M - $17.2M
|
6.02M
$204M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
394K+ 229.64% |
$13.1M - $13.4M
|
565K
$19.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
393KNew |
$13.1M - $13.4M
|
393K
$13.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
282KNew |
$9.37M - $9.58M
|
282K
$9.56M
|
|
|
Oct 07, 2025
Q3 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
251K+ 156.36% |
$8.35M - $8.54M
|
412K
$14M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
218K+ 3.9% |
$7.25M - $7.41M
|
5.8M
$197M
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
150K+ 13.05% |
$5M - $5.11M
|
1.3M
$44.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
118K+ 7.74% |
$3.91M - $4M
|
1.64M
$55.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
103K+ 18.38% |
$3.42M - $3.5M
|
662K
$22.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
93.8K+ 53.98% |
$3.12M - $3.19M
|
268K
$9.08M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
93.6K+ 26.28% |
$3.11M - $3.18M
|
450K
$15.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Trust CO Of Virginia
|
BUY
|
- |
82.7K+ 6.26% |
$2.75M - $2.81M
|
1.41M
$47.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
75.9K+ 6.16% |
$2.52M - $2.58M
|
1.31M
$44.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
74.3K+ 67.23% |
$2.47M - $2.53M
|
185K
$6.28M
|
|
|
Oct 14, 2025
Q3 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
69.8K+ 10.29% |
$2.32M - $2.37M
|
748K
$25.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
60.9K+ 41.33% |
$2.03M - $2.07M
|
208K
$7.07M
|
|
|
Oct 10, 2025
Q3 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
50.3K+ 6.05% |
$1.67M - $1.71M
|
882K
$29.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
43.1K+ 8.21% |
$1.43M - $1.47M
|
568K
$19.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
35.8KNew |
$1.19M - $1.22M
|
35.8K
$1.22M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
34.5K+ 14.03% |
$1.15M - $1.17M
|
281K
$9.53M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
28.8K+ 2.65% |
$959K - $980K
|
1.12M
$37.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
28.7K+ 15.91% |
$954K - $976K
|
209K
$7.09M
|
|
|
Oct 22, 2025
Q3 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
28.4K+ 3.61% |
$944K - $965K
|
815K
$27.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
26.7KNew |
$887K - $907K
|
26.7K
$906K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
25.7KNew |
$854K - $873K
|
25.7K
$871K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
17K+ 20.27% |
$566K - $579K
|
101K
$3.43M
|
|
|
Oct 20, 2025
Q3 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
16.2K+ 5.57% |
$539K - $551K
|
307K
$10.4M
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
15.6K+ 8.94% |
$519K - $531K
|
190K
$6.45M
|
|
|
Oct 22, 2025
Q3 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
12.8K+ 30.46% |
$425K - $434K
|
54.7K
$1.86M
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
12.7KNew |
$422K - $431K
|
12.7K
$430K
|
|
|
Oct 10, 2025
Q3 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
12.1KNew |
$401K - $410K
|
12.1K
$410K
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
10.7K+ 12.25% |
$356K - $364K
|
98K
$3.33M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
10.2K+ 1.18% |
$339K - $346K
|
874K
$29.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
8.26K+ 4.66% |
$275K - $281K
|
185K
$6.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Davidson Trust CO
|
BUY
|
- |
7.66K+ 28.03% |
$255K - $260K
|
35K
$1.19M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
7.65KNew |
$255K - $260K
|
7.65K
$260K
|
|
|
Oct 16, 2025
Q3 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
7.13K+ 4.42% |
$237K - $242K
|
168K
$5.72M
|
|
|
Oct 17, 2025
Q3 2025
|
Kw Wealth Management LLC
Sacramento, CA |
BUY
|
- |
7.12KNew |
$237K - $242K
|
7.12K
$242K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
6.59K+ 7.02% |
$219K - $224K
|
101K
$3.41M
|
|
|
Oct 07, 2025
Q3 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
6.32K+ 9.14% |
$210K - $215K
|
75.5K
$2.56M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
5.98KNew |
$199K - $203K
|
5.98K
$203K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.77K+ 3.6% |
$158K - $162K
|
137K
$4.66M
|
|
|
Oct 21, 2025
Q3 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
3.46K+ 1.41% |
$115K - $118K
|
248K
$8.42M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.07K+ 3.63% |
$102K - $104K
|
87.6K
$2.97M
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
2.78K+ 2.1% |
$92.5K - $94.6K
|
135K
$4.59M
|
|
|
Oct 17, 2025
Q3 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
2.65K+ 1.31% |
$88K - $90K
|
205K
$6.97M
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.49K+ 15.18% |
$82.8K - $84.7K
|
18.9K
$641K
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.99K+ 5.08% |
$66.3K - $67.8K
|
41.2K
$1.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Premier Financial Group
Eureka, CA |
BUY
|
- |
1.93KNew |
$64K - $65.5K
|
1.93K
$65.4K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1.57KNew |
$52.3K - $53.5K
|
1.57K
$53.4K
|