Purchases and Sales Made in Q4 2024 in Spdr Portfolio Intermediate Te (SPIB)
This table provides information about the institutional ownership of Spdr Portfolio Intermediate Te (SPIB) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
891K+ 38.54% |
$29.1M - $30M
|
3.2M
$106M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
737KNew |
$24M - $24.8M
|
737K
$24.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
735KNew |
$24M - $24.7M
|
735K
$24.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
663KNew |
$21.6M - $22.3M
|
663K
$21.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
537KNew |
$17.5M - $18.1M
|
537K
$17.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
496K+ 156.59% |
$16.2M - $16.7M
|
812K
$26.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
364KNew |
$11.9M - $12.2M
|
364K
$12M
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
238K+ 8.06% |
$7.77M - $8.02M
|
3.19M
$105M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
228K+ 6.29% |
$7.46M - $7.69M
|
3.86M
$127M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
217K+ 4.38% |
$7.08M - $7.3M
|
5.17M
$170M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
188K+ 74.06% |
$6.15M - $6.34M
|
442K
$14.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
131K+ 630.56% |
$4.27M - $4.41M
|
152K
$5M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
107KNew |
$3.5M - $3.61M
|
107K
$3.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
77.8KNew |
$2.54M - $2.62M
|
77.8K
$2.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
77.2KNew |
$2.52M - $2.6M
|
77.2K
$2.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
70K+ 38.89% |
$2.29M - $2.36M
|
250K
$8.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
65.6K+ 8.18% |
$2.14M - $2.21M
|
867K
$28.6M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
65.4K+ 9.08% |
$2.14M - $2.2M
|
786K
$25.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
53.8K+ 4.02% |
$1.76M - $1.81M
|
1.39M
$45.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
53.7KNew |
$1.75M - $1.81M
|
53.7K
$1.77M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
50.3K+ 53.34% |
$1.64M - $1.7M
|
145K
$4.77M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
49.5KNew |
$1.61M - $1.67M
|
49.5K
$1.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
49KNew |
$1.6M - $1.65M
|
49K
$1.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
BUY
|
- |
48K+ 4.13% |
$1.57M - $1.62M
|
1.21M
$39.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
47.3K+ 22.14% |
$1.54M - $1.59M
|
261K
$8.59M
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
39.6K+ 6.8% |
$1.29M - $1.33M
|
622K
$20.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
38.9K+ 362.17% |
$1.27M - $1.31M
|
49.7K
$1.64M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
38.3K+ 5.74% |
$1.25M - $1.29M
|
705K
$23.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
37.4KNew |
$1.22M - $1.26M
|
37.4K
$1.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
36.9K+ 2.77% |
$1.2M - $1.24M
|
1.37M
$45M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
36K+ 13.32% |
$1.17M - $1.21M
|
306K
$10.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
34.9KNew |
$1.14M - $1.18M
|
34.9K
$1.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
33.4KNew |
$1.09M - $1.13M
|
33.4K
$1.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
33KNew |
$1.08M - $1.11M
|
33K
$1.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
30.5K+ 27.16% |
$996K - $1.03M
|
143K
$4.71M
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
30.2K+ 3.03% |
$987K - $1.02M
|
1.03M
$33.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
29.7K+ 51.44% |
$969K - $999K
|
87.3K
$2.88M
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
28.8K+ 2.39% |
$939K - $969K
|
1.23M
$40.7M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
26.4K+ 57.69% |
$863K - $890K
|
72.3K
$2.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
26.3K+ 107.37% |
$858K - $885K
|
50.7K
$1.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
23.5KNew |
$768K - $792K
|
23.5K
$775K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
23.3K+ 11.33% |
$760K - $784K
|
229K
$7.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
21.2K+ 1.55% |
$693K - $715K
|
1.39M
$45.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
20.9KNew |
$683K - $705K
|
20.9K
$689K
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
20.6KNew |
$674K - $695K
|
20.6K
$680K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
20.3KNew |
$662K - $683K
|
20.3K
$668K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
18.8K+ 3.61% |
$613K - $632K
|
538K
$17.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
18.7K+ 4.23% |
$609K - $629K
|
460K
$15.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
18.6K+ 7.56% |
$606K - $625K
|
264K
$8.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
18.4K+ 6.19% |
$600K - $619K
|
315K
$10.4M
|