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 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
2.14K+ 6.34% |
$69.9K - $72.1K
|
35.9K
$1.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.1K+ 1.03% |
$68.5K - $70.6K
|
206K
$6.77M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2.06KNew |
$67.2K - $69.3K
|
2.06K
$67.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
2.02K+ 0.75% |
$66K - $68.1K
|
272K
$8.94M
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
2.02K+ 1.3% |
$65.9K - $68K
|
158K
$5.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2K+ 2.27% |
$65.3K - $67.4K
|
90K
$2.96M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.67K+ 1.46% |
$54.4K - $56.1K
|
116K
$3.81M
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
BUY
|
- |
1.61K+ 0.37% |
$52.4K - $54.1K
|
430K
$14.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.3K+ 1411.96% |
$42.4K - $43.8K
|
1.39K
$45.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.24K+ 8.2% |
$40.6K - $41.9K
|
16.4K
$539K
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
1.14K+ 17.21% |
$37.2K - $38.4K
|
7.76K
$255K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.02K+ 10.92% |
$33.4K - $34.5K
|
10.4K
$342K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
982+ 56.34% |
$32.1K - $33.1K
|
2.73K
$89.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
931+ 0.46% |
$30.4K - $31.4K
|
203K
$6.69M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
889New |
$29K - $29.9K
|
889
$29.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
739New |
$24.1K - $24.9K
|
739
$24.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
739+ 4.78% |
$24.1K - $24.9K
|
16.2K
$532K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
621+ 1478.57% |
$20.3K - $20.9K
|
663
$21.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
616+ 4.41% |
$20.1K - $20.7K
|
14.6K
$480K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
605+ 0.89% |
$19.8K - $20.4K
|
68.7K
$2.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
569+ 7.53% |
$18.6K - $19.2K
|
8.13K
$267K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
555New |
$18.1K - $18.7K
|
555
$18.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
529+ 1.56% |
$17.3K - $17.8K
|
34.5K
$1.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
523+ 2.06% |
$17.1K - $17.6K
|
25.9K
$852K
|
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
488+ 0.47% |
$15.9K - $16.4K
|
103K
$3.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
395+ 3.97% |
$12.9K - $13.3K
|
10.4K
$340K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
354+ 0.89% |
$11.6K - $11.9K
|
40.1K
$1.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
349+ 4.33% |
$11.4K - $11.8K
|
8.4K
$276K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
331New |
$10.8K - $11.1K
|
331
$10.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
313+ 4.05% |
$10.2K - $10.5K
|
8.04K
$264K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
270+ 3.09% |
$8.82K - $9.09K
|
9.02K
$296K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
215+ 0.28% |
$7.02K - $7.24K
|
77.4K
$2.54M
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
199+ 0.32% |
$6.5K - $6.7K
|
63K
$2.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
199+ 2.84% |
$6.5K - $6.7K
|
7.22K
$237K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
175New |
$5.71K - $5.89K
|
175
$5.75K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
173New |
$5.65K - $5.83K
|
173
$5.68K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
138New |
$4.51K - $4.65K
|
138
$4.53K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
109+ 0.44% |
$3.56K - $3.67K
|
24.7K
$813K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
89New |
$2.91K - $3K
|
89
$2.92K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
BUY
|
- |
82+ 0.38% |
$2.68K - $2.76K
|
21.5K
$706K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
81New |
$2.64K - $2.73K
|
81
$2.66K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
70New |
$2.29K - $2.36K
|
70
$2.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
54+ 0.71% |
$1.76K - $1.82K
|
7.62K
$250K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
39New |
$1.27K - $1.31K
|
39
$1.28K
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
36+ 0.34% |
$1.18K - $1.21K
|
10.7K
$351K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
19New |
$620 - $640
|
19
$624
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
18New |
$588 - $606
|
18
$591
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
10+ 1.52% |
$327 - $337
|
670
$22K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
10+ 1.47% |
$327 - $337
|
692
$22.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
9New |
$294 - $303
|
9
$296
|