Latest Institutional Transactions on Spdr Portfolio Intermediate Te (SPIB)
This table provides information on the latest institutional transactions involving Spdr Portfolio Intermediate Te (SPIB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
BUY
|
- |
5.54K+ 2.43% |
$177K - $181K
|
234K
$7.58M
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
37.7KNew |
$1.21M - $1.23M
|
37.7K
$1.22M
|
|
Jul 02, 2024
Q2 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-115K- 12.04% |
$3.68M - $3.75M
|
839K
$27.2M
|
|
Jul 01, 2024
Q2 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-2.25K- 0.91% |
$71.9K - $73.4K
|
245K
$7.94M
|
|
Q1 2024 | |||||||
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-91- 4.3% |
$2.95K - $2.99K
|
2.03K
$65.8K
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-272- 16.72% |
$8.81K - $8.95K
|
1.36K
$44K
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
245New |
$7.93K - $8.06K
|
245
$7.95K
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-227- 3.66% |
$7.35K - $7.47K
|
5.97K
$194K
|
|
May 24, 2024
Q1 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
760K+ 149.39% |
$24.6M - $25M
|
1.27M
$41.2M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
608K+ 361.11% |
$19.7M - $20M
|
777K
$25.2M
|
|
May 23, 2024
Q1 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
158KNew |
$5.13M - $5.21M
|
158K
$5.14M
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-18- 0.03% |
$583 - $592
|
52.5K
$1.7M
|
|
May 20, 2024
Q1 2024
|
Adams Wealth Management
|
BUY
|
- |
5.45K+ 4.82% |
$176K - $179K
|
118K
$3.84M
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-45.3K- 79.64% |
$1.47M - $1.49M
|
11.6K
$376K
|
|
May 15, 2024
Q1 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
1.04K+ 5.4% |
$33.8K - $34.4K
|
20.4K
$661K
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
47KNew |
$1.52M - $1.55M
|
47K
$1.53M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.9K+ 20.66% |
$483K - $491K
|
87.2K
$2.83M
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.84K+ 2901.02% |
$92.1K - $93.6K
|
2.94K
$95.5K
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
57.1K+ 44.48% |
$1.85M - $1.88M
|
185K
$6.02M
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1- -0.0% |
$32.4 - $32.9
|
28.1K
$911K
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-275K- 85.91% |
$8.89M - $9.04M
|
45K
$1.46M
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-71.4K- 52.86% |
$2.31M - $2.35M
|
63.7K
$2.07M
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
BUY
|
- |
956New |
$31K - $31.5K
|
956
$31K
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
BUY
|
- |
515+ 2.07% |
$16.7K - $16.9K
|
25.4K
$824K
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-188K- 91.54% |
$6.07M - $6.17M
|
17.3K
$563K
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-289- 0.42% |
$9.36K - $9.51K
|
68K
$2.21M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-123K- 27.28% |
$3.98M - $4.05M
|
328K
$10.6M
|
|
May 15, 2024
Q1 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-7.7K- 7.22% |
$249K - $253K
|
98.9K
$3.21M
|
|
May 15, 2024
Q1 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-7.7K- 7.22% |
$249K - $253K
|
98.9K
$3.21M
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.36K+ 25.61% |
$271K - $275K
|
41K
$1.33M
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
55.1K+ 536.53% |
$1.78M - $1.81M
|
65.3K
$2.12M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
13.1K+ 1.28% |
$423K - $430K
|
1.03M
$33.5M
|
|
May 15, 2024
Q1 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
15.9K+ 36.16% |
$514K - $523K
|
59.8K
$1.94M
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
5.02K+ 9.51% |
$163K - $165K
|
57.8K
$1.88M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-301K- 9.66% |
$9.73M - $9.89M
|
2.81M
$91.2M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.56K+ 2.67% |
$115K - $117K
|
137K
$4.45M
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-102K- 78.61% |
$3.3M - $3.35M
|
27.7K
$900K
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-9K- 22.51% |
$292K - $296K
|
31K
$1.01M
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
103K+ 1018.85% |
$3.33M - $3.39M
|
113K
$3.67M
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
208New |
$6.74K - $6.85K
|
208
$6.75K
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
705+ 10.54% |
$22.8K - $23.2K
|
7.39K
$240K
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-23.1K- 51.6% |
$747K - $759K
|
21.6K
$703K
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.83K+ 4.96% |
$59.3K - $60.2K
|
38.7K
$1.26M
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-36.5K- 8.42% |
$1.18M - $1.2M
|
397K
$12.9M
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
840New |
$27.2K - $27.6K
|
840
$27.3K
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
22.3KNew |
$722K - $734K
|
22.3K
$724K
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
61.3K+ 275.72% |
$1.98M - $2.02M
|
83.5K
$2.71M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
36.1K+ 2.22% |
$1.17M - $1.19M
|
1.66M
$53.9M
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
345+ 46.62% |
$11.2K - $11.4K
|
1.09K
$35.2K
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
3.85K+ 3.03% |
$125K - $127K
|
131K
$4.25M
|