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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-60K- 44.51% |
$1.94M - $2.03M
|
74.9K
$2.47M
|
|
|
Dec 06, 2024
Q3 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
17.6K+ 12.51% |
$570K - $596K
|
158K
$5.24M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-23K- 75.02% |
$745K - $778K
|
7.67K
$253K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
140KNew |
$4.54M - $4.74M
|
140K
$4.64M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
852New |
$27.6K - $28.8K
|
852
$28.1K
|
|
|
Nov 18, 2024
Q3 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
6.57KNew |
$213K - $222K
|
6.57K
$217K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
17.4K+ 3.16% |
$564K - $589K
|
568K
$18.8M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-730- 1.62% |
$23.6K - $24.7K
|
44.4K
$1.47M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
4.03K+ 1.58% |
$130K - $136K
|
259K
$8.54M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.49K- 3.84% |
$242K - $253K
|
188K
$6.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
35New |
$1.13K - $1.18K
|
35
$1.16K
|
|
|
Nov 15, 2024
Q3 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
3.7K+ 1.03% |
$120K - $125K
|
362K
$12M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-946- 0.32% |
$30.6K - $32K
|
294K
$9.73M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
50New |
$1.62K - $1.69K
|
50
$1.65K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
BUY
|
- |
7.5KNew |
$243K - $253K
|
7.5K
$248K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
17.6K+ 52.05% |
$570K - $595K
|
51.4K
$1.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.47K+ 7.09% |
$47.6K - $49.7K
|
22.2K
$734K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
24K+ 257.47% |
$778K - $812K
|
33.4K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
29.7KNew |
$960K - $1M
|
29.7K
$980K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
8.04K+ 4.18% |
$260K - $272K
|
200K
$6.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.36K- 4.28% |
$43.9K - $45.8K
|
30.4K
$1M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
36.8K+ 10.16% |
$1.19M - $1.24M
|
399K
$13.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
225K+ 34.8% |
$7.26M - $7.58M
|
870K
$28.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
500KNew |
$16.2M - $16.9M
|
500K
$16.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
107+ 1.42% |
$3.46K - $3.61K
|
7.64K
$252K
|
|
|
Nov 14, 2024
Q3 2024
|
Fortune 45 LLC
|
BUY
|
- |
32.5K+ 11.36% |
$1.05M - $1.1M
|
318K
$10.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
1.27K+ 2.05% |
$41.1K - $42.9K
|
63.2K
$2.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.1K+ 10.05% |
$100K - $105K
|
33.9K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
47.6K+ 4.53% |
$1.54M - $1.61M
|
1.1M
$36.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.7K- 10.03% |
$120K - $125K
|
33.2K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.98KNew |
$193K - $202K
|
5.98K
$197K
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
413K+ 708.83% |
$13.4M - $14M
|
472K
$15.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
146K+ 243.34% |
$4.73M - $4.94M
|
206K
$6.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-77- 0.5% |
$2.49K - $2.6K
|
15.2K
$504K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8.75K- 9.44% |
$283K - $296K
|
84K
$2.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
6.28KNew |
$203K - $212K
|
6.28K
$208K
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
BUY
|
- |
2.01K+ 8.2% |
$64.9K - $67.8K
|
26.5K
$874K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-27.4K- 42.62% |
$886K - $925K
|
36.9K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-8.47K- 6.91% |
$274K - $286K
|
114K
$3.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.53K+ 22.55% |
$147K - $153K
|
24.6K
$813K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
655K+ 420.7% |
$21.2M - $22.1M
|
810K
$26.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.8K- 3.19% |
$123K - $128K
|
115K
$3.81M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
200K+ 7.99% |
$6.48M - $6.76M
|
2.71M
$89.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.73K+ 12.79% |
$88.3K - $92.2K
|
24.1K
$795K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.81K- 8.74% |
$156K - $163K
|
50.2K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-27K- 40.72% |
$874K - $912K
|
39.3K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.31K+ 10.26% |
$269K - $281K
|
89.3K
$2.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.74K- 97.97% |
$153K - $160K
|
98
$3.24K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
40.7K+ 4.02% |
$1.32M - $1.38M
|
1.06M
$34.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.61K+ 4.49% |
$279K - $291K
|
200K
$6.61M
|