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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
107KNew |
$3.5M - $3.61M
|
107K
$3.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-24.5K- 9.84% |
$800K - $825K
|
225K
$7.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
4.17KNew |
$136K - $140K
|
4.17K
$136K
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
36.9K+ 2.77% |
$1.2M - $1.24M
|
1.37M
$44.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
18.4K+ 6.19% |
$600K - $619K
|
315K
$10.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
10.5K+ 6.46% |
$342K - $353K
|
173K
$5.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
188K+ 74.06% |
$6.15M - $6.34M
|
442K
$14.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-8.48K- 20.87% |
$277K - $285K
|
32.1K
$1.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
38.9K+ 362.17% |
$1.27M - $1.31M
|
49.7K
$1.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.38K+ 18.5% |
$77.8K - $80.2K
|
15.3K
$499K
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
39.6K+ 6.8% |
$1.29M - $1.33M
|
622K
$20.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
4.02K+ 61.56% |
$131K - $135K
|
10.6K
$345K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
10+ 1.47% |
$327 - $337
|
692
$22.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2K+ 2.27% |
$65.3K - $67.4K
|
90K
$2.94M
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
891K+ 38.54% |
$29.1M - $30M
|
3.2M
$105M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-766- 2.14% |
$25K - $25.8K
|
35K
$1.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
354+ 0.89% |
$11.6K - $11.9K
|
40.1K
$1.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-878- 0.79% |
$28.7K - $29.6K
|
110K
$3.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
313+ 4.05% |
$10.2K - $10.5K
|
8.04K
$263K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
8.13KNew |
$266K - $274K
|
8.13K
$266K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-27.8K- 37.44% |
$908K - $937K
|
46.5K
$1.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-316- 0.52% |
$10.3K - $10.6K
|
59.9K
$1.96M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-13.2K- 83.42% |
$432K - $446K
|
2.63K
$86.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-18.4K- 17.34% |
$602K - $621K
|
87.9K
$2.88M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-3.4K- 4.31% |
$111K - $114K
|
75.5K
$2.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
18.8K+ 3.61% |
$613K - $632K
|
538K
$17.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
8.64K+ 122.55% |
$282K - $291K
|
15.7K
$514K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-20.3K- 3.11% |
$662K - $683K
|
632K
$20.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
9.3K+ 7.39% |
$303K - $313K
|
135K
$4.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
9.34KNew |
$305K - $314K
|
9.34K
$306K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
14.6K+ 24.44% |
$476K - $491K
|
74.3K
$2.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
270+ 3.09% |
$8.82K - $9.09K
|
9.02K
$295K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-14K- 2.32% |
$458K - $472K
|
591K
$19.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
3.92K+ 78.2% |
$128K - $132K
|
8.94K
$292K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
37.4KNew |
$1.22M - $1.26M
|
37.4K
$1.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
228K+ 6.29% |
$7.46M - $7.69M
|
3.86M
$126M
|
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
21.2K+ 1.55% |
$693K - $715K
|
1.39M
$45.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
11.7KNew |
$381K - $393K
|
11.7K
$382K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
10.4K+ 21.01% |
$339K - $350K
|
59.9K
$1.96M
|
|
|
Jan 14, 2025
Q4 2024
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
10.5K+ 25.89% |
$343K - $354K
|
51.2K
$1.67M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
38.3K+ 5.74% |
$1.25M - $1.29M
|
705K
$23.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
18.7K+ 4.23% |
$609K - $629K
|
460K
$15.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
89New |
$2.91K - $3K
|
89
$2.91K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-1- 0.01% |
$32.7 - $33.7
|
7.64K
$250K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-85.5K- 4.26% |
$2.79M - $2.88M
|
1.92M
$62.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
53.7KNew |
$1.75M - $1.81M
|
53.7K
$1.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
523+ 2.06% |
$17.1K - $17.6K
|
25.9K
$849K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
8.77K+ 4.07% |
$286K - $295K
|
224K
$7.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
5.6K+ 465.03% |
$183K - $189K
|
6.8K
$223K
|
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-2.6K- 1.51% |
$84.9K - $87.6K
|
169K
$5.54M
|