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 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-548- 38.73% |
$17.9K - $18.4K
|
867
$29K
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
87New |
$2.84K - $2.92K
|
87
$2.91K
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
SELL
|
- |
-135- 0.81% |
$4.4K - $4.53K
|
16.5K
$553K
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.45K- 11.86% |
$112K - $116K
|
25.6K
$857K
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
8.35KNew |
$272K - $280K
|
8.35K
$279K
|
|
Jul 17, 2025
Q2 2025
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-138K- 8.33% |
$4.5M - $4.63M
|
1.52M
$50.8M
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.59K- 1.99% |
$215K - $221K
|
324K
$10.8M
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
80+ 0.3% |
$2.61K - $2.69K
|
27K
$905K
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-100- 0.79% |
$3.26K - $3.36K
|
12.5K
$420K
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-410- 4.71% |
$13.4K - $13.8K
|
8.3K
$278K
|
|
Jul 16, 2025
Q2 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
5.65K+ 8.88% |
$184K - $190K
|
69.2K
$2.31M
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
34.6K+ 4.17% |
$1.13M - $1.16M
|
864K
$28.9M
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
3.68K+ 35.51% |
$120K - $124K
|
14.1K
$470K
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
842+ 45.07% |
$27.5K - $28.3K
|
2.71K
$90.6K
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-638- 8.79% |
$20.8K - $21.4K
|
6.62K
$221K
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-413- 2.8% |
$13.5K - $13.9K
|
14.3K
$479K
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
17.6KNew |
$574K - $591K
|
17.6K
$589K
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
24K+ 3.68% |
$782K - $805K
|
676K
$22.6M
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
55+ 0.56% |
$1.79K - $1.85K
|
9.95K
$333K
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
1.16K+ 12.24% |
$37.7K - $38.9K
|
10.6K
$355K
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
4.56K+ 1.89% |
$149K - $153K
|
246K
$8.23M
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
8.29K+ 10.48% |
$270K - $278K
|
87.3K
$2.92M
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
656+ 8.18% |
$21.4K - $22K
|
8.68K
$290K
|
|
Jul 15, 2025
Q2 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
3.04K+ 1.26% |
$99.1K - $102K
|
245K
$8.18M
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
73.4K+ 83.53% |
$2.4M - $2.47M
|
161K
$5.4M
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-1.98K- 1.27% |
$64.6K - $66.5K
|
154K
$5.15M
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5.8K+ 12.16% |
$189K - $195K
|
53.5K
$1.79M
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
45+ 0.03% |
$1.47K - $1.51K
|
133K
$4.43M
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
3.1K+ 16.31% |
$101K - $104K
|
22.1K
$740K
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
167New |
$5.45K - $5.61K
|
167
$5.59K
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
5.02K+ 2.98% |
$164K - $169K
|
174K
$5.81M
|
|
Jul 14, 2025
Q2 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
195+ 2.65% |
$6.36K - $6.55K
|
7.56K
$253K
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
121New |
$3.95K - $4.06K
|
121
$4.05K
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
480+ 5.32% |
$15.7K - $16.1K
|
9.5K
$318K
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-8.98K- 51.96% |
$293K - $301K
|
8.3K
$278K
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-4.36K- 3.85% |
$142K - $146K
|
109K
$3.64M
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
10.9K+ 1.53% |
$357K - $367K
|
725K
$24.2M
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
600K+ 108.7% |
$19.6M - $20.1M
|
1.15M
$38.5M
|
|
Jul 14, 2025
Q2 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-3.11K- 2.95% |
$101K - $104K
|
102K
$3.42M
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
BUY
|
- |
51.6K+ 4.06% |
$1.68M - $1.73M
|
1.32M
$44.2M
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
8.35K+ 94.14% |
$272K - $280K
|
17.2K
$576K
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
30.2K+ 3.77% |
$985K - $1.01M
|
831K
$27.8M
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
503New |
$16.4K - $16.9K
|
503
$16.8K
|
|
Jul 11, 2025
Q2 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
11K+ 7.36% |
$359K - $370K
|
161K
$5.37M
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
19.7K+ 66.88% |
$643K - $661K
|
49.1K
$1.64M
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
385K+ 88.48% |
$12.5M - $12.9M
|
819K
$27.4M
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
526+ 1.8% |
$17.2K - $17.7K
|
29.7K
$993K
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-814- 0.45% |
$26.6K - $27.3K
|
178K
$5.96M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-91.3K- 7.94% |
$2.98M - $3.07M
|
1.06M
$35.4M
|