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 |
---|---|---|---|---|---|---|---|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
60.7K+ 28101.39% |
$1.97M - $2.02M
|
60.9K
$2.03M
|
|
May 27, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-9.63K- 36.6% |
$313K - $321K
|
16.7K
$555K
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
22.5K+ 2.81% |
$731K - $749K
|
823K
$27.4M
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-15.6K- 63.21% |
$508K - $521K
|
9.1K
$303K
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
9.13KNew |
$297K - $304K
|
9.13K
$304K
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-13.6K- 13.5% |
$442K - $453K
|
87.2K
$2.9M
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
251K+ 40.69% |
$8.16M - $8.36M
|
868K
$28.9M
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
897New |
$29.2K - $29.9K
|
897
$29.8K
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-4.02K- 38.1% |
$131K - $134K
|
6.53K
$217K
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
13.6K+ 80.46% |
$440K - $451K
|
30.4K
$1.01M
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-105K- 13.99% |
$3.4M - $3.49M
|
643K
$21.4M
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
66+ 2.42% |
$2.15K - $2.2K
|
2.79K
$92.8K
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
29.6K+ 114.31% |
$961K - $985K
|
55.5K
$1.84M
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
153+ 0.41% |
$4.97K - $5.09K
|
37.3K
$1.24M
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.9K+ 2961.22% |
$94.3K - $96.6K
|
3K
$99.8K
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
347+ 4.82% |
$11.3K - $11.6K
|
7.55K
$251K
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-1.46M- 37.57% |
$47.6M - $48.8M
|
2.43M
$80.9M
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
11New |
$358 - $366
|
11
$366
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-4.1K- 32.18% |
$133K - $136K
|
8.63K
$287K
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-301K- 65.33% |
$9.79M - $10M
|
160K
$5.32M
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.23K+ 17.33% |
$138K - $141K
|
28.7K
$953K
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
10.8KNew |
$350K - $359K
|
10.8K
$358K
|
|
May 15, 2025
Q1 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
SELL
|
- |
-1.77K- 15.57% |
$57.4K - $58.8K
|
9.58K
$318K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
632+ 0.21% |
$20.5K - $21K
|
305K
$10.1M
|
|
May 15, 2025
Q1 2025
|
Fortune 45 LLC
|
SELL
|
- |
-74.6K- 24.51% |
$2.42M - $2.48M
|
230K
$7.64M
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.18K- 6.02% |
$168K - $173K
|
80.9K
$2.69M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
21.2K+ 17.52% |
$689K - $706K
|
142K
$4.73M
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
79.6KNew |
$2.59M - $2.65M
|
79.6K
$2.65M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-25.5K- 24.18% |
$827K - $848K
|
79.8K
$2.66M
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
13.1K+ 18.57% |
$427K - $438K
|
83.9K
$2.79M
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
6.06K+ 15.32% |
$197K - $202K
|
45.6K
$1.52M
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.48M+ 823.24% |
$113M - $116M
|
3.9M
$130M
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-10- 0.14% |
$325 - $333
|
7.26K
$241K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.32K- 0.5% |
$173K - $177K
|
1.06M
$35.4M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-403K- 7.33% |
$13.1M - $13.4M
|
5.1M
$170M
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
8.81K+ 1.25% |
$286K - $293K
|
714K
$23.7M
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-12K- 4.81% |
$389K - $399K
|
237K
$7.88M
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-1.51K- 6.08% |
$49.2K - $50.4K
|
23.4K
$778K
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
11.6K+ 46.31% |
$378K - $388K
|
36.8K
$1.22M
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
518+ 2.67% |
$16.8K - $17.2K
|
19.9K
$662K
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
3.03K+ 4.41% |
$98.4K - $101K
|
71.7K
$2.39M
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-579- 0.26% |
$18.8K - $19.3K
|
222K
$7.4M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.51K- 0.55% |
$81.5K - $83.5K
|
454K
$15.1M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
77.8K+ 24.6% |
$2.53M - $2.59M
|
394K
$13.1M
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
1.07K+ 2.22% |
$34.6K - $35.5K
|
49.1K
$1.63M
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
22.7K+ 167.16% |
$736K - $755K
|
36.2K
$1.2M
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-83- 0.25% |
$2.7K - $2.76K
|
33.1K
$1.1M
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
667+ 127.05% |
$21.7K - $22.2K
|
1.19K
$39.6K
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
199K+ 4.77% |
$6.45M - $6.61M
|
4.36M
$145M
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
25.3KNew |
$821K - $841K
|
25.3K
$840K
|