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 |
---|---|---|---|---|---|---|---|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.61K- 15.6% |
$49.6K - $52.8K
|
8.69K
$284K
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
2.66KNew |
$82.3K - $87.6K
|
2.66K
$87K
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-36- 0.1% |
$1.11K - $1.18K
|
35.7K
$1.17M
|
|
Feb 08, 2024
Q4 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
6.8KNew |
$210K - $224K
|
6.8K
$222K
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-771- 12.28% |
$23.8K - $25.4K
|
5.51K
$180K
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
877+ 265.76% |
$27.1K - $28.8K
|
1.21K
$39.4K
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
243New |
$7.51K - $7.99K
|
243
$7.94K
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
880New |
$27.2K - $28.9K
|
880
$28.8K
|
|
Feb 02, 2024
Q4 2023
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
1.44M+ 90.0% |
$44.5M - $47.4M
|
3.04M
$99.3M
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
18.5K+ 764.97% |
$570K - $607K
|
20.9K
$682K
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-18.7K- 20.13% |
$576K - $613K
|
74K
$2.42M
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
2.55KNew |
$78.7K - $83.7K
|
2.55K
$83.2K
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
32.6KNew |
$1.01M - $1.07M
|
32.6K
$1.06M
|
|
Jan 31, 2024
Q4 2023
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
6.61KNew |
$204K - $217K
|
6.61K
$216K
|
|
Jan 31, 2024
Q4 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
18.6KNew |
$574K - $611K
|
18.6K
$607K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.1KNew |
$34K - $36.2K
|
1.1K
$36K
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-995- 12.76% |
$30.8K - $32.7K
|
6.81K
$222K
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
7.34KNew |
$227K - $241K
|
7.34K
$240K
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-22.6K- 34.7% |
$699K - $743K
|
42.5K
$1.39M
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-36- 0.53% |
$1.11K - $1.18K
|
6.72K
$220K
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-5K- 21.27% |
$155K - $164K
|
18.5K
$605K
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.99K+ 0.93% |
$92.4K - $98.3K
|
325K
$10.6M
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
9.58KNew |
$296K - $315K
|
9.58K
$313K
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-1- 0.4% |
$30.9 - $32.9
|
250
$8.17K
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
6.59K+ 69.65% |
$204K - $217K
|
16K
$524K
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
9+ 1.49% |
$278 - $296
|
613
$20K
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
7.64K+ 3.48% |
$236K - $251K
|
227K
$7.43M
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
144New |
$4.45K - $4.74K
|
144
$4.71K
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
50New |
$1.55K - $1.64K
|
50
$1.63K
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
470+ 5.77% |
$14.5K - $15.5K
|
8.62K
$282K
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
202New |
$6.24K - $6.64K
|
202
$6.6K
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
450New |
$13.9K - $14.8K
|
450
$14.7K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-21.2K- 9.97% |
$654K - $696K
|
191K
$6.25M
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-11.1K- 17.84% |
$342K - $364K
|
50.9K
$1.66M
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-6.08K- 54.99% |
$188K - $200K
|
4.98K
$163K
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-13.6K- 40.5% |
$420K - $447K
|
20K
$653K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-41K- 52.18% |
$1.27M - $1.35M
|
37.6K
$1.23M
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-100- 0.78% |
$3.09K - $3.29K
|
12.7K
$416K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.82K+ 1.1% |
$56.3K - $59.9K
|
167K
$5.46M
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.12KNew |
$34.7K - $36.9K
|
1.12K
$36.6K
|
|
Q3 2023 | |||||||
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-196- 2.99% |
$6.15K - $6.32K
|
6.37K
$208K
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
10New |
$314 - $323
|
10
$327
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-8.58KClosed |
$269K - $277K
|
0
$0
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
10New |
$314 - $323
|
10
$327
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.43K- 66.65% |
$44.9K - $46.1K
|
715
$23.4K
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1New |
$31.4 - $32.3
|
1
$32.7
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-34- 0.52% |
$1.07K - $1.1K
|
6.5K
$212K
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-86- 83.5% |
$2.7K - $2.77K
|
17
$556
|
|
Nov 14, 2023
Q3 2023
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
150New |
$4.71K - $4.84K
|
150
$4.9K
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
268KNew |
$8.4M - $8.63M
|
268K
$8.74M
|