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 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-27.8K- 37.44% |
$908K - $937K
|
46.5K
$1.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-316- 0.52% |
$10.3K - $10.6K
|
59.9K
$1.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-13.2K- 83.42% |
$432K - $446K
|
2.63K
$87.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-18.4K- 17.34% |
$602K - $621K
|
87.9K
$2.92M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-3.4K- 4.31% |
$111K - $114K
|
75.5K
$2.51M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
18.8K+ 3.61% |
$613K - $632K
|
538K
$17.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
8.64K+ 122.55% |
$282K - $291K
|
15.7K
$521K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-20.3K- 3.11% |
$662K - $683K
|
632K
$21M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
9.3K+ 7.39% |
$303K - $313K
|
135K
$4.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
9.34KNew |
$305K - $314K
|
9.34K
$310K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
14.6K+ 24.44% |
$476K - $491K
|
74.3K
$2.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
270+ 3.09% |
$8.82K - $9.09K
|
9.02K
$299K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-14K- 2.32% |
$458K - $472K
|
591K
$19.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
3.92K+ 78.2% |
$128K - $132K
|
8.94K
$297K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
37.4KNew |
$1.22M - $1.26M
|
37.4K
$1.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
228K+ 6.29% |
$7.46M - $7.69M
|
3.86M
$128M
|
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
21.2K+ 1.55% |
$693K - $715K
|
1.39M
$46.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
11.7KNew |
$381K - $393K
|
11.7K
$387K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
10.4K+ 21.01% |
$339K - $350K
|
59.9K
$1.99M
|
|
|
Jan 14, 2025
Q4 2024
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
10.5K+ 25.89% |
$343K - $354K
|
51.2K
$1.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
38.3K+ 5.74% |
$1.25M - $1.29M
|
705K
$23.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
18.7K+ 4.23% |
$609K - $629K
|
460K
$15.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
89New |
$2.91K - $3K
|
89
$2.95K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-1- 0.01% |
$32.7 - $33.7
|
7.64K
$254K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-85.5K- 4.26% |
$2.79M - $2.88M
|
1.92M
$63.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
53.7KNew |
$1.75M - $1.81M
|
53.7K
$1.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
523+ 2.06% |
$17.1K - $17.6K
|
25.9K
$861K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
8.77K+ 4.07% |
$286K - $295K
|
224K
$7.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
5.6K+ 465.03% |
$183K - $189K
|
6.8K
$226K
|
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-2.6K- 1.51% |
$84.9K - $87.6K
|
169K
$5.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
36+ 0.34% |
$1.18K - $1.21K
|
10.7K
$355K
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
2.14K+ 6.34% |
$69.9K - $72.1K
|
35.9K
$1.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.5K+ 4.35% |
$81.7K - $84.3K
|
60.1K
$1.99M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
23.5KNew |
$768K - $792K
|
23.5K
$780K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4.21K+ 95.03% |
$137K - $142K
|
8.63K
$286K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
65.4K+ 9.08% |
$2.14M - $2.2M
|
786K
$26.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1New |
$32.7 - $33.7
|
1
$33.2
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
28.8K+ 2.39% |
$939K - $969K
|
1.23M
$41M
|
|
| Q3 2024 | |||||||
|
Feb 10, 2025
Q3 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-4.02K- 38.1% |
$130K - $136K
|
6.53K
$217K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
852New |
$27.6K - $28.8K
|
852
$28.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
50New |
$1.62K - $1.69K
|
50
$1.66K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
BUY
|
- |
7.5KNew |
$243K - $253K
|
7.5K
$249K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.47K+ 7.09% |
$47.6K - $49.7K
|
22.2K
$737K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-77- 0.5% |
$2.49K - $2.6K
|
15.2K
$506K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
6.28KNew |
$203K - $212K
|
6.28K
$209K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.74K- 97.97% |
$153K - $160K
|
98
$3.25K
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
876K+ 145.88% |
$28.3M - $29.6M
|
1.48M
$49M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-815- 4.1% |
$26.4K - $27.5K
|
19K
$632K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
19.2KNew |
$622K - $650K
|
19.2K
$638K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
161KNew |
$5.22M - $5.45M
|
161K
$5.35M
|
|