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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
7.05K+ 1.04% |
$229K - $235K
|
687K
$23M
|
|
|
Apr 21, 2025
Q1 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
404+ 1.33% |
$13.1K - $13.5K
|
30.9K
$1.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
12.2KNew |
$395K - $405K
|
12.2K
$406K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.87% |
$195 - $200
|
698
$23.3K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-25- 0.4% |
$813 - $832
|
6.27K
$210K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
19.8K+ 7.59% |
$643K - $659K
|
280K
$9.38M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
28.4K+ 28.7% |
$921K - $944K
|
127K
$4.25M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
234K+ 118.1% |
$7.6M - $7.78M
|
432K
$14.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-5.51K- 20.75% |
$179K - $184K
|
21.1K
$704K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
3.68K+ 2.43% |
$120K - $123K
|
155K
$5.19M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.84M- 84.22% |
$92.4M - $94.7M
|
533K
$17.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.36K- 7.14% |
$44.2K - $45.3K
|
17.7K
$592K
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
SELL
|
- |
-5.16K- 6.63% |
$168K - $172K
|
72.6K
$2.43M
|
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
14KNew |
$455K - $466K
|
14K
$469K
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
30.9K+ 2.22% |
$1M - $1.03M
|
1.42M
$47.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-3.65K- 34.27% |
$118K - $121K
|
6.99K
$234K
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-792- 10.38% |
$25.7K - $26.4K
|
6.84K
$229K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
1New |
$32.5 - $33.3
|
1
$33.5
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.18M+ 30.62% |
$38.4M - $39.3M
|
5.04M
$169M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
45.3K+ 8.82% |
$1.47M - $1.51M
|
559K
$18.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-306- 1.38% |
$9.95K - $10.2K
|
21.9K
$733K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
1.7K+ 5.54% |
$55.2K - $56.5K
|
32.3K
$1.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
225K+ 1624.85% |
$7.32M - $7.5M
|
239K
$7.99M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
12.1KNew |
$392K - $401K
|
12.1K
$403K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-269- 0.67% |
$8.74K - $8.96K
|
39.8K
$1.33M
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
60.5K+ 233.89% |
$1.96M - $2.01M
|
86.3K
$2.89M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-10.6K- 23.01% |
$343K - $351K
|
35.3K
$1.18M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
129New |
$4.19K - $4.3K
|
129
$4.32K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
18.7K+ 3.16% |
$607K - $622K
|
609K
$20.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-37- 5.37% |
$1.2K - $1.23K
|
652
$21.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-5.44K- 46.65% |
$177K - $181K
|
6.22K
$208K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
121K+ 225.0% |
$3.93M - $4.03M
|
175K
$5.84M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
212KNew |
$6.9M - $7.07M
|
212K
$7.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
65New |
$2.11K - $2.16K
|
65
$2.17K
|
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
5.96K+ 1.29% |
$194K - $198K
|
466K
$15.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
9.69KNew |
$315K - $323K
|
9.69K
$324K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-756- 1.26% |
$24.6K - $25.2K
|
59.2K
$1.98M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.45K+ 2.88% |
$47.1K - $48.3K
|
51.9K
$1.73M
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
32.9K+ 81.18% |
$1.07M - $1.1M
|
73.4K
$2.46M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
19.4K+ 1.57% |
$629K - $645K
|
1.25M
$42M
|
|
|
Apr 11, 2025
Q1 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
10.4K+ 3.56% |
$339K - $348K
|
304K
$10.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
661KNew |
$21.5M - $22M
|
661K
$22.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-4.35K- 17.41% |
$141K - $145K
|
20.6K
$690K
|
|
|
Apr 09, 2025
Q1 2025
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-1.66K- 0.98% |
$54K - $55.3K
|
168K
$5.61M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-28.8K- 32.77% |
$936K - $959K
|
59.1K
$1.98M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-17.7K- 68.29% |
$575K - $589K
|
8.22K
$275K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
SELL
|
- |
-2.65K- 10.2% |
$86K - $88.1K
|
23.3K
$779K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
27.7K+ 6.26% |
$900K - $922K
|
470K
$15.7M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.17K+ 13.6% |
$38.2K - $39.1K
|
9.8K
$328K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-186K- 11.31% |
$6.08M - $6.27M
|
1.46M
$48.8M
|
|