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 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-28- 0.31% |
$910 - $932
|
8.87K
$295K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
9.69KNew |
$315K - $323K
|
9.69K
$322K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4.77K+ 6.42% |
$155K - $159K
|
79K
$2.63M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-756- 1.26% |
$24.6K - $25.2K
|
59.2K
$1.97M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.45K+ 2.88% |
$47.1K - $48.3K
|
51.9K
$1.72M
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
32.9K+ 81.18% |
$1.07M - $1.1M
|
73.4K
$2.44M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
19.4K+ 1.57% |
$629K - $645K
|
1.25M
$41.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
10.4K+ 3.56% |
$339K - $348K
|
304K
$10.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
661KNew |
$21.5M - $22M
|
661K
$22M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.95K+ 33.04% |
$95.9K - $98.3K
|
11.9K
$395K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-4.35K- 17.41% |
$141K - $145K
|
20.6K
$686K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
13.6K+ 2.52% |
$441K - $452K
|
552K
$18.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
177K+ 473.64% |
$5.75M - $5.89M
|
214K
$7.13M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-7.87K- 10.42% |
$256K - $262K
|
67.6K
$2.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
19.4K+ 12.98% |
$630K - $646K
|
169K
$5.61M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
147+ 2.04% |
$4.78K - $4.9K
|
7.37K
$245K
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-164- 1.85% |
$5.33K - $5.46K
|
8.71K
$290K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.49K- 2.48% |
$48.5K - $49.7K
|
58.6K
$1.95M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.88K+ 7.99% |
$61.1K - $62.6K
|
25.4K
$845K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.47K+ 182266.67% |
$178K - $182K
|
5.47K
$182K
|
|
|
Apr 09, 2025
Q1 2025
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-1.66K- 0.98% |
$54K - $55.3K
|
168K
$5.58M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-52- 0.31% |
$1.69K - $1.73K
|
16.6K
$551K
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-343- 3.21% |
$11.1K - $11.4K
|
10.3K
$344K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-28.8K- 32.77% |
$936K - $959K
|
59.1K
$1.97M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
43.7K+ 5.56% |
$1.42M - $1.45M
|
830K
$27.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
12.4K+ 24.26% |
$403K - $413K
|
63.6K
$2.11M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-17.7K- 68.29% |
$575K - $589K
|
8.22K
$273K
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.7K- 10.61% |
$55.3K - $56.6K
|
14.3K
$477K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
SELL
|
- |
-2.65K- 10.2% |
$86K - $88.1K
|
23.3K
$775K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
27.7K+ 6.26% |
$900K - $922K
|
470K
$15.6M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.56K- 76.34% |
$83.1K - $85.2K
|
793
$26.4K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.17K+ 13.6% |
$38.2K - $39.1K
|
9.8K
$326K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.11K+ 3.16% |
$36K - $36.9K
|
36.1K
$1.2M
|
|
| Q4 2024 | |||||||
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.81K+ 25.83% |
$91.7K - $94.6K
|
13.7K
$455K
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
SELL
|
- |
-595- 0.81% |
$19.4K - $20K
|
73.3K
$2.44M
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
1K+ 49.68% |
$32.7K - $33.7K
|
3.01K
$100K
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
1.08KNew |
$35.3K - $36.4K
|
1.08K
$36K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
28New |
$914 - $943
|
28
$931
|
|
|
Mar 19, 2025
Q4 2024
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
9.2KNew |
$301K - $310K
|
9.2K
$306K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
15.9KNew |
$519K - $535K
|
15.9K
$529K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
607New |
$19.8K - $20.4K
|
607
$20.2K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
139New |
$4.54K - $4.68K
|
139
$4.62K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-17.5K- 23.36% |
$571K - $589K
|
57.4K
$1.91M
|
|
|
Feb 25, 2025
Q4 2024
|
Advisor Resource Council
|
BUY
|
- |
10.4KNew |
$340K - $350K
|
10.4K
$346K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.02KNew |
$33.1K - $34.2K
|
1.02K
$33.8K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-2.85K- 31.38% |
$93K - $96K
|
6.23K
$207K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-3.69K- 7.52% |
$121K - $124K
|
45.4K
$1.51M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.04K- 49.43% |
$33.9K - $35K
|
1.06K
$35.4K
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-20.9K- 70.2% |
$683K - $704K
|
8.88K
$295K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.19K+ 10.0% |
$38.9K - $40.1K
|
13.1K
$436K
|
|