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 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.81K+ 25.83% |
$91.7K - $94.6K
|
13.7K
$458K
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
SELL
|
- |
-595- 0.81% |
$19.4K - $20K
|
73.3K
$2.45M
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
1K+ 49.68% |
$32.7K - $33.7K
|
3.01K
$101K
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
1.08KNew |
$35.3K - $36.4K
|
1.08K
$36.2K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
28New |
$914 - $943
|
28
$937
|
|
|
Mar 19, 2025
Q4 2024
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
9.2KNew |
$301K - $310K
|
9.2K
$308K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
15.9KNew |
$519K - $535K
|
15.9K
$532K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
607New |
$19.8K - $20.4K
|
607
$20.3K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
139New |
$4.54K - $4.68K
|
139
$4.65K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-17.5K- 23.36% |
$571K - $589K
|
57.4K
$1.92M
|
|
|
Feb 25, 2025
Q4 2024
|
Advisor Resource Council
|
BUY
|
- |
10.4KNew |
$340K - $350K
|
10.4K
$348K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.02KNew |
$33.1K - $34.2K
|
1.02K
$34K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-2.85K- 31.38% |
$93K - $96K
|
6.23K
$208K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-3.69K- 7.52% |
$121K - $124K
|
45.4K
$1.52M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.04K- 49.43% |
$33.9K - $35K
|
1.06K
$35.6K
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-20.9K- 70.2% |
$683K - $704K
|
8.88K
$297K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.19K+ 10.0% |
$38.9K - $40.1K
|
13.1K
$438K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
4.63M+ 926.05% |
$151M - $156M
|
5.13M
$172M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
5.54KNew |
$181K - $186K
|
5.54K
$185K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
11.6K+ 2.8% |
$377K - $389K
|
424K
$14.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
100K+ 2.53% |
$3.27M - $3.37M
|
4.05M
$136M
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.78K- 38.2% |
$58.1K - $59.9K
|
2.88K
$96.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
201New |
$6.56K - $6.77K
|
201
$6.72K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
345New |
$11.3K - $11.6K
|
345
$11.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
6.8KNew |
$222K - $229K
|
6.8K
$227K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.89K+ 12566.67% |
$61.5K - $63.5K
|
1.9K
$63.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
1+ 0.04% |
$32.7 - $33.7
|
2.74K
$91.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
23KNew |
$750K - $774K
|
23K
$768K
|
|
|
Feb 13, 2025
Q4 2024
|
Adams Wealth Management
|
BUY
|
- |
2.27K+ 2.08% |
$74.1K - $76.4K
|
111K
$3.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
61.2K+ 33.21% |
$2M - $2.06M
|
246K
$8.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
2.27K+ 2.08% |
$74.1K - $76.4K
|
111K
$3.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
6New |
$196 - $202
|
6
$201
|
|
|
Feb 12, 2025
Q4 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
6.11K+ 9.15% |
$199K - $206K
|
72.8K
$2.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
474+ 45.45% |
$15.5K - $16K
|
1.52K
$50.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
23.2KNew |
$756K - $780K
|
23.2K
$774K
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
218+ 19.33% |
$7.12K - $7.34K
|
1.35K
$45K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
100New |
$3.27K - $3.37K
|
100
$3.35K
|
|
|
Feb 12, 2025
Q4 2024
|
Allianz Investment Management U.S. LLC
Minneapolis, MN |
SELL
|
- |
-7.5K- 4.13% |
$245K - $253K
|
174K
$5.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
27K+ 28.29% |
$881K - $909K
|
122K
$4.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-450- 6.65% |
$14.7K - $15.2K
|
6.32K
$211K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-426- 2.92% |
$13.9K - $14.3K
|
14.2K
$474K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-54- 2.78% |
$1.76K - $1.82K
|
1.89K
$63.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1New |
$32.7 - $33.7
|
1
$33.5
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
84+ 0.9% |
$2.74K - $2.83K
|
9.45K
$316K
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
12.3KNew |
$400K - $413K
|
12.3K
$410K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
173New |
$5.65K - $5.83K
|
173
$5.79K
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
28.5KNew |
$932K - $961K
|
28.5K
$955K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
794KNew |
$25.9M - $26.8M
|
794K
$26.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
138New |
$4.51K - $4.65K
|
138
$4.62K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
739New |
$24.1K - $24.9K
|
739
$24.7K
|