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 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
529+ 1.56% |
$17.3K - $17.8K
|
34.5K
$1.15M
|
|
Feb 05, 2025
Q4 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
18.9KNew |
$618K - $637K
|
18.9K
$633K
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
4.71K+ 7.93% |
$154K - $158K
|
64K
$2.14M
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-77- 1.13% |
$2.51K - $2.59K
|
6.74K
$226K
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
9New |
$294 - $303
|
9
$301
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
39.8KNew |
$1.3M - $1.34M
|
39.8K
$1.33M
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
24.2KNew |
$790K - $815K
|
24.2K
$809K
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2.06KNew |
$67.2K - $69.3K
|
2.06K
$68.8K
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
18.3K+ 4.81% |
$597K - $616K
|
399K
$13.3M
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-750K- 31.18% |
$24.5M - $25.3M
|
1.66M
$55.4M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
11.3K+ 8.04% |
$368K - $380K
|
152K
$5.07M
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
238K+ 8.06% |
$7.77M - $8.02M
|
3.19M
$107M
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
70New |
$2.29K - $2.36K
|
70
$2.34K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
36K+ 13.32% |
$1.17M - $1.21M
|
306K
$10.2M
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
20.3KNew |
$662K - $683K
|
20.3K
$678K
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
12.6KNew |
$412K - $425K
|
12.6K
$422K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-80.6K- 23.85% |
$2.63M - $2.71M
|
257K
$8.61M
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
555New |
$18.1K - $18.7K
|
555
$18.6K
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
2.91K+ 638.38% |
$95K - $98K
|
3.37K
$113K
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
20.6KNew |
$674K - $695K
|
20.6K
$690K
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.3K+ 1411.96% |
$42.4K - $43.8K
|
1.39K
$46.5K
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
33.4KNew |
$1.09M - $1.13M
|
33.4K
$1.12M
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-749- 36.38% |
$24.5K - $25.2K
|
1.31K
$43.8K
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-8.96K- 2.84% |
$293K - $302K
|
307K
$10.3M
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
81New |
$2.64K - $2.73K
|
81
$2.71K
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
70K+ 38.89% |
$2.29M - $2.36M
|
250K
$8.36M
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-670- 9.08% |
$21.9K - $22.6K
|
6.71K
$225K
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-30- 0.45% |
$980 - $1.01K
|
6.58K
$220K
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
30.2K+ 3.03% |
$987K - $1.02M
|
1.03M
$34.4M
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
889New |
$29K - $29.9K
|
889
$29.7K
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
331New |
$10.8K - $11.1K
|
331
$11.1K
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
10.3KNew |
$335K - $346K
|
10.3K
$344K
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
39New |
$1.27K - $1.31K
|
39
$1.3K
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
364KNew |
$11.9M - $12.2M
|
364K
$12.2M
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-3.32K- 20.69% |
$108K - $112K
|
12.7K
$426K
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
3.46K+ 481.87% |
$113K - $116K
|
4.17K
$140K
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-2.09K- 22.49% |
$68.3K - $70.5K
|
7.21K
$241K
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-13.2K- 83.42% |
$432K - $446K
|
2.63K
$88K
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
9.34KNew |
$305K - $314K
|
9.34K
$312K
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
89New |
$2.91K - $3K
|
89
$2.98K
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1New |
$32.7 - $33.7
|
1
$33.5
|
|
Q3 2024 | |||||||
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
50New |
$1.62K - $1.69K
|
50
$1.67K
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
BUY
|
- |
7.5KNew |
$243K - $253K
|
7.5K
$251K
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.47K+ 7.09% |
$47.6K - $49.7K
|
22.2K
$743K
|
|
Nov 14, 2024
Q3 2024
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
6.28KNew |
$203K - $212K
|
6.28K
$210K
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
876K+ 145.88% |
$28.3M - $29.6M
|
1.48M
$49.4M
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
19.2KNew |
$622K - $650K
|
19.2K
$643K
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
161KNew |
$5.22M - $5.45M
|
161K
$5.4M
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-588- 59.51% |
$19K - $19.9K
|
400
$13.4K
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
300New |
$9.71K - $10.1K
|
300
$10K
|