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 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
20.3KNew |
$662K - $683K
|
20.3K
$675K
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
12.6KNew |
$412K - $425K
|
12.6K
$420K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-80.6K- 23.85% |
$2.63M - $2.71M
|
257K
$8.56M
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
555New |
$18.1K - $18.7K
|
555
$18.5K
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
2.91K+ 638.38% |
$95K - $98K
|
3.37K
$112K
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
20.6KNew |
$674K - $695K
|
20.6K
$686K
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.3K+ 1411.96% |
$42.4K - $43.8K
|
1.39K
$46.3K
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
33.4KNew |
$1.09M - $1.13M
|
33.4K
$1.11M
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-749- 36.38% |
$24.5K - $25.2K
|
1.31K
$43.6K
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-8.96K- 2.84% |
$293K - $302K
|
307K
$10.2M
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
81New |
$2.64K - $2.73K
|
81
$2.69K
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
70K+ 38.89% |
$2.29M - $2.36M
|
250K
$8.31M
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-670- 9.08% |
$21.9K - $22.6K
|
6.71K
$223K
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-30- 0.45% |
$980 - $1.01K
|
6.58K
$219K
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
8.35KNew |
$273K - $281K
|
8.35K
$278K
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
30.2K+ 3.03% |
$987K - $1.02M
|
1.03M
$34.2M
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
889New |
$29K - $29.9K
|
889
$29.6K
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
331New |
$10.8K - $11.1K
|
331
$11K
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
10.3KNew |
$335K - $346K
|
10.3K
$342K
|
|
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
$12.1M
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-3.32K- 20.69% |
$108K - $112K
|
12.7K
$423K
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
3.46K+ 481.87% |
$113K - $116K
|
4.17K
$139K
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-2.09K- 22.49% |
$68.3K - $70.5K
|
7.21K
$240K
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-13.2K- 83.42% |
$432K - $446K
|
2.63K
$87.5K
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
9.34KNew |
$305K - $314K
|
9.34K
$311K
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
270+ 3.09% |
$8.82K - $9.09K
|
9.02K
$300K
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
89New |
$2.91K - $3K
|
89
$2.96K
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1New |
$32.7 - $33.7
|
1
$33.3
|
|
Q3 2024 | |||||||
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
$739K
|
|
Nov 14, 2024
Q3 2024
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
6.28KNew |
$203K - $212K
|
6.28K
$209K
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
876K+ 145.88% |
$28.3M - $29.6M
|
1.48M
$49.1M
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
19.2KNew |
$622K - $650K
|
19.2K
$640K
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
161KNew |
$5.22M - $5.45M
|
161K
$5.36M
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-588- 59.51% |
$19K - $19.9K
|
400
$13.3K
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
300New |
$9.71K - $10.1K
|
300
$9.98K
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
15+ 5.03% |
$485 - $507
|
313
$10.4K
|
|
Nov 14, 2024
Q3 2024
|
Ge Investment Management Corp.
Norwalk, CT |
SELL
|
- |
-21.9K- 65.44% |
$710K - $741K
|
11.6K
$385K
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
59.1KNew |
$1.91M - $1.99M
|
59.1K
$1.96M
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
50New |
$1.62K - $1.69K
|
50
$1.66K
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
BUY
|
- |
1.28KNew |
$41.4K - $43.2K
|
1.28K
$42.6K
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
159New |
$5.15K - $5.37K
|
159
$5.29K
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
591+ 4.2% |
$19.1K - $20K
|
14.7K
$487K
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
130K+ 55.52% |
$4.21M - $4.39M
|
364K
$12.1M
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
10.7K+ 129.87% |
$345K - $361K
|
18.9K
$628K
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-38- 92.68% |
$1.23K - $1.28K
|
3
$99.8
|
|
Nov 12, 2024
Q3 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
398KNew |
$12.9M - $13.5M
|
398K
$13.2M
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
28.7KNew |
$930K - $971K
|
28.7K
$956K
|