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 |
---|---|---|---|---|---|---|---|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
1.22K+ 14.93% |
$39.4K - $41.2K
|
9.39K
$311K
|
|
Oct 09, 2024
Q3 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
4.39K+ 3.91% |
$142K - $148K
|
117K
$3.87M
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
234New |
$7.57K - $7.9K
|
234
$7.75K
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
254New |
$8.22K - $8.58K
|
254
$8.41K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
50New |
$1.62K - $1.69K
|
50
$1.66K
|
|
Oct 08, 2024
Q3 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
2.56K+ 9.17% |
$82.9K - $86.5K
|
30.5K
$1.01M
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
55.6K+ 34.73% |
$1.8M - $1.88M
|
216K
$7.15M
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.77K+ 54.81% |
$284K - $296K
|
24.8K
$821K
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
10.8K+ 75.37% |
$351K - $366K
|
25.2K
$836K
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Texas Capital Bancshares Inc
|
BUY
|
- |
614+ 5.2% |
$19.7K - $20.1K
|
12.4K
$411K
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
154KNew |
$4.93M - $5.03M
|
154K
$5.1M
|
|
Aug 14, 2024
Q2 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-3.4K- 3.44% |
$109K - $111K
|
95.5K
$3.16M
|
|
Aug 14, 2024
Q2 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-3.4K- 3.44% |
$109K - $111K
|
95.5K
$3.16M
|
|
Aug 14, 2024
Q2 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
83New |
$2.66K - $2.71K
|
83
$2.75K
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-6- 2.97% |
$192 - $196
|
196
$6.49K
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
348+ 196.61% |
$11.1K - $11.4K
|
525
$17.4K
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
16.2K+ 24.73% |
$517K - $528K
|
81.5K
$2.7M
|
|
Aug 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
317New |
$10.2K - $10.4K
|
317
$10.5K
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-534Closed |
$17.1K - $17.5K
|
0
$0
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.6K- 97.03% |
$51.3K - $52.4K
|
49
$1.62K
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
10.2K+ 111.17% |
$328K - $334K
|
19.4K
$643K
|
|
Aug 09, 2024
Q2 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-12.3K- 23.7% |
$395K - $403K
|
39.7K
$1.31M
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
2.84K+ 0.42% |
$91.1K - $92.9K
|
687K
$22.8M
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
417New |
$13.4K - $13.6K
|
417
$13.8K
|
|
Aug 08, 2024
Q2 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-24.2K- 75.98% |
$775K - $791K
|
7.65K
$253K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-22.8K- 97.03% |
$730K - $745K
|
699
$23.2K
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-7.88K- 28.93% |
$252K - $258K
|
19.4K
$641K
|
|
Aug 07, 2024
Q2 2024
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
150New |
$4.8K - $4.9K
|
150
$4.97K
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
47K+ 11.94% |
$1.51M - $1.54M
|
441K
$14.6M
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
35KNew |
$1.12M - $1.14M
|
35K
$1.16M
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.74K+ 11626.67% |
$55.8K - $57K
|
1.76K
$58.3K
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-201- 95.71% |
$6.44K - $6.57K
|
9
$298
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
8.25KNew |
$264K - $270K
|
8.25K
$273K
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
1New |
$32 - $32.7
|
1
$33.1
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-1- 50.0% |
$32 - $32.7
|
1
$33.1
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-195- 80.25% |
$6.24K - $6.37K
|
48
$1.59K
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-684- 7.56% |
$21.9K - $22.4K
|
8.37K
$277K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
25New |
$801 - $817
|
25
$828
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-94.1K- 91.68% |
$3.01M - $3.08M
|
8.54K
$283K
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
456New |
$14.6K - $14.9K
|
456
$15.1K
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-4.42K- 41.39% |
$141K - $144K
|
6.26K
$207K
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-129- 67.54% |
$4.13K - $4.22K
|
62
$2.05K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-222- 0.3% |
$7.11K - $7.25K
|
73.2K
$2.43M
|
|
Jul 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
178New |
$5.7K - $5.82K
|
178
$5.9K
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
6.97K+ 70.5% |
$223K - $228K
|
16.8K
$558K
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
537New |
$17.2K - $17.5K
|
537
$17.8K
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
11.7KNew |
$375K - $382K
|
11.7K
$388K
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
7New |
$224 - $229
|
7
$232
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.48KNew |
$47.3K - $48.2K
|
1.48K
$48.9K
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
170+ 32.76% |
$5.44K - $5.56K
|
689
$22.8K
|