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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-216K- 76.21% |
$6.77M - $6.96M
|
67.3K
$2.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
16.9KNew |
$529K - $544K
|
16.9K
$557K
|
|
|
Nov 13, 2023
Q3 2023
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-2K- 18.18% |
$62.8K - $64.5K
|
9K
$297K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-5.73MClosed |
$180M - $185M
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
276New |
$8.67K - $8.9K
|
276
$9.12K
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
999New |
$31.4K - $32.2K
|
999
$33K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.35K- 10.75% |
$42.3K - $43.5K
|
11.2K
$370K
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
7.21KNew |
$226K - $233K
|
7.21K
$238K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
43+ 0.51% |
$1.35K - $1.39K
|
8.47K
$280K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
19New |
$597 - $613
|
19
$628
|
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.39K+ 81.82% |
$43.7K - $44.9K
|
3.09K
$102K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
41.6K+ 202.16% |
$1.3M - $1.34M
|
62.1K
$2.05M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
254+ 1.73% |
$7.98K - $8.19K
|
15K
$494K
|
|
|
Oct 26, 2023
Q3 2023
|
Family Capital Trust CO
|
BUY
|
- |
373New |
$11.7K - $12K
|
373
$12.3K
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-72- 8.26% |
$2.26K - $2.32K
|
800
$26.4K
|
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
12.6KNew |
$395K - $405K
|
12.6K
$415K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
192New |
$6.03K - $6.19K
|
192
$6.34K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
110KNew |
$3.46M - $3.55M
|
110K
$3.64M
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
8.72KNew |
$274K - $281K
|
8.72K
$288K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
195KNew |
$6.11M - $6.28M
|
195K
$6.43M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-102- 18.68% |
$3.2K - $3.29K
|
444
$14.7K
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.86K- 60.74% |
$58.5K - $60.1K
|
1.2K
$39.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
92New |
$2.89K - $2.97K
|
92
$3.04K
|
|
|
Oct 10, 2023
Q3 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-4.35K- 39.3% |
$137K - $140K
|
6.72K
$222K
|
|
| Q2 2023 | |||||||
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-608Closed |
$19.4K - $19.9K
|
0
$0
|
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-3- 0.03% |
$95.9 - $98
|
9.54K
$315K
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
579New |
$18.5K - $18.9K
|
579
$19.1K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.19KNew |
$38.1K - $39K
|
1.19K
$39.4K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
170New |
$5.43K - $5.55K
|
170
$5.62K
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
36.7KNew |
$1.17M - $1.2M
|
36.7K
$1.21M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
9.34KNew |
$298K - $305K
|
9.34K
$308K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
11.8K+ 10.52% |
$376K - $385K
|
124K
$4.09M
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
2.51KNew |
$80K - $81.8K
|
2.51K
$82.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-333- 4.06% |
$10.6K - $10.9K
|
7.87K
$260K
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
9.26KNew |
$296K - $302K
|
9.26K
$306K
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
8.49KNew |
$271K - $277K
|
8.49K
$281K
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
2.74KNew |
$87.4K - $89.3K
|
2.74K
$90.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
140New |
$4.47K - $4.57K
|
140
$4.62K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-5- 62.5% |
$160 - $163
|
3
$99.1
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
70.4K+ 15.54% |
$2.25M - $2.3M
|
524K
$17.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
66.7KNew |
$2.13M - $2.18M
|
66.7K
$2.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-149- 78.01% |
$4.76K - $4.87K
|
42
$1.39K
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
7.63KNew |
$244K - $249K
|
7.63K
$252K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
19New |
$607 - $621
|
19
$628
|
|
|
Jul 26, 2023
Q2 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
4.66K+ 17.73% |
$149K - $152K
|
31K
$1.02M
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
159New |
$5.08K - $5.19K
|
159
$5.25K
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2.67K- 32.97% |
$85.4K - $87.3K
|
5.44K
$180K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-38- 0.59% |
$1.21K - $1.24K
|
6.39K
$211K
|
|
|
Jul 24, 2023
Q2 2023
|
Newport Capital Group, LLC
|
BUY
|
- |
6.87KNew |
$220K - $225K
|
6.87K
$227K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 6.67% |
$32 - $32.7
|
16
$528
|
|