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 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
6.13KNew |
$198K - $207K
|
6.13K
$204K
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
232+ 1.68% |
$7.51K - $7.84K
|
14K
$466K
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.37KNew |
$44.4K - $46.4K
|
1.37K
$45.7K
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-120- 52.63% |
$3.88K - $4.05K
|
108
$3.59K
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
428New |
$13.9K - $14.5K
|
428
$14.2K
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
4.61KNew |
$149K - $156K
|
4.61K
$153K
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
167KNew |
$5.4M - $5.64M
|
167K
$5.55M
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
81New |
$2.62K - $2.74K
|
81
$2.69K
|
|
Nov 04, 2024
Q3 2024
|
Systelligence, LLC
|
SELL
|
- |
-21.1K- 18.72% |
$683K - $713K
|
91.7K
$3.05M
|
|
Nov 01, 2024
Q3 2024
|
5th Street Advisors, LLC
|
BUY
|
- |
47K+ 15.56% |
$1.52M - $1.59M
|
349K
$11.6M
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-792- 7.05% |
$25.6K - $26.8K
|
10.4K
$347K
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-2- 0.67% |
$64.7 - $67.6
|
296
$9.84K
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
50New |
$1.62K - $1.69K
|
50
$1.66K
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-2.19K- 84.27% |
$70.9K - $74K
|
409
$13.6K
|
|
Oct 25, 2024
Q3 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-1.99K- 18.29% |
$64.4K - $67.3K
|
8.9K
$296K
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6.7KNew |
$217K - $226K
|
6.7K
$223K
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-12- 3.5% |
$388 - $405
|
331
$11K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-38.9K- 9.82% |
$1.26M - $1.31M
|
357K
$11.9M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
96.4K+ 22.23% |
$3.12M - $3.26M
|
530K
$17.6M
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-128- 38.79% |
$4.14K - $4.32K
|
202
$6.72K
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-18- 0.14% |
$582 - $608
|
12.6K
$421K
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-5.52K- 19.46% |
$179K - $186K
|
22.8K
$760K
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
14K+ 24.17% |
$454K - $474K
|
72K
$2.4M
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
1.22K+ 14.93% |
$39.4K - $41.2K
|
9.39K
$312K
|
|
Oct 09, 2024
Q3 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
4.39K+ 3.91% |
$142K - $148K
|
117K
$3.88M
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
234New |
$7.57K - $7.9K
|
234
$7.78K
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
254New |
$8.22K - $8.58K
|
254
$8.45K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
50New |
$1.62K - $1.69K
|
50
$1.66K
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
55.6K+ 34.73% |
$1.8M - $1.88M
|
216K
$7.18M
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.77K+ 54.81% |
$284K - $296K
|
24.8K
$824K
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
10.8K+ 75.37% |
$351K - $366K
|
25.2K
$839K
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Texas Capital Bancshares Inc
|
BUY
|
- |
614+ 5.2% |
$19.7K - $20.1K
|
12.4K
$413K
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
154KNew |
$4.93M - $5.03M
|
154K
$5.12M
|
|
Aug 14, 2024
Q2 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-3.4K- 3.44% |
$109K - $111K
|
95.5K
$3.18M
|
|
Aug 14, 2024
Q2 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-3.4K- 3.44% |
$109K - $111K
|
95.5K
$3.18M
|
|
Aug 14, 2024
Q2 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
83New |
$2.66K - $2.71K
|
83
$2.76K
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-6- 2.97% |
$192 - $196
|
196
$6.52K
|
|
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
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.6K- 97.03% |
$51.3K - $52.4K
|
49
$1.63K
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
10.2K+ 111.17% |
$328K - $334K
|
19.4K
$646K
|
|
Aug 09, 2024
Q2 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-12.3K- 23.7% |
$395K - $403K
|
39.7K
$1.32M
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
2.84K+ 0.42% |
$91.1K - $92.9K
|
687K
$22.9M
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
417New |
$13.4K - $13.6K
|
417
$13.9K
|
|
Aug 08, 2024
Q2 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-24.2K- 75.98% |
$775K - $791K
|
7.65K
$255K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-22.8K- 97.03% |
$730K - $745K
|
699
$23.2K
|
|
Aug 07, 2024
Q2 2024
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
150New |
$4.8K - $4.9K
|
150
$4.99K
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
8.25KNew |
$264K - $270K
|
8.25K
$274K
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
1New |
$32 - $32.7
|
1
$33.3
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-1- 50.0% |
$32 - $32.7
|
1
$33.3
|