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 |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
84New |
$2.68K - $2.74K
|
84
$2.78K
|
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
134New |
$4.28K - $4.38K
|
134
$4.44K
|
|
| Q1 2023 | |||||||
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
239New |
$7.57K - $7.85K
|
239
$7.91K
|
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
100+ 1.24% |
$3.17K - $3.28K
|
8.16K
$270K
|
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-14.3KClosed |
$452K - $469K
|
0
$0
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
122+ 0.84% |
$3.86K - $4.01K
|
14.7K
$487K
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-23.9K- 13.83% |
$756K - $784K
|
149K
$4.92M
|
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-22.2K- 56.94% |
$703K - $729K
|
16.8K
$556K
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-4.83K- 19.52% |
$153K - $159K
|
19.9K
$659K
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
83.9KNew |
$2.66M - $2.75M
|
83.9K
$2.78M
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
374New |
$11.8K - $12.3K
|
374
$12.4K
|
|
|
May 15, 2023
Q1 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
6.23KNew |
$197K - $204K
|
6.23K
$206K
|
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
650New |
$20.6K - $21.3K
|
650
$21.5K
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
149New |
$4.72K - $4.89K
|
149
$4.93K
|
|
|
May 11, 2023
Q1 2023
|
Pecaut & Co.
|
BUY
|
- |
5.88K+ 9.86% |
$186K - $193K
|
65.5K
$2.17M
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
350+ 106.06% |
$11.1K - $11.5K
|
680
$22.5K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
1.04K+ 7.8% |
$33K - $34.2K
|
14.4K
$476K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
SELL
|
- |
-540- 64.13% |
$17.1K - $17.7K
|
302
$10K
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
52.4KNew |
$1.66M - $1.72M
|
52.4K
$1.73M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
715New |
$22.6K - $23.5K
|
715
$23.7K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-230- 98.29% |
$7.28K - $7.55K
|
4
$132
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-15.7K- 50.29% |
$497K - $515K
|
15.5K
$513K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
472New |
$14.9K - $15.5K
|
472
$15.6K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
944New |
$29.9K - $31K
|
944
$31.2K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
67New |
$2.12K - $2.2K
|
67
$2.22K
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-54- 5.57% |
$1.71K - $1.77K
|
916
$30.3K
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
117+ 0.42% |
$3.71K - $3.84K
|
28.3K
$935K
|
|
| Q4 2022 | |||||||
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
229+ 0.72% |
$7.04K - $7.41K
|
32.2K
$1.07M
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
2.15KNew |
$66.2K - $69.7K
|
2.15K
$71.3K
|
|
|
May 18, 2023
Q4 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-34.7K- 45.18% |
$1.07M - $1.12M
|
42.1K
$1.39M
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
69New |
$2.12K - $2.23K
|
69
$2.28K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
334New |
$10.3K - $10.8K
|
334
$11.1K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
190+ 345.45% |
$5.84K - $6.15K
|
245
$8.11K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-70- 84.34% |
$2.15K - $2.27K
|
13
$430
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
108KNew |
$3.32M - $3.5M
|
108K
$3.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
64.2KNew |
$1.97M - $2.08M
|
64.2K
$2.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
600KNew |
$18.4M - $19.4M
|
600K
$19.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
649New |
$20K - $21K
|
649
$21.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
8.37KNew |
$257K - $271K
|
8.37K
$277K
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
4New |
$123 - $129
|
4
$132
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-204- 0.81% |
$6.27K - $6.6K
|
24.9K
$824K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
9.35K+ 86.11% |
$287K - $302K
|
20.2K
$669K
|
|
|
Feb 13, 2023
Q4 2022
|
First Trust Bank, Ltd.
Nassau, C5 |
BUY
|
- |
286KNew |
$8.79M - $9.25M
|
286K
$9.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
18New |
$553 - $582
|
18
$596
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
20.5KNew |
$631K - $665K
|
20.5K
$680K
|
|
|
Feb 10, 2023
Q4 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-424- 5.15% |
$13K - $13.7K
|
7.82K
$259K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
25.5KNew |
$784K - $826K
|
25.5K
$844K
|
|
|
Feb 07, 2023
Q4 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
142K+ 1898.62% |
$4.37M - $4.6M
|
150K
$4.95M
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
570New |
$17.5K - $18.4K
|
570
$18.9K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
184New |
$5.66K - $5.95K
|
184
$6.09K
|
|