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 29, 2025
Q3 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-2.27K- 4.05% |
$75.6K - $77.3K
|
53.8K
$1.83M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.42KNew |
$47.1K - $48.2K
|
1.42K
$48.1K
|
|
|
Oct 28, 2025
Q3 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
6.94K+ 5.46% |
$231K - $236K
|
134K
$4.55M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-1.46K- 19.74% |
$48.4K - $49.5K
|
5.92K
$201K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-110- 0.32% |
$3.66K - $3.74K
|
34.2K
$1.16M
|
|
|
Oct 28, 2025
Q3 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
3.05K+ 29.77% |
$101K - $104K
|
13.3K
$451K
|
|
|
Oct 28, 2025
Q3 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-2.22K- 18.06% |
$73.8K - $75.5K
|
10.1K
$342K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-145- 0.82% |
$4.82K - $4.93K
|
17.5K
$596K
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-4.19K- 44.4% |
$139K - $142K
|
5.25K
$178K
|
|
|
Oct 28, 2025
Q3 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
47.3K+ 6.52% |
$1.57M - $1.61M
|
772K
$26.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8.9KNew |
$296K - $303K
|
8.9K
$302K
|
|
|
Oct 28, 2025
Q3 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
102K+ 62.2% |
$3.4M - $3.47M
|
266K
$9.04M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
17.1K+ 5.29% |
$570K - $582K
|
341K
$11.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
78New |
$2.59K - $2.65K
|
78
$2.65K
|
|
|
Oct 27, 2025
Q3 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
15.1K+ 5.72% |
$504K - $515K
|
280K
$9.51M
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
7.64KNew |
$254K - $260K
|
7.64K
$259K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
3.55K+ 3.26% |
$118K - $121K
|
112K
$3.81M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
8.1K+ 15.15% |
$269K - $276K
|
61.6K
$2.09M
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-63.3K- 50.64% |
$2.11M - $2.15M
|
61.7K
$2.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-1.69K- 1.03% |
$56.3K - $57.5K
|
162K
$5.49M
|
|
|
Oct 27, 2025
Q3 2025
|
Lvz, Inc.
|
SELL
|
- |
-479- 4.52% |
$15.9K - $16.3K
|
10.1K
$344K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
2.1K+ 3.86% |
$69.8K - $71.4K
|
56.4K
$1.92M
|
|
|
Oct 27, 2025
Q3 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
3.31K+ 2.54% |
$110K - $113K
|
134K
$4.54M
|
|
|
Oct 27, 2025
Q3 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
42.6K+ 5.27% |
$1.42M - $1.45M
|
852K
$28.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
2.88K+ 1.34% |
$95.9K - $98.1K
|
218K
$7.39M
|
|
|
Oct 27, 2025
Q3 2025
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
1.44K+ 9.6% |
$47.9K - $49K
|
16.4K
$558K
|
|
|
Oct 27, 2025
Q3 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
461+ 0.62% |
$15.3K - $15.7K
|
74.9K
$2.54M
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.47K+ 8.35% |
$48.8K - $49.9K
|
19K
$646K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-142- 2.14% |
$4.72K - $4.83K
|
6.51K
$221K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
6.59K+ 7.02% |
$219K - $224K
|
101K
$3.41M
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
8.26K+ 4.66% |
$275K - $281K
|
185K
$6.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
28.7K+ 15.91% |
$954K - $976K
|
209K
$7.09M
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-696- 5.31% |
$23.1K - $23.7K
|
12.4K
$421K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.49K+ 15.18% |
$82.8K - $84.7K
|
18.9K
$641K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
393KNew |
$13.1M - $13.4M
|
393K
$13.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Trust CO Of Virginia
|
BUY
|
- |
82.7K+ 6.26% |
$2.75M - $2.81M
|
1.41M
$47.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
86+ 1.14% |
$2.86K - $2.92K
|
7.65K
$260K
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-23K- 54.42% |
$765K - $782K
|
19.3K
$654K
|
|
|
Oct 23, 2025
Q3 2025
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-162K- 94.64% |
$5.39M - $5.51M
|
9.18K
$312K
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-3.84K- 3.25% |
$128K - $130K
|
114K
$3.87M
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
60.9K+ 41.33% |
$2.03M - $2.07M
|
208K
$7.07M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
93.8K+ 53.98% |
$3.12M - $3.19M
|
268K
$9.08M
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
12.7KNew |
$422K - $431K
|
12.7K
$430K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
844+ 4.76% |
$28.1K - $28.7K
|
18.6K
$631K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
142+ 0.82% |
$4.72K - $4.83K
|
17.4K
$590K
|
|
|
Oct 22, 2025
Q3 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
12.8K+ 30.46% |
$425K - $434K
|
54.7K
$1.86M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-81.6K- 25.55% |
$2.71M - $2.77M
|
238K
$8.07M
|
|
|
Oct 22, 2025
Q3 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
43.1K+ 8.21% |
$1.43M - $1.47M
|
568K
$19.3M
|
|
|
Oct 22, 2025
Q3 2025
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-3.94K- 6.39% |
$131K - $134K
|
57.8K
$1.96M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
218K+ 3.9% |
$7.25M - $7.41M
|
5.8M
$197M
|