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 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2K- 5.73% |
$65.4K - $67.3K
|
33K
$1.1M
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
13.6K+ 197.1% |
$444K - $457K
|
20.5K
$686K
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-456- 4.41% |
$14.9K - $15.3K
|
9.89K
$331K
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
9.1KNew |
$297K - $305K
|
9.1K
$304K
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
20.9K+ 3.19% |
$683K - $703K
|
678K
$22.7M
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
64.5K+ 8.39% |
$2.1M - $2.17M
|
833K
$27.9M
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
10.8KNew |
$351K - $361K
|
10.8K
$360K
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
805+ 1.37% |
$26.3K - $27K
|
59.4K
$1.99M
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
BUY
|
- |
9.57K+ 1.16% |
$312K - $321K
|
835K
$27.9M
|
|
Jul 09, 2025
Q2 2025
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
15KNew |
$489K - $503K
|
15K
$502K
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.56K+ 14.04% |
$116K - $120K
|
29K
$969K
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
469+ 2.92% |
$15.3K - $15.7K
|
16.5K
$553K
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
47+ 0.28% |
$1.53K - $1.58K
|
16.6K
$556K
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
144K+ 2640.69% |
$4.71M - $4.85M
|
150K
$5.02M
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
142K+ 66.15% |
$4.63M - $4.76M
|
356K
$11.9M
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
6.18KNew |
$202K - $208K
|
6.18K
$207K
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-96- 0.67% |
$3.13K - $3.22K
|
14.2K
$476K
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-5.94K- 16.44% |
$194K - $199K
|
30.2K
$1.01M
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
3.12K+ 26.24% |
$102K - $105K
|
15K
$502K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2.67K+ 336.19% |
$87K - $89.5K
|
3.46K
$116K
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-10.7K- 15.86% |
$350K - $360K
|
56.9K
$1.9M
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-5.2K- 13.7% |
$170K - $175K
|
32.8K
$1.1M
|
|
Q1 2025 | |||||||
Jul 14, 2025
Q1 2025
|
Strategic Planning, Inc.
Columbus, OH |
BUY
|
- |
8.05KNew |
$262K - $268K
|
8.05K
$269K
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-1.39KClosed |
$45.3K - $46.4K
|
0
$0
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
435+ 90.81% |
$14.1K - $14.5K
|
914
$30.6K
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
37New |
$1.2K - $1.23K
|
37
$1.24K
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
60.7K+ 28101.39% |
$1.97M - $2.02M
|
60.9K
$2.04M
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
22.5K+ 2.81% |
$731K - $749K
|
823K
$27.5M
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-15.6K- 63.21% |
$508K - $521K
|
9.1K
$304K
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
9.13KNew |
$297K - $304K
|
9.13K
$305K
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-13.6K- 13.5% |
$442K - $453K
|
87.2K
$2.92M
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
251K+ 40.69% |
$8.16M - $8.36M
|
868K
$29M
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
897New |
$29.2K - $29.9K
|
897
$30K
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-4.02K- 38.1% |
$131K - $134K
|
6.53K
$218K
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
13.6K+ 80.46% |
$440K - $451K
|
30.4K
$1.02M
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-105K- 13.99% |
$3.4M - $3.49M
|
643K
$21.5M
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
66+ 2.42% |
$2.15K - $2.2K
|
2.79K
$93.4K
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
29.6K+ 114.31% |
$961K - $985K
|
55.5K
$1.85M
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
153+ 0.41% |
$4.97K - $5.09K
|
37.3K
$1.25M
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.9K+ 2961.22% |
$94.3K - $96.6K
|
3K
$100K
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
347+ 4.82% |
$11.3K - $11.6K
|
7.55K
$252K
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-1.46M- 37.57% |
$47.6M - $48.8M
|
2.43M
$81.4M
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
11New |
$358 - $366
|
11
$368
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-4.1K- 32.18% |
$133K - $136K
|
8.63K
$289K
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-301K- 65.33% |
$9.79M - $10M
|
160K
$5.35M
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.23K+ 17.33% |
$138K - $141K
|
28.7K
$959K
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
10.8KNew |
$350K - $359K
|
10.8K
$360K
|
|
May 15, 2025
Q1 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
SELL
|
- |
-1.77K- 15.57% |
$57.4K - $58.8K
|
9.58K
$320K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
632+ 0.21% |
$20.5K - $21K
|
305K
$10.2M
|
|
May 15, 2025
Q1 2025
|
Fortune 45 LLC
|
SELL
|
- |
-74.6K- 24.51% |
$2.42M - $2.48M
|
230K
$7.68M
|