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 |
---|---|---|---|---|---|---|---|
Apr 14, 2021
Q1 2021
|
Ota Financial Group L.P.
|
SELL
|
- |
-25.8KClosed |
$933K - $959K
|
0
$0
|
|
Apr 12, 2021
Q1 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-20.5KClosed |
$740K - $761K
|
0
$0
|
|
Q4 2020 | |||||||
Jul 24, 2024
Q4 2020
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-91.6KClosed |
$3.36M - $3.4M
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-55KClosed |
$2.02M - $2.05M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Amtrust Financial Services, Inc.
New York, NY |
BUY
|
- |
270KNew |
$9.92M - $10.1M
|
270K
$8.93M
|
|
Feb 12, 2021
Q4 2020
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-45Closed |
$1.65K - $1.67K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-65.4KClosed |
$2.4M - $2.43M
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-7.53KClosed |
$276K - $280K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-3.44KClosed |
$126K - $128K
|
0
$0
|
|
Feb 02, 2021
Q4 2020
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-3.68KClosed |
$135K - $137K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-182Closed |
$6.68K - $6.77K
|
0
$0
|
|
Jan 28, 2021
Q4 2020
|
Asset Dedication, LLC
|
SELL
|
- |
-39Closed |
$1.43K - $1.45K
|
0
$0
|
|
Jan 27, 2021
Q4 2020
|
Smart Money Group LLC
|
SELL
|
- |
-46.2KClosed |
$1.7M - $1.72M
|
0
$0
|
|
Jan 27, 2021
Q4 2020
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
8New |
$293 - $297
|
8
$264
|
|
Jan 21, 2021
Q4 2020
|
Ballast, Inc.
|
SELL
|
- |
-28.3KClosed |
$1.04M - $1.05M
|
0
$0
|
|
Q3 2020 | |||||||
Sep 10, 2024
Q3 2020
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
85+ 0.86% |
$3.11K - $3.15K
|
9.98K
$330K
|
|
Nov 13, 2020
Q3 2020
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-8.06KClosed |
$294K - $299K
|
0
$0
|
|
Oct 27, 2020
Q3 2020
|
Financial Advantage, Inc.
|
SELL
|
- |
-81Closed |
$2.96K - $3K
|
0
$0
|
|
Oct 27, 2020
Q3 2020
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-61Closed |
$2.23K - $2.26K
|
0
$0
|
|
Oct 21, 2020
Q3 2020
|
Evensky & Katz LLC
|
SELL
|
- |
-9.84KClosed |
$359K - $364K
|
0
$0
|
|
Oct 16, 2020
Q3 2020
|
Toth Financial Advisory Corp
|
SELL
|
- |
-91Closed |
$3.33K - $3.37K
|
0
$0
|
|
Oct 13, 2020
Q3 2020
|
Mcia Inc
|
SELL
|
- |
-44.2KClosed |
$1.61M - $1.64M
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
337+ 8.46% |
$11.4K - $12.3K
|
4.32K
$143K
|
|
Feb 22, 2022
Q2 2020
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-8Closed |
$270 - $292
|
0
$0
|
|
Aug 17, 2020
Q2 2020
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-11KClosed |
$370K - $401K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.5KClosed |
$50.6K - $54.8K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Destination Wealth Management
|
SELL
|
- |
-26KClosed |
$879K - $951K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-784Closed |
$26.5K - $28.6K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-146Closed |
$4.93K - $5.33K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-6.62KClosed |
$223K - $242K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-9.8KClosed |
$331K - $358K
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-13.4KClosed |
$452K - $489K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-12.7KClosed |
$429K - $465K
|
0
$0
|
|
Jul 24, 2020
Q2 2020
|
G&S Capital LLC
|
SELL
|
- |
-1.73KClosed |
$58.5K - $63.3K
|
0
$0
|
|
Jul 15, 2020
Q2 2020
|
Pacifica Partners Inc.
|
SELL
|
- |
-339Closed |
$11.4K - $12.4K
|
0
$0
|
|
Q1 2020 | |||||||
Aug 26, 2020
Q1 2020
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-8.06KClosed |
$248K - $292K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-5.07KClosed |
$156K - $184K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-5.92KClosed |
$182K - $214K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-8.15KClosed |
$251K - $295K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-74.3KClosed |
$2.29M - $2.69M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-37.8KClosed |
$1.17M - $1.37M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-6.48KClosed |
$200K - $235K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-45.4KClosed |
$1.4M - $1.65M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-9.96KClosed |
$307K - $361K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Private Wealth Group, LLC
|
SELL
|
- |
-7.1KClosed |
$219K - $257K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Atlas Private Wealth Management
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-449Closed |
$13.8K - $16.3K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-82.3KClosed |
$2.54M - $2.98M
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Barber Financial Group, Inc.
|
SELL
|
- |
-7.48KClosed |
$230K - $271K
|
0
$0
|