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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2022
Q4 2021
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-9.56KClosed |
$344K - $350K
|
0
$0
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
SELL
|
- |
-5.71KClosed |
$205K - $209K
|
0
$0
|
|
|
Jan 04, 2022
Q4 2021
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-120Closed |
$4.32K - $4.39K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-14.9K- 55.67% |
$544K - $550K
|
11.9K
$394K
|
|
|
Nov 16, 2021
Q3 2021
|
Sadoff Investment Management LLC
|
BUY
|
- |
501+ 8.63% |
$18.3K - $18.5K
|
6.3K
$210K
|
|
|
Nov 15, 2021
Q3 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-7.73KClosed |
$282K - $286K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-168KClosed |
$6.12M - $6.19M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-6.68KClosed |
$244K - $247K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
1.24MNew |
$45.2M - $45.7M
|
1.24M
$41.1M
|
|
|
Nov 10, 2021
Q3 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-112Closed |
$4.09K - $4.14K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-10KClosed |
$365K - $370K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
55KNew |
$2.01M - $2.03M
|
55K
$1.83M
|
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-40Closed |
$1.46K - $1.48K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-41.9KClosed |
$1.53M - $1.55M
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-290Closed |
$10.6K - $10.7K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-8.26KClosed |
$302K - $305K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Bridge Advisory, LLC
|
SELL
|
- |
-5.86KClosed |
$214K - $217K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Aspiriant, LLC
|
SELL
|
- |
-7.66KClosed |
$280K - $283K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-7.56KClosed |
$276K - $279K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Round Rock Advisors, LLC
|
SELL
|
- |
-6.09KClosed |
$222K - $225K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1.08KNew |
$39.3K - $39.7K
|
1.08K
$35.8K
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.34KClosed |
$48.8K - $49.4K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Venture Visionary Partners LLC
|
SELL
|
- |
-168- 0.91% |
$6.14K - $6.21K
|
18.3K
$607K
|
|
|
Oct 18, 2021
Q3 2021
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-256KClosed |
$9.35M - $9.46M
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
SELL
|
- |
-300Closed |
$11K - $11.1K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-51Closed |
$1.86K - $1.88K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-9Closed |
$329 - $333
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Federal Reserve Bank Of New York
|
SELL
|
- |
-9.52MClosed |
$348M - $352M
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-4.63KClosed |
$169K - $171K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Clarity Financial LLC
|
SELL
|
- |
-111KClosed |
$4.01M - $4.07M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Navalign, LLC
|
SELL
|
- |
-5.53KClosed |
$200K - $203K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-54.5KClosed |
$1.97M - $2M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-8.72KClosed |
$316K - $320K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
300New |
$10.9K - $11K
|
300
$9.98K
|
|
|
Aug 12, 2021
Q2 2021
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-6.7KClosed |
$242K - $246K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Opus Investment Management Inc
|
SELL
|
- |
-270KClosed |
$9.76M - $9.9M
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Hudock, Inc.
|
SELL
|
- |
-274Closed |
$9.92K - $10.1K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Dakota Wealth Management
|
SELL
|
- |
-17.7KClosed |
$641K - $651K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-3.97KClosed |
$144K - $146K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-150Closed |
$5.43K - $5.51K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Altfest L J & CO Inc
|
SELL
|
- |
-11.4KClosed |
$413K - $420K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-7.97KClosed |
$289K - $293K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-137Closed |
$4.96K - $5.03K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-28Closed |
$1.01K - $1.03K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-7.83KClosed |
$283K - $287K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 18, 2021
Q1 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-392KClosed |
$14.2M - $14.5M
|
0
$0
|
|
|
May 18, 2021
Q1 2021
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-22.9KClosed |
$827K - $850K
|
0
$0
|
|
|
May 18, 2021
Q1 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-14.9KClosed |
$539K - $555K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-14.7KClosed |
$532K - $547K
|
0
$0
|
|