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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
5.6K+ 24.52% |
$181K - $184K
|
28.5K
$927K
|
|
May 14, 2024
Q1 2024
|
Ge Investment Management Corp.
Norwalk, CT |
BUY
|
- |
13M+ 460.51% |
$421M - $428M
|
15.8M
$515M
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
7.38KNew |
$239K - $243K
|
7.38K
$241K
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.78K+ 6.75% |
$155K - $157K
|
75.6K
$2.46M
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-9.65K- 6.9% |
$312K - $318K
|
130K
$4.24M
|
|
May 14, 2024
Q1 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
2.4K+ 0.68% |
$77.7K - $79K
|
354K
$11.5M
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
14.1K+ 50.51% |
$457K - $465K
|
42.1K
$1.37M
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-679- 9.44% |
$22K - $22.3K
|
6.52K
$212K
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
32.8K+ 5.07% |
$1.06M - $1.08M
|
680K
$22.2M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
28.8K+ 7.31% |
$932K - $947K
|
422K
$13.8M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
102K+ 120.86% |
$3.3M - $3.35M
|
186K
$6.06M
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
495+ 1.85% |
$16K - $16.3K
|
27.2K
$888K
|
|
May 14, 2024
Q1 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-11K- 17.46% |
$356K - $362K
|
52K
$1.69M
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
198+ 0.34% |
$6.41K - $6.52K
|
57.7K
$1.88M
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-4.83K- 2.48% |
$156K - $159K
|
190K
$6.19M
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-4.06K- 2.29% |
$132K - $134K
|
174K
$5.66M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
63.5K+ 6.6% |
$2.06M - $2.09M
|
1.03M
$33.4M
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
985+ 31.62% |
$31.9K - $32.4K
|
4.1K
$134K
|
|
May 13, 2024
Q1 2024
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-638- 0.4% |
$20.7K - $21K
|
158K
$5.16M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
430K+ 5.58% |
$13.9M - $14.1M
|
8.13M
$265M
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1.6K- 19.7% |
$51.8K - $52.7K
|
6.52K
$212K
|
|
May 13, 2024
Q1 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
78.3KNew |
$2.54M - $2.58M
|
78.3K
$2.55M
|
|
May 13, 2024
Q1 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
9.93K+ 9.11% |
$322K - $327K
|
119K
$3.88M
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2.82K+ 15.54% |
$91.3K - $92.8K
|
21K
$683K
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-5.41K- 5.11% |
$175K - $178K
|
100K
$3.27M
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
19.4KNew |
$629K - $639K
|
19.4K
$633K
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
11.6KNew |
$375K - $381K
|
11.6K
$377K
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1+ 0.02% |
$32.4 - $32.9
|
6.12K
$199K
|
|
May 13, 2024
Q1 2024
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
571+ 6.12% |
$18.5K - $18.8K
|
9.9K
$322K
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.27K+ 2.48% |
$106K - $108K
|
135K
$4.4M
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13.2K- 16.25% |
$426K - $433K
|
67.9K
$2.21M
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
12.6K+ 11540.37% |
$407K - $414K
|
12.7K
$413K
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
253K+ 5.58% |
$8.2M - $8.33M
|
4.8M
$156M
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-1.99K- 4.82% |
$64.5K - $65.6K
|
39.4K
$1.28M
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bancshares Inc
|
BUY
|
- |
2.26K+ 23.71% |
$73.2K - $74.4K
|
11.8K
$385K
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
12.1K+ 27.94% |
$391K - $398K
|
55.4K
$1.8M
|
|
May 13, 2024
Q1 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
110KNew |
$3.56M - $3.62M
|
110K
$3.58M
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
998+ 2.13% |
$32.3K - $32.8K
|
47.8K
$1.56M
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-7.46K- 22.52% |
$242K - $246K
|
25.7K
$837K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
518New |
$16.8K - $17K
|
518
$16.9K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
234+ 0.12% |
$7.58K - $7.7K
|
193K
$6.27M
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
6.23KNew |
$202K - $205K
|
6.23K
$203K
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
139K+ 20322.14% |
$4.49M - $4.56M
|
139K
$4.54M
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
BUY
|
- |
36.1K+ 54.32% |
$1.17M - $1.19M
|
103K
$3.34M
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-200- 74.07% |
$6.48K - $6.58K
|
70
$2.28K
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.95K- 18.31% |
$63.3K - $64.3K
|
8.72K
$284K
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
416+ 3.13% |
$13.5K - $13.7K
|
13.7K
$447K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.23M+ 98.68% |
$137M - $139M
|
8.52M
$278M
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.28KNew |
$203K - $207K
|
6.28K
$205K
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
21.2KNew |
$685K - $696K
|
21.2K
$689K
|