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 21, 2025
Q3 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
3.46K+ 1.41% |
$115K - $118K
|
248K
$8.42M
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
SELL
|
- |
-1.07K- 10.79% |
$35.7K - $36.5K
|
8.88K
$301K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.08K- 39.89% |
$36K - $36.8K
|
1.63K
$55.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-408- 1.75% |
$13.6K - $13.9K
|
22.9K
$777K
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
SELL
|
- |
-10.7K- 0.6% |
$354K - $362K
|
1.75M
$59.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6.22K- 2.56% |
$207K - $212K
|
237K
$8.05M
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-4.92K- 7.34% |
$164K - $167K
|
62K
$2.11M
|
|
|
Oct 20, 2025
Q3 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
16.2K+ 5.57% |
$539K - $551K
|
307K
$10.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-6.71K- 51.82% |
$223K - $228K
|
6.23K
$212K
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
40+ 0.48% |
$1.33K - $1.36K
|
8.34K
$283K
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.09K+ 4.91% |
$36.1K - $36.9K
|
23.2K
$787K
|
|
|
Oct 20, 2025
Q3 2025
|
Davidson Trust CO
|
BUY
|
- |
7.66K+ 28.03% |
$255K - $260K
|
35K
$1.19M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-17.6K- 46.17% |
$586K - $599K
|
20.5K
$697K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
9+ 5.66% |
$299 - $306
|
168
$5.7K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
25.7KNew |
$854K - $873K
|
25.7K
$871K
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
10.7K+ 12.25% |
$356K - $364K
|
98K
$3.33M
|
|
|
Oct 20, 2025
Q3 2025
|
Premier Financial Group
Eureka, CA |
BUY
|
- |
1.93KNew |
$64K - $65.5K
|
1.93K
$65.4K
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
SELL
|
- |
-50- 0.12% |
$1.66K - $1.7K
|
42.4K
$1.44M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
403New |
$13.4K - $13.7K
|
403
$13.7K
|
|
|
Oct 20, 2025
Q3 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-305- 0.3% |
$10.1K - $10.4K
|
102K
$3.46M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
93.6K+ 26.28% |
$3.11M - $3.18M
|
450K
$15.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.77K+ 3.6% |
$158K - $162K
|
137K
$4.66M
|
|
|
Oct 17, 2025
Q3 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
2.65K+ 1.31% |
$88K - $90K
|
205K
$6.97M
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
181+ 1.82% |
$6.02K - $6.16K
|
10.1K
$344K
|
|
|
Oct 17, 2025
Q3 2025
|
Kw Wealth Management LLC
Sacramento, CA |
BUY
|
- |
7.12KNew |
$237K - $242K
|
7.12K
$242K
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-3.17K- 30.18% |
$106K - $108K
|
7.34K
$249K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
235New |
$7.82K - $7.99K
|
235
$7.98K
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-21K- 39.18% |
$700K - $716K
|
32.7K
$1.11M
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
849New |
$28.2K - $28.9K
|
849
$28.8K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
34.5K+ 14.03% |
$1.15M - $1.17M
|
281K
$9.53M
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-596- 31.07% |
$19.8K - $20.3K
|
1.32K
$44.9K
|
|
|
Oct 16, 2025
Q3 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
75.9K+ 6.16% |
$2.52M - $2.58M
|
1.31M
$44.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Sws Partners
|
SELL
|
- |
-776- 4.69% |
$25.8K - $26.4K
|
15.8K
$535K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1.57KNew |
$52.3K - $53.5K
|
1.57K
$53.4K
|
|
|
Oct 16, 2025
Q3 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
7.13K+ 4.42% |
$237K - $242K
|
168K
$5.72M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
28.8K+ 2.65% |
$959K - $980K
|
1.12M
$37.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-701- 0.47% |
$23.3K - $23.8K
|
148K
$5.01M
|
|
|
Oct 15, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-901- 7.18% |
$30K - $30.6K
|
11.6K
$395K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-11.1K- 11.7% |
$369K - $378K
|
83.8K
$2.84M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
94+ 1.17% |
$3.13K - $3.2K
|
8.16K
$277K
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.99K+ 5.08% |
$66.3K - $67.8K
|
41.2K
$1.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
320+ 3.69% |
$10.6K - $10.9K
|
9K
$305K
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
886+ 1.56% |
$29.5K - $30.1K
|
57.8K
$1.96M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-50.9K- 12.51% |
$1.69M - $1.73M
|
356K
$12.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-1.12K- 15.94% |
$37.2K - $38.1K
|
5.9K
$200K
|
|
|
Oct 15, 2025
Q3 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
560+ 1.83% |
$18.6K - $19K
|
31.2K
$1.06M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-339- 5.04% |
$11.3K - $11.5K
|
6.39K
$217K
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
282KNew |
$9.37M - $9.58M
|
282K
$9.56M
|
|
|
Oct 14, 2025
Q3 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-3.02K- 6.67% |
$100K - $103K
|
42.2K
$1.43M
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-15- 0.11% |
$499 - $510
|
14.2K
$483K
|