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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
7.86K+ 7.06% |
$254K - $265K
|
119K
$3.93M
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
2.16K+ 4.2% |
$69.7K - $72.8K
|
53.5K
$1.77M
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
11.4K+ 10.48% |
$368K - $384K
|
120K
$3.96M
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
735K+ 1451.72% |
$23.8M - $24.8M
|
786K
$25.9M
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-168- 4.66% |
$5.44K - $5.68K
|
3.44K
$113K
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-7.19K- 13.63% |
$233K - $243K
|
45.5K
$1.5M
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-7.95K- 1.14% |
$257K - $268K
|
687K
$22.7M
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
80.9K+ 72.97% |
$2.62M - $2.73M
|
192K
$6.33M
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-5.2K- 2.66% |
$168K - $175K
|
190K
$6.28M
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
13.4K+ 120.75% |
$433K - $452K
|
24.4K
$807K
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-28.5K- 46.38% |
$923K - $964K
|
33K
$1.09M
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-1.99K- 1.3% |
$64.3K - $67.2K
|
151K
$4.98M
|
|
Nov 12, 2024
Q3 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
7.81K+ 7.75% |
$253K - $264K
|
109K
$3.59M
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
6.13KNew |
$198K - $207K
|
6.13K
$202K
|
|
Nov 12, 2024
Q3 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
3.74K+ 5.95% |
$121K - $126K
|
66.7K
$2.2M
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-12.1K- 15.56% |
$390K - $407K
|
65.4K
$2.16M
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
10.7K+ 158.85% |
$345K - $361K
|
17.4K
$575K
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.42K+ 25.47% |
$46K - $48K
|
7.01K
$231K
|
|
Nov 08, 2024
Q3 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-3.59K- 7.54% |
$116K - $121K
|
44K
$1.45M
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
839+ 5.35% |
$27.2K - $28.3K
|
16.5K
$546K
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
54+ 0.98% |
$1.75K - $1.82K
|
5.56K
$184K
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
21K+ 17.06% |
$679K - $709K
|
144K
$4.76M
|
|
Nov 08, 2024
Q3 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
58.8KNew |
$1.9M - $1.99M
|
58.8K
$1.94M
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-8- 0.06% |
$259 - $270
|
12.9K
$425K
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
232+ 1.68% |
$7.51K - $7.84K
|
14K
$463K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
453+ 25.46% |
$14.7K - $15.3K
|
2.23K
$73.7K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.3K+ 16.39% |
$430K - $449K
|
94.4K
$3.12M
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.37KNew |
$44.4K - $46.4K
|
1.37K
$45.4K
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
27.5KNew |
$889K - $928K
|
27.5K
$907K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.52M+ 7.76% |
$81.5M - $85.1M
|
35M
$1.16B
|
|
Nov 08, 2024
Q3 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
1.35K+ 2.58% |
$43.7K - $45.6K
|
53.7K
$1.77M
|
|
Nov 08, 2024
Q3 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
3.74K+ 19.89% |
$121K - $126K
|
22.5K
$744K
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-812- 11.98% |
$26.3K - $27.4K
|
5.97K
$197K
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3New |
$97.1 - $101
|
3
$99.1
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-120- 52.63% |
$3.88K - $4.05K
|
108
$3.57K
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
126+ 1.36% |
$4.08K - $4.26K
|
9.37K
$309K
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.55K+ 6.12% |
$50.1K - $52.3K
|
26.9K
$888K
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
428New |
$13.9K - $14.5K
|
428
$14.1K
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-578- 7.95% |
$18.7K - $19.5K
|
6.69K
$221K
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
BUY
|
- |
54.5K+ 11.08% |
$1.76M - $1.84M
|
547K
$18.1M
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-2.88K- 10.61% |
$93.1K - $97.2K
|
24.2K
$801K
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1.03K- 13.03% |
$33.2K - $34.6K
|
6.84K
$226K
|
|
Nov 07, 2024
Q3 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
19.4KNew |
$627K - $654K
|
19.4K
$640K
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
678+ 374.59% |
$21.9K - $22.9K
|
859
$28.4K
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-7.51K- 30.4% |
$243K - $254K
|
17.2K
$568K
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.14K+ 8.69% |
$36.8K - $38.4K
|
14.2K
$470K
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
4.61KNew |
$149K - $156K
|
4.61K
$152K
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-56- 1.08% |
$1.81K - $1.89K
|
5.15K
$170K
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
23.5K+ 10.18% |
$760K - $793K
|
254K
$8.4M
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1.82K+ 2.98% |
$58.7K - $61.3K
|
62.8K
$2.07M
|