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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-54- 2.78% |
$1.76K - $1.82K
|
1.89K
$62.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-256- 3.74% |
$8.36K - $8.62K
|
6.59K
$219K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
693+ 10.54% |
$22.6K - $23.3K
|
7.27K
$241K
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
3.06K+ 13.6% |
$99.8K - $103K
|
25.5K
$849K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
2.03K+ 6.79% |
$66.2K - $68.3K
|
31.9K
$1.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1New |
$32.7 - $33.7
|
1
$33.2
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
20.3K+ 42.38% |
$663K - $684K
|
68.2K
$2.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.13K+ 3.26% |
$69.7K - $71.9K
|
67.6K
$2.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
37.5K+ 20.16% |
$1.23M - $1.26M
|
224K
$7.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.16K+ 15.51% |
$37.8K - $39K
|
8.63K
$287K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-426- 2.47% |
$13.9K - $14.3K
|
16.8K
$560K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
84+ 0.9% |
$2.74K - $2.83K
|
9.45K
$314K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.56K+ 322.57% |
$83.5K - $86.2K
|
3.35K
$111K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
32.1K+ 53.43% |
$1.05M - $1.08M
|
92.3K
$3.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-221- 2.18% |
$7.22K - $7.44K
|
9.9K
$329K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.87K+ 186500.0% |
$60.9K - $62.8K
|
1.87K
$62K
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
12.3KNew |
$400K - $413K
|
12.3K
$407K
|
|
|
Feb 10, 2025
Q4 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
24.1K+ 11.9% |
$786K - $811K
|
226K
$7.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-10.7K- 64.62% |
$349K - $360K
|
5.85K
$194K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-8- 0.42% |
$261 - $269
|
1.89K
$62.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
25KNew |
$815K - $841K
|
25K
$830K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
173New |
$5.65K - $5.83K
|
173
$5.75K
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
28.5KNew |
$932K - $961K
|
28.5K
$948K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.4K- 0.95% |
$406K - $419K
|
1.29M
$43M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-4- 0.08% |
$131 - $135
|
5.25K
$174K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
794KNew |
$25.9M - $26.8M
|
794K
$26.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2.78K+ 4.07% |
$90.9K - $93.8K
|
71.2K
$2.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
2.17K+ 2.83% |
$70.9K - $73.1K
|
78.9K
$2.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.22K+ 24.59% |
$72.4K - $74.7K
|
11.2K
$373K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
178K+ 6.56% |
$5.8M - $5.98M
|
2.88M
$95.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
53+ 0.89% |
$1.73K - $1.79K
|
6.02K
$200K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
78.5K+ 28.72% |
$2.56M - $2.64M
|
352K
$11.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-113K- 24.42% |
$3.67M - $3.79M
|
348K
$11.6M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-48.9K- 18.91% |
$1.6M - $1.65M
|
210K
$6.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
1.5M+ 44.59% |
$48.9M - $50.5M
|
4.86M
$162M
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
2.02K+ 1.3% |
$65.9K - $68K
|
158K
$5.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
SELL
|
- |
-7.4K- 38.18% |
$241K - $249K
|
12K
$398K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
251K+ 8.02% |
$8.18M - $8.44M
|
3.38M
$112M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.67K+ 1.46% |
$54.4K - $56.1K
|
116K
$3.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
349+ 4.33% |
$11.4K - $11.8K
|
8.4K
$279K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
5.73K+ 10.76% |
$187K - $193K
|
59K
$1.96M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.07M- 2.41% |
$35.1M - $36.2M
|
43.5M
$1.45B
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
78.1K+ 65.25% |
$2.55M - $2.63M
|
198K
$6.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
SELL
|
- |
-90.3K- 77.44% |
$2.95M - $3.04M
|
26.3K
$874K
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
BUY
|
- |
26.4K+ 3.37% |
$861K - $889K
|
808K
$26.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
7.77K+ 6.82% |
$254K - $262K
|
122K
$4.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
138New |
$4.51K - $4.65K
|
138
$4.59K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
15.5K+ 28.25% |
$505K - $521K
|
70.3K
$2.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-27.9K- 28.74% |
$911K - $940K
|
69.2K
$2.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
990KNew |
$32.3M - $33.3M
|
990K
$32.9M
|