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 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-7.38K- 18.54% |
$240K - $246K
|
32.4K
$1.07M
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-44- 2.33% |
$1.43K - $1.47K
|
1.84K
$61K
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-3.5K- 5.63% |
$114K - $116K
|
58.6K
$1.94M
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
31.5K+ 4.29% |
$1.02M - $1.05M
|
766K
$25.4M
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-2.22K- 7.12% |
$72.2K - $74K
|
29K
$959K
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
20+ 0.19% |
$650 - $666
|
10.5K
$348K
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-33- 84.62% |
$1.07K - $1.1K
|
6
$199
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-1.6K- 20.6% |
$51.9K - $53.2K
|
6.16K
$204K
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-31.2K- 45.06% |
$1.01M - $1.04M
|
38K
$1.26M
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
37.2K+ 73.29% |
$1.21M - $1.24M
|
87.9K
$2.91M
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
28.7K+ 3.9% |
$932K - $955K
|
765K
$25.3M
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.77K+ 15.51% |
$155K - $159K
|
35.5K
$1.18M
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
18.5K+ 27.09% |
$600K - $615K
|
86.6K
$2.87M
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-440- 45.31% |
$14.3K - $14.7K
|
531
$17.6K
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-492- 1.66% |
$16K - $16.4K
|
29.1K
$962K
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-278- 63.91% |
$9.04K - $9.26K
|
157
$5.2K
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
6.67K+ 5.36% |
$217K - $222K
|
131K
$4.34M
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
9.19KNew |
$299K - $306K
|
9.19K
$304K
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-928- 5.73% |
$30.2K - $30.9K
|
15.3K
$505K
|
|
May 01, 2025
Q1 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
14.6K+ 10.81% |
$475K - $486K
|
150K
$4.95M
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-5.14K- 2.12% |
$167K - $171K
|
237K
$7.86M
|
|
May 01, 2025
Q1 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
1.18K+ 0.64% |
$38.2K - $39.2K
|
185K
$6.11M
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3.69K+ 31.54% |
$120K - $123K
|
15.4K
$510K
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-14.3K- 7.2% |
$466K - $477K
|
185K
$6.11M
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-15.3K- 22.23% |
$496K - $509K
|
53.4K
$1.77M
|
|
May 01, 2025
Q1 2025
|
Alaska Permanent Capital Management
|
BUY
|
- |
1.48K+ 2.95% |
$48.1K - $49.3K
|
51.6K
$1.71M
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
87+ 3.59% |
$2.83K - $2.9K
|
2.51K
$83.1K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
101K+ 8.43% |
$3.29M - $3.37M
|
1.3M
$43M
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
3.46K+ 521.12% |
$112K - $115K
|
4.12K
$136K
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2+ 0.11% |
$65 - $66.6
|
1.87K
$61.8K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.54K+ 2.97% |
$180K - $185K
|
192K
$6.36M
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-948- 2.0% |
$30.8K - $31.6K
|
46.5K
$1.54M
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
22+ 115.79% |
$715 - $733
|
41
$1.36K
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-47.3K- 22.54% |
$1.54M - $1.57M
|
162K
$5.38M
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.91K- 0.74% |
$62.1K - $63.6K
|
255K
$8.44M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.65K+ 1.11% |
$53.6K - $54.9K
|
150K
$4.96M
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
45+ 0.66% |
$1.46K - $1.5K
|
6.84K
$226K
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-8.57K- 7.05% |
$279K - $285K
|
113K
$3.74M
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-33.2K- 35.98% |
$1.08M - $1.11M
|
59.1K
$1.96M
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-72- 3.27% |
$2.34K - $2.4K
|
2.13K
$70.4K
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
5+ 0.75% |
$163 - $167
|
675
$22.3K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-17.1K- 8.54% |
$557K - $571K
|
183K
$6.07M
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
11.9K+ 2.69% |
$385K - $395K
|
453K
$15M
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-3.76K- 1.33% |
$122K - $125K
|
278K
$9.19M
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
11+ 0.17% |
$358 - $366
|
6.63K
$220K
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
40.8KNew |
$1.33M - $1.36M
|
40.8K
$1.35M
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-59.7K- 7.44% |
$1.94M - $1.99M
|
743K
$24.6M
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
183New |
$5.95K - $6.09K
|
183
$6.06K
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-553- 6.49% |
$18K - $18.4K
|
7.97K
$264K
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
7.38K+ 8.96% |
$240K - $246K
|
89.8K
$2.97M
|