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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
29.4K+ 23.13% |
$959K - $987K
|
157K
$5.32M
|
|
|
Aug 08, 2025
Q2 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
77.2K+ 25.4% |
$2.52M - $2.59M
|
381K
$12.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
728+ 0.09% |
$23.7K - $24.4K
|
823K
$27.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
BUY
|
- |
57.3K+ 8.87% |
$1.87M - $1.92M
|
703K
$23.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-683- 76.14% |
$22.3K - $22.9K
|
214
$7.27K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
31.8K+ 7.52% |
$1.04M - $1.07M
|
455K
$15.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-41.4K- 3.67% |
$1.35M - $1.39M
|
1.09M
$36.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.57K- 3.72% |
$51.3K - $52.8K
|
40.8K
$1.38M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-51.4K- 0.74% |
$1.68M - $1.73M
|
6.92M
$235M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.54K+ 18.4% |
$213K - $220K
|
42.1K
$1.43M
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.89K+ 6.04% |
$61.7K - $63.5K
|
33.2K
$1.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
65.3K+ 15.39% |
$2.13M - $2.19M
|
489K
$16.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-15.1K- 12.01% |
$494K - $509K
|
111K
$3.77M
|
|
|
Aug 07, 2025
Q2 2025
|
F Dx Advisors, Inc.
|
BUY
|
- |
242+ 0.13% |
$7.89K - $8.13K
|
185K
$6.28M
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
BUY
|
- |
9.99KNew |
$326K - $335K
|
9.99K
$339K
|
|
|
Aug 07, 2025
Q2 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-828- 3.93% |
$27K - $27.8K
|
20.2K
$687K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-443- 4.56% |
$14.5K - $14.9K
|
9.28K
$315K
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
100New |
$3.26K - $3.36K
|
100
$3.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.84K- 14.12% |
$60.1K - $61.9K
|
11.2K
$381K
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-3.13K- 4.77% |
$102K - $105K
|
62.4K
$2.12M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
18.6K+ 21.56% |
$606K - $624K
|
105K
$3.55M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.86K+ 10.69% |
$158K - $163K
|
50.3K
$1.71M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.49K- 0.81% |
$48.5K - $49.9K
|
182K
$6.18M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-91- 1.27% |
$2.97K - $3.06K
|
7.07K
$240K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
9.51KNew |
$310K - $319K
|
9.51K
$323K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-18- 43.9% |
$587 - $604
|
23
$781
|
|
|
Aug 06, 2025
Q2 2025
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
4.81K+ 4.08% |
$157K - $162K
|
123K
$4.17M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.36K+ 4.26% |
$77K - $79.3K
|
57.7K
$1.96M
|
|
|
Aug 06, 2025
Q2 2025
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
7.65K+ 10.35% |
$249K - $257K
|
81.5K
$2.77M
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
7.57KNew |
$247K - $254K
|
7.57K
$257K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
12K+ 15.06% |
$391K - $403K
|
91.6K
$3.11M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.53K+ 5.46% |
$49.9K - $51.3K
|
29.5K
$1M
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
27.5K+ 133.34% |
$897K - $923K
|
48.1K
$1.63M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
894KNew |
$29.2M - $30M
|
894K
$30.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-178K- 33.33% |
$5.79M - $5.96M
|
355K
$12.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-19.7K- 2.87% |
$642K - $661K
|
667K
$22.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.29K+ 3.8% |
$238K - $245K
|
199K
$6.77M
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-14- 11.11% |
$457 - $470
|
112
$3.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
831New |
$27.1K - $27.9K
|
831
$28.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
346New |
$11.3K - $11.6K
|
346
$11.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
234K+ 35.33% |
$7.62M - $7.84M
|
894K
$30.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.89K+ 507.07% |
$257K - $265K
|
9.45K
$321K
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.14K+ 1.87% |
$37.3K - $38.4K
|
62.3K
$2.12M
|
|
|
Aug 05, 2025
Q2 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
3.71K+ 2.96% |
$121K - $125K
|
129K
$4.38M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.3K+ 60.01% |
$42.4K - $43.7K
|
3.47K
$118K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
SELL
|
- |
-2.11K- 1.0% |
$69K - $71K
|
210K
$7.14M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-5.44K- 15.39% |
$177K - $183K
|
29.9K
$1.01M
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
9.53K+ 11.79% |
$311K - $320K
|
90.4K
$3.07M
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
10.2K+ 17.05% |
$332K - $342K
|
69.9K
$2.37M
|
|
|
Aug 04, 2025
Q2 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
80.2K+ 4.99% |
$2.62M - $2.69M
|
1.69M
$57.3M
|