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 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.06K- 0.65% |
$34.2K - $35.7K
|
162K
$5.36M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9.26K+ 8047.83% |
$299K - $313K
|
9.37K
$309K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
16.3K+ 37.72% |
$529K - $552K
|
59.7K
$1.97M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
21.8K+ 19.58% |
$706K - $737K
|
133K
$4.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.3KNew |
$42.1K - $43.9K
|
1.3K
$42.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
15.2K+ 28.58% |
$492K - $514K
|
68.4K
$2.26M
|
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
45.8K+ 3.57% |
$1.48M - $1.55M
|
1.33M
$43.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-128- 38.79% |
$4.14K - $4.32K
|
202
$6.67K
|
|
|
Oct 16, 2024
Q3 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
47.4K+ 49.77% |
$1.54M - $1.6M
|
143K
$4.72M
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-18- 0.14% |
$582 - $608
|
12.6K
$418K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
23.4K+ 51.51% |
$756K - $789K
|
68.7K
$2.27M
|
|
|
Oct 16, 2024
Q3 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
482+ 0.17% |
$15.6K - $16.3K
|
291K
$9.61M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-15.1K- 5.29% |
$488K - $509K
|
270K
$8.92M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
17.6K+ 8.98% |
$569K - $594K
|
213K
$7.05M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
77.7K+ 11.0% |
$2.51M - $2.62M
|
784K
$25.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.77K- 2.14% |
$89.6K - $93.5K
|
127K
$4.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-5.52K- 19.46% |
$179K - $186K
|
22.8K
$755K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
14K+ 24.17% |
$454K - $474K
|
72K
$2.38M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-325- 3.62% |
$10.5K - $11K
|
8.66K
$286K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
22.6K+ 137.99% |
$730K - $762K
|
38.9K
$1.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
3.64K+ 7.63% |
$118K - $123K
|
51.3K
$1.69M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
663+ 22.23% |
$21.5K - $22.4K
|
3.65K
$120K
|
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
7.05KNew |
$228K - $238K
|
7.05K
$233K
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-8.43K- 10.2% |
$273K - $285K
|
74.3K
$2.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
BUY
|
- |
1.11K+ 0.96% |
$35.8K - $37.3K
|
117K
$3.85M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
352+ 2.09% |
$11.4K - $11.9K
|
17.2K
$567K
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-261- 0.65% |
$8.45K - $8.82K
|
39.7K
$1.31M
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
16.1K+ 2.53% |
$521K - $544K
|
652K
$21.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
20.5K+ 36.4% |
$663K - $692K
|
76.8K
$2.54M
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.03K+ 1.4% |
$65.8K - $68.7K
|
148K
$4.88M
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-338K- 47.04% |
$10.9M - $11.4M
|
381K
$12.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
161K+ 103.62% |
$5.2M - $5.43M
|
316K
$10.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
146+ 0.58% |
$4.72K - $4.93K
|
25.3K
$836K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-217K- 3.04% |
$7.03M - $7.34M
|
6.93M
$229M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.97K+ 145.54% |
$96.2K - $100K
|
5.01K
$166K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
304K+ 9.15% |
$9.85M - $10.3M
|
3.63M
$120M
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
30.7K+ 4.83% |
$994K - $1.04M
|
667K
$22M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-29- 2.02% |
$938 - $980
|
1.41K
$46.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.66K+ 1.52% |
$53.8K - $56.1K
|
111K
$3.66M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.49K- 7.98% |
$48.3K - $50.4K
|
17.2K
$569K
|
|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
24.5KNew |
$792K - $826K
|
24.5K
$808K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
9.08KNew |
$294K - $307K
|
9.08K
$300K
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
720+ 11.43% |
$23.3K - $24.3K
|
7.02K
$232K
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
608+ 3.76% |
$19.7K - $20.5K
|
16.8K
$554K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
1.22K+ 14.93% |
$39.4K - $41.2K
|
9.39K
$310K
|
|
|
Oct 09, 2024
Q3 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
10.5K+ 9.12% |
$340K - $355K
|
126K
$4.15M
|
|
|
Oct 09, 2024
Q3 2024
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
40.6KNew |
$1.31M - $1.37M
|
40.6K
$1.34M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
140K+ 11.39% |
$4.54M - $4.74M
|
1.37M
$45.3M
|