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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
20.7K+ 32.38% |
$672K - $689K
|
84.6K
$2.83M
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
2.37K+ 6.31% |
$77K - $78.9K
|
39.9K
$1.33M
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
6.57K+ 4.6% |
$213K - $219K
|
149K
$5M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.28K+ 1.32% |
$73.9K - $75.8K
|
175K
$5.85M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-8K- 4.02% |
$260K - $266K
|
191K
$6.39M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-55.8K- 50.18% |
$1.81M - $1.86M
|
55.4K
$1.85M
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
42.5KNew |
$1.38M - $1.41M
|
42.5K
$1.42M
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
4.44K+ 2.12% |
$144K - $148K
|
214K
$7.14M
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
65+ 0.54% |
$2.11K - $2.16K
|
12K
$403K
|
|
|
Apr 23, 2025
Q1 2025
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
118KNew |
$3.83M - $3.93M
|
118K
$3.94M
|
|
|
Apr 23, 2025
Q1 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-2.44K- 4.98% |
$79.4K - $81.3K
|
46.6K
$1.56M
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-4.12K- 5.5% |
$134K - $137K
|
70.7K
$2.36M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-3.66K- 13.4% |
$119K - $122K
|
23.7K
$791K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
24.7K+ 43.98% |
$802K - $822K
|
80.8K
$2.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
5.59K+ 6.4% |
$182K - $186K
|
92.9K
$3.11M
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
SELL
|
- |
-100- 0.24% |
$3.25K - $3.33K
|
42.4K
$1.42M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
12.2KNew |
$395K - $405K
|
12.2K
$406K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
998+ 11.56% |
$32.4K - $33.2K
|
9.63K
$322K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.84K- 16.36% |
$59.8K - $61.2K
|
9.4K
$314K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
7.51K+ 6.33% |
$244K - $250K
|
126K
$4.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
SELL
|
- |
-594K- 90.47% |
$19.3M - $19.8M
|
62.6K
$2.09M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
18+ 0.18% |
$585 - $599
|
9.92K
$332K
|
|
|
Apr 23, 2025
Q1 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
66.2KNew |
$2.15M - $2.2M
|
66.2K
$2.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-14.1K- 1.03% |
$459K - $471K
|
1.35M
$45.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
11.1K+ 4.21% |
$361K - $370K
|
275K
$9.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-58.5K- 54.51% |
$1.9M - $1.95M
|
48.8K
$1.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-18.8K- 26.47% |
$611K - $627K
|
52.3K
$1.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
7.38K+ 4.72% |
$240K - $246K
|
164K
$5.48M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
10.8K+ 2.01% |
$351K - $360K
|
548K
$18.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
510+ 0.31% |
$16.6K - $17K
|
166K
$5.55M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20.6K+ 29.7% |
$671K - $687K
|
90.1K
$3.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
45.1K+ 21.93% |
$1.47M - $1.5M
|
251K
$8.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
12.1K+ 6.81% |
$392K - $402K
|
189K
$6.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
28.3K+ 85.72% |
$920K - $943K
|
61.3K
$2.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.31K+ 8.97% |
$42.5K - $43.6K
|
15.9K
$532K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.63K+ 56.69% |
$150K - $154K
|
12.8K
$428K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-292- 68.07% |
$9.49K - $9.72K
|
137
$4.58K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
290+ 0.37% |
$9.43K - $9.66K
|
77.7K
$2.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
6.07K+ 17.37% |
$197K - $202K
|
41K
$1.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
22.5KNew |
$730K - $748K
|
22.5K
$751K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-336- 78.14% |
$10.9K - $11.2K
|
94
$3.14K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-29- 0.11% |
$943 - $966
|
27.2K
$910K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
140K+ 62.48% |
$4.54M - $4.65M
|
363K
$12.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-20.8K- 36.3% |
$677K - $694K
|
36.6K
$1.22M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-2.03K- 9.62% |
$65.9K - $67.5K
|
19K
$637K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
11New |
$358 - $366
|
11
$368
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
184K+ 5.74% |
$5.98M - $6.12M
|
3.39M
$113M
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-515- 8.71% |
$16.7K - $17.1K
|
5.4K
$180K
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-2.19K- 3.48% |
$71.2K - $73K
|
60.8K
$2.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-4.91K- 29.88% |
$160K - $164K
|
11.5K
$386K
|