Latest Institutional Purchases of Spdr Portfolio Intermediate Te (SPIB)
This list provides information on the latest institutional transactions involving Spdr Portfolio Intermediate Te (SPIB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 05, 2024
Q4 2023
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
11.3KNew |
$350K - $373K
|
11.3K
$374K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
9.58KNew |
$296K - $315K
|
9.58K
$316K
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
7.86KNew |
$243K - $259K
|
7.86K
$260K
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
7.34KNew |
$227K - $241K
|
7.34K
$242K
|
|
|
Feb 08, 2024
Q4 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
6.8KNew |
$210K - $224K
|
6.8K
$225K
|
|
|
Jan 31, 2024
Q4 2023
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
6.61KNew |
$204K - $217K
|
6.61K
$218K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.99K+ 0.93% |
$92.4K - $98.3K
|
325K
$10.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
2.66KNew |
$82.3K - $87.6K
|
2.66K
$88K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
2.38KNew |
$73.7K - $78.4K
|
2.38K
$78.7K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.82K+ 1.1% |
$56.3K - $59.9K
|
167K
$5.52M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.12KNew |
$34.7K - $36.9K
|
1.12K
$37K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.1KNew |
$34K - $36.2K
|
1.1K
$36.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.1KNew |
$33.9K - $36K
|
1.1K
$36.2K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
885New |
$27.4K - $29.1K
|
885
$29.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
880New |
$27.2K - $28.9K
|
880
$29.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
484New |
$15K - $15.9K
|
484
$16K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
450New |
$13.9K - $14.8K
|
450
$14.9K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
204+ 10200.0% |
$6.31K - $6.71K
|
206
$6.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
144New |
$4.45K - $4.74K
|
144
$4.76K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
9+ 1.49% |
$278 - $296
|
613
$20.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$30.9 - $32.9
|
1
$33
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
268KNew |
$8.4M - $8.63M
|
268K
$8.84M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
195KNew |
$6.11M - $6.28M
|
195K
$6.43M
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
110KNew |
$3.46M - $3.55M
|
110K
$3.64M
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
41.6K+ 202.16% |
$1.3M - $1.34M
|
62.1K
$2.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
16.9KNew |
$529K - $544K
|
16.9K
$557K
|
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
12.6KNew |
$395K - $405K
|
12.6K
$415K
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
8.72KNew |
$274K - $281K
|
8.72K
$288K
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
7.21KNew |
$226K - $233K
|
7.21K
$238K
|
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.39K+ 81.82% |
$43.7K - $44.9K
|
3.09K
$102K
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
999New |
$31.4K - $32.2K
|
999
$33K
|
|
|
Oct 26, 2023
Q3 2023
|
Family Capital Trust CO
|
BUY
|
- |
373New |
$11.7K - $12K
|
373
$12.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
276New |
$8.67K - $8.9K
|
276
$9.12K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
254+ 1.73% |
$7.98K - $8.19K
|
15K
$494K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
192New |
$6.03K - $6.19K
|
192
$6.34K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
92New |
$2.89K - $2.97K
|
92
$3.04K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
43+ 0.51% |
$1.35K - $1.39K
|
8.47K
$280K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
19New |
$597 - $613
|
19
$628
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
10New |
$314 - $323
|
10
$330
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
10New |
$314 - $323
|
10
$330
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1New |
$31.4 - $32.3
|
1
$33
|
|
| Q2 2023 | |||||||
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
70.4K+ 15.54% |
$2.25M - $2.3M
|
524K
$17.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
66.7KNew |
$2.13M - $2.18M
|
66.7K
$2.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
36.7KNew |
$1.17M - $1.2M
|
36.7K
$1.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
11.8K+ 10.52% |
$376K - $385K
|
124K
$4.09M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
9.34KNew |
$298K - $305K
|
9.34K
$308K
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
9.26KNew |
$296K - $302K
|
9.26K
$306K
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
8.49KNew |
$271K - $277K
|
8.49K
$281K
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
7.63KNew |
$244K - $249K
|
7.63K
$252K
|
|
|
Jul 24, 2023
Q2 2023
|
Newport Capital Group, LLC
|
BUY
|
- |
6.87KNew |
$220K - $225K
|
6.87K
$227K
|
|