Latest Institutional Sells of Spdr Portfolio Intermediate Te (SPIB)
This list provides information on the latest institutional transactions involving Spdr Portfolio Intermediate Te (SPIB) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-800- 50.22% |
$25.9K - $26.3K
|
793
$26.2K
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-541- 0.3% |
$17.5K - $17.8K
|
177K
$5.86M
|
|
Apr 30, 2024
Q1 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-383- 3.93% |
$12.4K - $12.6K
|
9.36K
$309K
|
|
Apr 09, 2024
Q1 2024
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-319- 0.95% |
$10.3K - $10.5K
|
33.2K
$1.1M
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-200- 74.07% |
$6.48K - $6.58K
|
70
$2.31K
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-92- 5.81% |
$2.98K - $3.03K
|
1.49K
$49.3K
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1- 0.49% |
$32.4 - $32.9
|
202
$6.67K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-871K- 99.26% |
$26.9M - $28.7M
|
6.52K
$215K
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-22.6K- 34.7% |
$699K - $743K
|
42.5K
$1.4M
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-21.2K- 9.97% |
$654K - $696K
|
191K
$6.32M
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-18.7K- 20.13% |
$576K - $613K
|
74K
$2.44M
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-13.6K- 40.5% |
$420K - $447K
|
20K
$660K
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-6.57K- 4.96% |
$203K - $216K
|
126K
$4.16M
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-6.08K- 54.99% |
$188K - $200K
|
4.98K
$164K
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-5K- 21.27% |
$155K - $164K
|
18.5K
$611K
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.61K- 15.6% |
$49.6K - $52.8K
|
8.69K
$287K
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-815- 46.84% |
$25.2K - $26.8K
|
925
$30.6K
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-304- 12.64% |
$9.4K - $10K
|
2.1K
$69.4K
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-100- 0.78% |
$3.09K - $3.29K
|
12.7K
$420K
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-36- 0.1% |
$1.11K - $1.18K
|
35.7K
$1.18M
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-36- 0.53% |
$1.11K - $1.18K
|
6.72K
$222K
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-4- 15.38% |
$124 - $132
|
22
$727
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-1- 0.4% |
$30.9 - $32.9
|
250
$8.26K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-5.73MClosed |
$180M - $185M
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-216K- 76.21% |
$6.77M - $6.96M
|
67.3K
$2.22M
|
|
Oct 10, 2023
Q3 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-4.35K- 39.3% |
$137K - $140K
|
6.72K
$222K
|
|
Nov 13, 2023
Q3 2023
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-2K- 18.18% |
$62.8K - $64.5K
|
9K
$297K
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.86K- 60.74% |
$58.5K - $60.1K
|
1.2K
$39.8K
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.35K- 10.75% |
$42.3K - $43.5K
|
11.2K
$370K
|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-196- 2.99% |
$6.15K - $6.32K
|
6.37K
$210K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-102- 18.68% |
$3.2K - $3.29K
|
444
$14.7K
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-86- 83.5% |
$2.7K - $2.77K
|
17
$562
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-72- 8.26% |
$2.26K - $2.32K
|
800
$26.4K
|
|
Q2 2023 | |||||||
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2.67K- 32.97% |
$85.4K - $87.3K
|
5.44K
$180K
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-608Closed |
$19.4K - $19.9K
|
0
$0
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-333- 4.06% |
$10.6K - $10.9K
|
7.87K
$260K
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-149- 78.01% |
$4.76K - $4.87K
|
42
$1.39K
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-38- 0.59% |
$1.21K - $1.24K
|
6.39K
$211K
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-5- 62.5% |
$160 - $163
|
3
$99.1
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-3- 0.03% |
$95.9 - $98
|
9.54K
$315K
|
|
Q1 2023 | |||||||
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-23.9K- 13.83% |
$756K - $784K
|
149K
$4.91M
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-22.2K- 56.94% |
$703K - $729K
|
16.8K
$555K
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-15.7K- 50.29% |
$497K - $515K
|
15.5K
$512K
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-14.3KClosed |
$452K - $469K
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-4.83K- 19.52% |
$153K - $159K
|
19.9K
$658K
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.64K- 25.41% |
$51.9K - $53.8K
|
4.81K
$159K
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
SELL
|
- |
-540- 64.13% |
$17.1K - $17.7K
|
302
$9.98K
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-230- 98.29% |
$7.28K - $7.55K
|
4
$132
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-54- 5.57% |
$1.71K - $1.77K
|
916
$30.3K
|
|
Q4 2022 | |||||||
Jan 19, 2023
Q4 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-67.2K- 75.79% |
$2.07M - $2.17M
|
21.5K
$709K
|