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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.61K- 15.6% |
$49.6K - $52.8K
|
8.69K
$288K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-815- 46.84% |
$25.2K - $26.8K
|
925
$30.6K
|
|
|
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
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-1- 0.4% |
$30.9 - $32.9
|
250
$8.28K
|
|
| 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
$2.23M
|
|
|
May 28, 2025
Q3 2023
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-10KClosed |
$314K - $323K
|
0
$0
|
|
|
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
$298K
|
|
|
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
$211K
|
|
|
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
$563
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-72- 8.26% |
$2.26K - $2.32K
|
800
$26.5K
|
|
| 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
$99.3
|
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-3- 0.03% |
$95.9 - $98
|
9.54K
$316K
|
|
| Q1 2023 | |||||||
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-23.9K- 13.83% |
$756K - $784K
|
149K
$4.92M
|
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-22.2K- 56.94% |
$703K - $729K
|
16.8K
$556K
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-15.7K- 50.29% |
$497K - $515K
|
15.5K
$513K
|
|
|
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
$659K
|
|
|
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
$710K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-48.2K- 22.38% |
$1.48M - $1.56M
|
167K
$5.53M
|
|
|
May 18, 2023
Q4 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-34.7K- 45.18% |
$1.07M - $1.12M
|
42.1K
$1.39M
|
|
|
Jan 13, 2023
Q4 2022
|
Stewardship Advisors, LLC
|
SELL
|
- |
-32K- 12.62% |
$984K - $1.04M
|
222K
$7.33M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-7.01K- 43.7% |
$215K - $227K
|
9.02K
$299K
|
|
|
Jan 19, 2023
Q4 2022
|
Melone Private Wealth, LLC
|
SELL
|
- |
-3.18K- 18.45% |
$97.8K - $103K
|
14.1K
$466K
|
|
|
Jan 17, 2023
Q4 2022
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-2.78K- 9.11% |
$85.3K - $89.8K
|
27.7K
$916K
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Cs Group, LLC
|
SELL
|
- |
-680- 9.45% |
$20.9K - $22K
|
6.52K
$216K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-432- 92.11% |
$13.3K - $14K
|
37
$1.22K
|
|
|
Feb 10, 2023
Q4 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-424- 5.15% |
$13K - $13.7K
|
7.82K
$259K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-288- 4.29% |
$8.85K - $9.32K
|
6.42K
$213K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-204- 0.81% |
$6.27K - $6.6K
|
24.9K
$824K
|
|
|
Jan 13, 2023
Q4 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-139- 1.93% |
$4.27K - $4.5K
|
7.08K
$234K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-70- 84.34% |
$2.15K - $2.27K
|
13
$430
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-36- 11.39% |
$1.11K - $1.16K
|
280
$9.27K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-12.6K- 44.25% |
$393K - $421K
|
15.9K
$527K
|
|
|
Oct 21, 2022
Q3 2022
|
Straight Path Wealth Management
|
SELL
|
- |
-5.87K- 5.52% |
$183K - $196K
|
100K
$3.33M
|
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-4.17K- 6.51% |
$130K - $139K
|
59.9K
$1.98M
|
|
|
Oct 13, 2022
Q3 2022
|
Peterson Wealth Management
|
SELL
|
- |
-2K- 3.45% |
$62.1K - $66.6K
|
55.8K
$1.85M
|
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.17K- 13.37% |
$36.3K - $38.9K
|
7.55K
$250K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-585- 16.46% |
$18.2K - $19.5K
|
2.97K
$98.2K
|
|