Purchases and Sales Made in Q1 2025 in Spdr Portfolio Intermediate Te (SPIB)
This table provides information about the institutional ownership of Spdr Portfolio Intermediate Te (SPIB) during Q1 2025. The information is specifically focused on institutions that hold shares of SPDR PORTFOLIO INTERMEDIATE TE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.18M+ 30.62% |
$38.4M - $39.3M
|
5.04M
$167M
|
|
|
Apr 11, 2025
Q1 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
661KNew |
$21.5M - $22M
|
661K
$22M
|
|
|
Apr 15, 2025
Q1 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
263K+ 18.87% |
$8.55M - $8.76M
|
1.66M
$55.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
257K+ 28.81% |
$8.35M - $8.56M
|
1.15M
$38.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
225K+ 1624.85% |
$7.32M - $7.5M
|
239K
$7.94M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
212KNew |
$6.9M - $7.07M
|
212K
$7.06M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
177K+ 473.64% |
$5.75M - $5.89M
|
214K
$7.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
138K+ 20.82% |
$4.49M - $4.6M
|
801K
$26.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
121K+ 225.0% |
$3.93M - $4.03M
|
175K
$5.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
86.2K+ 24.74% |
$2.8M - $2.87M
|
435K
$14.4M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
68.8K+ 62.53% |
$2.24M - $2.29M
|
179K
$5.95M
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
60.5K+ 233.89% |
$1.96M - $2.01M
|
86.3K
$2.87M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
45.3K+ 8.82% |
$1.47M - $1.51M
|
559K
$18.6M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
43.7K+ 5.56% |
$1.42M - $1.45M
|
830K
$27.6M
|
|
|
Apr 16, 2025
Q1 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
35.1K+ 5.65% |
$1.14M - $1.17M
|
657K
$21.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
32.9K+ 81.18% |
$1.07M - $1.1M
|
73.4K
$2.44M
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
30.9K+ 2.22% |
$1M - $1.03M
|
1.42M
$47.3M
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
27.7K+ 6.26% |
$900K - $922K
|
470K
$15.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
19.4K+ 12.98% |
$630K - $646K
|
169K
$5.61M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
19.4K+ 1.57% |
$629K - $645K
|
1.25M
$41.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
18.7K+ 3.16% |
$607K - $622K
|
609K
$20.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
16.1KNew |
$522K - $535K
|
16.1K
$534K
|
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
14KNew |
$455K - $466K
|
14K
$466K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
13.6K+ 2.52% |
$441K - $452K
|
552K
$18.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
12.4K+ 24.26% |
$403K - $413K
|
63.6K
$2.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
12.1KNew |
$392K - $401K
|
12.1K
$400K
|
|
|
Apr 11, 2025
Q1 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
10.4K+ 3.56% |
$339K - $348K
|
304K
$10.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
9.69KNew |
$315K - $323K
|
9.69K
$322K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
6.9KNew |
$224K - $230K
|
6.9K
$229K
|
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
5.96K+ 1.29% |
$194K - $198K
|
466K
$15.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.47K+ 182266.67% |
$178K - $182K
|
5.47K
$182K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4.77K+ 6.42% |
$155K - $159K
|
79K
$2.63M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.95K+ 33.04% |
$95.9K - $98.3K
|
11.9K
$395K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.88K+ 7.99% |
$61.1K - $62.6K
|
25.4K
$844K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
1.7K+ 5.54% |
$55.2K - $56.5K
|
32.3K
$1.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.51K+ 0.98% |
$49.2K - $50.4K
|
156K
$5.18M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.45K+ 2.88% |
$47.1K - $48.3K
|
51.9K
$1.72M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.17K+ 13.6% |
$38.2K - $39.1K
|
9.8K
$326K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.11K+ 3.16% |
$36K - $36.9K
|
36.1K
$1.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
147+ 2.04% |
$4.78K - $4.9K
|
7.37K
$245K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
129New |
$4.19K - $4.3K
|
129
$4.29K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
65New |
$2.11K - $2.16K
|
65
$2.16K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
1New |
$32.5 - $33.3
|
1
$33.2
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-28- 0.31% |
$910 - $932
|
8.87K
$295K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-37- 5.37% |
$1.2K - $1.23K
|
652
$21.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-52- 0.31% |
$1.69K - $1.73K
|
16.6K
$551K
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-164- 1.85% |
$5.33K - $5.46K
|
8.71K
$289K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-269- 0.67% |
$8.74K - $8.96K
|
39.8K
$1.32M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-306- 1.38% |
$9.95K - $10.2K
|
21.9K
$729K
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-343- 3.21% |
$11.1K - $11.4K
|
10.3K
$344K
|