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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.9M+ 10.18% |
$127M - $130M
|
42.2M
$1.4B
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.48M+ 823.24% |
$113M - $116M
|
3.9M
$129M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.1M+ 313.08% |
$101M - $103M
|
4.09M
$135M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.51M+ 853.27% |
$49.2M - $50.4M
|
1.69M
$56M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.18M+ 30.62% |
$38.4M - $39.3M
|
5.04M
$167M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.06MNew |
$34.5M - $35.3M
|
1.06M
$35.1M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.04M+ 240.52% |
$33.7M - $34.6M
|
1.47M
$48.7M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
724K+ 116.57% |
$23.5M - $24.1M
|
1.34M
$44.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
661KNew |
$21.5M - $22M
|
661K
$21.9M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
565KNew |
$18.4M - $18.8M
|
565K
$18.7M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
552K+ 565.48% |
$17.9M - $18.4M
|
650K
$21.5M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
516K+ 119.29% |
$16.8M - $17.2M
|
948K
$31.4M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
468K+ 11.49% |
$15.2M - $15.6M
|
4.54M
$150M
|
|
|
May 15, 2025
Q1 2025
|
Capitolis Liquid Global Markets LLC
New York, NY |
BUY
|
- |
412KNew |
$13.4M - $13.7M
|
412K
$13.7M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
352K+ 27.21% |
$11.4M - $11.7M
|
1.65M
$54.5M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
319K+ 6.17% |
$10.4M - $10.6M
|
5.49M
$182M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
314K+ 3.28% |
$10.2M - $10.5M
|
9.9M
$328M
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
273KNew |
$8.88M - $9.1M
|
273K
$9.05M
|
|
|
Apr 15, 2025
Q1 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
263K+ 18.87% |
$8.55M - $8.76M
|
1.66M
$54.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
257K+ 28.81% |
$8.35M - $8.56M
|
1.15M
$38M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
251K+ 40.69% |
$8.16M - $8.36M
|
868K
$28.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
234K+ 118.1% |
$7.6M - $7.78M
|
432K
$14.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
225K+ 1624.85% |
$7.32M - $7.5M
|
239K
$7.91M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
212KNew |
$6.9M - $7.07M
|
212K
$7.03M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
199K+ 4.77% |
$6.45M - $6.61M
|
4.36M
$144M
|
|
|
May 13, 2025
Q1 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
196KNew |
$6.38M - $6.53M
|
196K
$6.49M
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
184K+ 5.74% |
$5.98M - $6.12M
|
3.39M
$112M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
177K+ 473.64% |
$5.75M - $5.89M
|
214K
$7.1M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
150K+ 1918.78% |
$4.86M - $4.98M
|
157K
$5.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
140K+ 62.48% |
$4.54M - $4.65M
|
363K
$12M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
138K+ 20.82% |
$4.49M - $4.6M
|
801K
$26.5M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
135K+ 1.98% |
$4.39M - $4.5M
|
6.97M
$231M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
121K+ 225.0% |
$3.93M - $4.03M
|
175K
$5.78M
|
|
|
Apr 23, 2025
Q1 2025
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
118KNew |
$3.83M - $3.93M
|
118K
$3.9M
|
|
|
May 12, 2025
Q1 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
111KNew |
$3.59M - $3.68M
|
111K
$3.66M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
101K+ 8.43% |
$3.29M - $3.37M
|
1.3M
$43M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
99.2KNew |
$3.23M - $3.3M
|
99.2K
$3.29M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
92K+ 3.31% |
$2.99M - $3.07M
|
2.87M
$95M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
88.8K+ 38.3% |
$2.89M - $2.96M
|
321K
$10.6M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
87.4K+ 5.72% |
$2.84M - $2.91M
|
1.61M
$53.4M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
86.5K+ 40.76% |
$2.81M - $2.88M
|
299K
$9.88M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
86.2K+ 24.74% |
$2.8M - $2.87M
|
435K
$14.4M
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
83.9KNew |
$2.73M - $2.79M
|
83.9K
$2.78M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
79.6KNew |
$2.59M - $2.65M
|
79.6K
$2.64M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
79.4K+ 2.75% |
$2.58M - $2.64M
|
2.96M
$98.1M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
77.8K+ 24.6% |
$2.53M - $2.59M
|
394K
$13M
|
|
|
Apr 23, 2025
Q1 2025
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
73.9KNew |
$2.4M - $2.46M
|
73.9K
$2.45M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
71.1K+ 20.2% |
$2.31M - $2.37M
|
423K
$14M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
68.8K+ 62.53% |
$2.24M - $2.29M
|
179K
$5.92M
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
67.5K+ 11.68% |
$2.19M - $2.25M
|
646K
$21.4M
|