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 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-22.5KClosed |
$730K - $748K
|
0
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-22.7K- 45.74% |
$739K - $757K
|
27K
$892K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-24K- 81.87% |
$778K - $798K
|
5.3K
$176K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-25.5K- 24.18% |
$827K - $848K
|
79.8K
$2.64M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-25.8K- 11.26% |
$837K - $858K
|
203K
$6.72M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-28.8K- 32.77% |
$936K - $959K
|
59.1K
$1.96M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-31.2K- 45.06% |
$1.01M - $1.04M
|
38K
$1.26M
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-31.3K- 56.82% |
$1.02M - $1.04M
|
23.8K
$787K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-32.5K- 22.47% |
$1.06M - $1.08M
|
112K
$3.71M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-33.2K- 35.98% |
$1.08M - $1.11M
|
59.1K
$1.96M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-35.8K- 4.18% |
$1.16M - $1.19M
|
821K
$27.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-36.7K- 2.02% |
$1.19M - $1.22M
|
1.78M
$58.9M
|
|
|
May 06, 2025
Q1 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-39.2K- 50.75% |
$1.27M - $1.3M
|
38K
$1.26M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-41.5K- 99.48% |
$1.35M - $1.38M
|
216
$7.15K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-47.3K- 22.54% |
$1.54M - $1.57M
|
162K
$5.38M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-55.8K- 50.18% |
$1.81M - $1.86M
|
55.4K
$1.83M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-58.5K- 54.51% |
$1.9M - $1.95M
|
48.8K
$1.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-59.7K- 7.44% |
$1.94M - $1.99M
|
743K
$24.6M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-62.8K- 89.64% |
$2.04M - $2.09M
|
7.26K
$240K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-65.6K- 90.83% |
$2.13M - $2.19M
|
6.63K
$219K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-70.9K- 84.31% |
$2.3M - $2.36M
|
13.2K
$437K
|
|
|
May 15, 2025
Q1 2025
|
Fortune 45 LLC
|
SELL
|
- |
-74.6K- 24.51% |
$2.42M - $2.48M
|
230K
$7.6M
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-80.9K- 10.85% |
$2.63M - $2.69M
|
665K
$22M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-98.4K- 11.35% |
$3.2M - $3.28M
|
769K
$25.4M
|
|
|
May 13, 2025
Q1 2025
|
Leuthold Group, LLC
|
SELL
|
- |
-103K- 23.88% |
$3.34M - $3.42M
|
327K
$10.8M
|
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-105K- 13.99% |
$3.4M - $3.49M
|
643K
$21.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-135K- 66.48% |
$4.4M - $4.5M
|
68.2K
$2.26M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-164K- 33.99% |
$5.33M - $5.46M
|
318K
$10.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-181K- 28.63% |
$5.88M - $6.03M
|
451K
$14.9M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-200K- 99.41% |
$6.5M - $6.66M
|
1.19K
$39.5K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-301K- 65.33% |
$9.79M - $10M
|
160K
$5.29M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-403K- 7.33% |
$13.1M - $13.4M
|
5.1M
$169M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-503K- 61.9% |
$16.3M - $16.7M
|
309K
$10.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
SELL
|
- |
-594K- 90.47% |
$19.3M - $19.8M
|
62.6K
$2.07M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-1.46M- 37.57% |
$47.6M - $48.8M
|
2.43M
$80.5M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-1.52M- 79.21% |
$49.5M - $50.7M
|
399K
$13.2M
|
|
|
May 15, 2025
Q1 2025
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-1.71M- 45.56% |
$55.6M - $57M
|
2.05M
$67.7M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.81M- 4.17% |
$58.9M - $60.4M
|
41.7M
$1.38B
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.84M- 84.22% |
$92.4M - $94.7M
|
533K
$17.6M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-2.94M- 69.42% |
$95.4M - $97.7M
|
1.29M
$42.8M
|