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 23, 2025
Q1 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
66.2KNew |
$2.15M - $2.2M
|
66.2K
$2.19M
|
|
|
May 09, 2025
Q1 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
65.4K+ 4.24% |
$2.13M - $2.18M
|
1.61M
$53.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
BUY
|
- |
62.8K+ 5.2% |
$2.04M - $2.09M
|
1.27M
$42M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
61.7K+ 124.7% |
$2M - $2.05M
|
111K
$3.67M
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
60.5K+ 233.89% |
$1.96M - $2.01M
|
86.3K
$2.85M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
57K+ 1.17% |
$1.85M - $1.9M
|
4.92M
$163M
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
53.5K+ 22.17% |
$1.74M - $1.78M
|
295K
$9.76M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
51.2KNew |
$1.66M - $1.7M
|
51.2K
$1.69M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
49.5KNew |
$1.61M - $1.65M
|
49.5K
$1.64M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
45.3K+ 8.82% |
$1.47M - $1.51M
|
559K
$18.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
45.1K+ 21.93% |
$1.47M - $1.5M
|
251K
$8.3M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
43.7K+ 5.56% |
$1.42M - $1.45M
|
830K
$27.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
42.5KNew |
$1.38M - $1.41M
|
42.5K
$1.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
40.8KNew |
$1.33M - $1.36M
|
40.8K
$1.35M
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
37.9K+ 16.16% |
$1.23M - $1.26M
|
272K
$9M
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
37.2K+ 73.29% |
$1.21M - $1.24M
|
87.9K
$2.91M
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
36.1K+ 151.84% |
$1.17M - $1.2M
|
59.9K
$1.98M
|
|
|
Apr 16, 2025
Q1 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
35.1K+ 5.65% |
$1.14M - $1.17M
|
657K
$21.7M
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
34.9K+ 23.33% |
$1.13M - $1.16M
|
185K
$6.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
32.9K+ 81.18% |
$1.07M - $1.1M
|
73.4K
$2.43M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
32.5K+ 2.97% |
$1.06M - $1.08M
|
1.13M
$37.3M
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
31.5K+ 4.29% |
$1.02M - $1.05M
|
766K
$25.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
30.9K+ 2.22% |
$1M - $1.03M
|
1.42M
$47M
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
30.3K+ 25.8% |
$984K - $1.01M
|
148K
$4.88M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
30K+ 30.31% |
$974K - $998K
|
129K
$4.26M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
29.6K+ 114.31% |
$961K - $985K
|
55.5K
$1.83M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
29.5KNew |
$957K - $981K
|
29.5K
$974K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
28.7K+ 3.9% |
$932K - $955K
|
765K
$25.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
28.4K+ 28.7% |
$921K - $944K
|
127K
$4.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
28.3K+ 85.72% |
$920K - $943K
|
61.3K
$2.03M
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
27.7K+ 6.26% |
$900K - $922K
|
470K
$15.5M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
27.6K+ 14.31% |
$896K - $918K
|
220K
$7.28M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
25.3KNew |
$821K - $841K
|
25.3K
$835K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
24.7K+ 43.98% |
$802K - $822K
|
80.8K
$2.67M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
22.7K+ 167.16% |
$736K - $755K
|
36.2K
$1.2M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
22.5K+ 2.81% |
$731K - $749K
|
823K
$27.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
22.5KNew |
$730K - $748K
|
22.5K
$743K
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
22.2K+ 3.29% |
$720K - $738K
|
695K
$23M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
21.2K+ 17.52% |
$689K - $706K
|
142K
$4.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
20.7K+ 32.38% |
$672K - $689K
|
84.6K
$2.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20.6K+ 29.7% |
$671K - $687K
|
90.1K
$2.98M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
20.1K+ 123.84% |
$652K - $668K
|
36.3K
$1.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
19.8K+ 7.59% |
$643K - $659K
|
280K
$9.27M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
19.5K+ 1.71% |
$633K - $648K
|
1.15M
$38.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
19.4K+ 12.98% |
$630K - $646K
|
169K
$5.58M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
19.4K+ 1.57% |
$629K - $645K
|
1.25M
$41.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
18.7K+ 3.16% |
$607K - $622K
|
609K
$20.1M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
18.5K+ 27.09% |
$600K - $615K
|
86.6K
$2.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
17.3KNew |
$562K - $575K
|
17.3K
$571K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
17K+ 7.59% |
$554K - $568K
|
242K
$7.99M
|