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
|
Sheets Smith Wealth Management
|
BUY
|
- |
17K+ 7.59% |
$554K - $568K
|
242K
$8M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
17K+ 20.31% |
$553K - $567K
|
101K
$3.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
BUY
|
- |
16.8K+ 2.08% |
$547K - $561K
|
825K
$27.3M
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
16.4K+ 74331.82% |
$531K - $545K
|
16.4K
$542K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
16.1KNew |
$522K - $535K
|
16.1K
$532K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15.4K+ 4.88% |
$499K - $512K
|
331K
$10.9M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
15.3KNew |
$496K - $508K
|
15.3K
$505K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
14.7K+ 10.74% |
$478K - $489K
|
152K
$5.01M
|
|
|
May 01, 2025
Q1 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
14.6K+ 10.81% |
$475K - $486K
|
150K
$4.95M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
14.4KNew |
$466K - $478K
|
14.4K
$475K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
14.2K+ 12.8% |
$461K - $473K
|
125K
$4.14M
|
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
14KNew |
$455K - $466K
|
14K
$464K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
13.6K+ 2.52% |
$441K - $452K
|
552K
$18.3M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
13.6K+ 80.46% |
$440K - $451K
|
30.4K
$1.01M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
13.5K+ 82.45% |
$440K - $451K
|
30K
$991K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
13.5K+ 6.01% |
$438K - $449K
|
238K
$7.87M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13.3K+ 6.52% |
$432K - $442K
|
217K
$7.18M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
13.1K+ 18.57% |
$427K - $438K
|
83.9K
$2.78M
|
|
|
Apr 25, 2025
Q1 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
13K+ 4.79% |
$423K - $433K
|
285K
$9.43M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
13K+ 20.01% |
$422K - $432K
|
77.8K
$2.58M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
12.8K+ 11.62% |
$415K - $426K
|
123K
$4.06M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
12.5K+ 17.31% |
$407K - $417K
|
84.8K
$2.81M
|
|
|
Apr 09, 2025
Q1 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
12.4K+ 24.26% |
$403K - $413K
|
63.6K
$2.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
12.2KNew |
$395K - $405K
|
12.2K
$402K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
12.2KNew |
$395K - $405K
|
12.2K
$402K
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
12.1K+ 6.81% |
$392K - $402K
|
189K
$6.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
12.1KNew |
$392K - $401K
|
12.1K
$399K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
11.9K+ 2.69% |
$385K - $395K
|
453K
$15M
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
11.7K+ 10.26% |
$379K - $389K
|
125K
$4.15M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
11.6K+ 46.31% |
$378K - $388K
|
36.8K
$1.22M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
11.3KNew |
$366K - $375K
|
11.3K
$373K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
11.3KNew |
$366K - $375K
|
11.3K
$372K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
11.2K+ 4.94% |
$364K - $373K
|
238K
$7.87M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
11.2K+ 7.22% |
$363K - $371K
|
166K
$5.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
11.1K+ 4.21% |
$361K - $370K
|
275K
$9.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
10.8K+ 2.01% |
$351K - $360K
|
548K
$18.1M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
10.8KNew |
$350K - $359K
|
10.8K
$356K
|
|
|
Apr 11, 2025
Q1 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
10.4K+ 3.56% |
$339K - $348K
|
304K
$10.1M
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
9.91K+ 8.86% |
$322K - $330K
|
122K
$4.03M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
9.91K+ 1.7% |
$322K - $330K
|
591K
$19.6M
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
9.89KNew |
$321K - $329K
|
9.89K
$327K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
9.69KNew |
$315K - $323K
|
9.69K
$321K
|
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
BUY
|
- |
9.45KNew |
$307K - $315K
|
9.45K
$313K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
9.4K+ 54.01% |
$305K - $313K
|
26.8K
$887K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.35K+ 9.15% |
$304K - $311K
|
111K
$3.69M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
9.19KNew |
$299K - $306K
|
9.19K
$304K
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
9.13KNew |
$297K - $304K
|
9.13K
$302K
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
8.93K+ 8.16% |
$290K - $297K
|
118K
$3.91M
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
8.81K+ 1.25% |
$286K - $293K
|
714K
$23.6M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
8.74K+ 4.75% |
$284K - $291K
|
193K
$6.38M
|