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 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.58KNew |
$279K - $286K
|
8.58K
$284K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
8.52K+ 63.33% |
$277K - $284K
|
22K
$727K
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
8.47KNew |
$275K - $282K
|
8.47K
$280K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
8.38K+ 4.13% |
$272K - $279K
|
211K
$7M
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
8.27KNew |
$269K - $276K
|
8.27K
$274K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
7.95KNew |
$258K - $265K
|
7.95K
$263K
|
|
|
May 14, 2025
Q1 2025
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
7.91KNew |
$257K - $264K
|
7.91K
$262K
|
|
|
May 08, 2025
Q1 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
7.86K+ 3.36% |
$255K - $262K
|
242K
$8M
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
7.86K+ 4.88% |
$255K - $262K
|
169K
$5.59M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
7.73KNew |
$251K - $257K
|
7.73K
$256K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
7.51K+ 6.33% |
$244K - $250K
|
126K
$4.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
7.38K+ 8.96% |
$240K - $246K
|
89.8K
$2.97M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
7.38K+ 4.72% |
$240K - $246K
|
164K
$5.42M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
7.2K+ 9.13% |
$234K - $240K
|
86.1K
$2.85M
|
|
|
May 12, 2025
Q1 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
7.1KNew |
$231K - $237K
|
7.1K
$235K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
7.05K+ 1.04% |
$229K - $235K
|
687K
$22.7M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
7.01KNew |
$228K - $234K
|
7.01K
$232K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
6.9KNew |
$224K - $230K
|
6.9K
$228K
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
6.67K+ 5.36% |
$217K - $222K
|
131K
$4.34M
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
6.57K+ 4.6% |
$213K - $219K
|
149K
$4.95M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
6.44KNew |
$209K - $214K
|
6.44K
$213K
|
|
|
Apr 22, 2025
Q1 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
6.07K+ 17.37% |
$197K - $202K
|
41K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
6.06K+ 15.32% |
$197K - $202K
|
45.6K
$1.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
5.96K+ 1.29% |
$194K - $198K
|
466K
$15.4M
|
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
5.95K+ 1.44% |
$193K - $198K
|
418K
$13.8M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
5.88K+ 23.06% |
$191K - $196K
|
31.4K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
5.69K+ 2.41% |
$185K - $189K
|
241K
$7.99M
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
5.68K+ 9.49% |
$185K - $189K
|
65.5K
$2.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
5.59K+ 6.4% |
$182K - $186K
|
92.9K
$3.08M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.54K+ 2.97% |
$180K - $185K
|
192K
$6.36M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.47K+ 182266.67% |
$178K - $182K
|
5.47K
$181K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
5K+ 4.05% |
$162K - $166K
|
128K
$4.24M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.78K+ 45.67% |
$155K - $159K
|
15.2K
$504K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.77K+ 15.51% |
$155K - $159K
|
35.5K
$1.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4.77K+ 6.42% |
$155K - $159K
|
79K
$2.62M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
4.71K+ 6.62% |
$153K - $157K
|
75.9K
$2.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.63K+ 56.69% |
$150K - $154K
|
12.8K
$424K
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
4.44K+ 2.12% |
$144K - $148K
|
214K
$7.07M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.23K+ 17.33% |
$138K - $141K
|
28.7K
$948K
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
4.13K+ 4.26% |
$134K - $137K
|
101K
$3.34M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.01K+ 2.01% |
$130K - $133K
|
204K
$6.74M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
3.79K+ 9.5% |
$123K - $126K
|
43.7K
$1.45M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3.69K+ 31.54% |
$120K - $123K
|
15.4K
$510K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
3.68K+ 2.43% |
$120K - $123K
|
155K
$5.14M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.65K+ 3.15% |
$119K - $122K
|
119K
$3.95M
|
|
|
May 14, 2025
Q1 2025
|
Bnp Paribas
New York, NY |
BUY
|
- |
3.54K+ 21.9% |
$115K - $118K
|
19.7K
$652K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
3.46K+ 521.12% |
$112K - $115K
|
4.12K
$136K
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
3.32K+ 21.16% |
$108K - $111K
|
19K
$629K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.24K+ 33.0% |
$105K - $108K
|
13.1K
$432K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.14K+ 8.01% |
$102K - $104K
|
42.3K
$1.4M
|