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
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
3.03K+ 4.82% |
$98.5K - $101K
|
66K
$2.18M
|
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
3.03K+ 4.41% |
$98.4K - $101K
|
71.7K
$2.37M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.96K+ 2.0% |
$96.2K - $98.6K
|
151K
$4.99M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.95K+ 33.04% |
$95.9K - $98.3K
|
11.9K
$393K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.9K+ 2961.22% |
$94.3K - $96.6K
|
3K
$99.3K
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
2.88K+ 7.09% |
$93.6K - $95.9K
|
43.5K
$1.44M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.84K+ 2.19% |
$92.3K - $94.6K
|
132K
$4.39M
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
2.66K+ 31.69% |
$86.5K - $88.7K
|
11.1K
$366K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.64K+ 45.14% |
$85.8K - $87.9K
|
8.49K
$281K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.62K+ 4.48% |
$85.2K - $87.3K
|
61.2K
$2.02M
|
|
|
May 08, 2025
Q1 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
2.39K+ 38.65% |
$77.5K - $79.4K
|
8.56K
$283K
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
2.37K+ 6.31% |
$77K - $78.9K
|
39.9K
$1.32M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.3K+ 6.37% |
$74.6K - $76.5K
|
38.3K
$1.27M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.28K+ 1.32% |
$73.9K - $75.8K
|
175K
$5.79M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.22K+ 2.02% |
$72.1K - $73.9K
|
112K
$3.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2.21K+ 32.44% |
$71.7K - $73.5K
|
9.01K
$298K
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2.18K+ 6.65% |
$70.9K - $72.6K
|
35K
$1.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1.97K+ 1.25% |
$64.1K - $65.7K
|
160K
$5.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.92K+ 8.03% |
$62.3K - $63.9K
|
25.8K
$854K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.88K+ 7.99% |
$61.1K - $62.6K
|
25.4K
$840K
|
|
|
Apr 22, 2025
Q1 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
1.73K+ 1.67% |
$56.1K - $57.4K
|
105K
$3.48M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
1.7K+ 5.54% |
$55.2K - $56.5K
|
32.3K
$1.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.65K+ 1.11% |
$53.6K - $54.9K
|
150K
$4.96M
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.51K+ 0.98% |
$49.2K - $50.4K
|
156K
$5.16M
|
|
|
May 01, 2025
Q1 2025
|
Alaska Permanent Capital Management
|
BUY
|
- |
1.48K+ 2.95% |
$48.1K - $49.3K
|
51.6K
$1.71M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.45K+ 2.88% |
$47.1K - $48.3K
|
51.9K
$1.72M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.39K+ 1.98% |
$45.1K - $46.3K
|
71.7K
$2.37M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.32K+ 4.22% |
$42.7K - $43.8K
|
32.5K
$1.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.31K+ 8.97% |
$42.5K - $43.6K
|
15.9K
$526K
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.27K+ 0.57% |
$41.3K - $42.3K
|
223K
$7.4M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1.25KNew |
$40.5K - $41.5K
|
1.25K
$41.2K
|
|
|
May 15, 2025
Q1 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
1.21K+ 18.35% |
$39.3K - $40.3K
|
7.8K
$258K
|
|
|
May 13, 2025
Q1 2025
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
1.2K+ 0.33% |
$39K - $40K
|
367K
$12.1M
|
|
|
May 01, 2025
Q1 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
1.18K+ 0.64% |
$38.2K - $39.2K
|
185K
$6.11M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.17K+ 13.6% |
$38.2K - $39.1K
|
9.8K
$325K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.16K+ 28.67% |
$37.7K - $38.7K
|
5.21K
$172K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.11K+ 3.16% |
$36K - $36.9K
|
36.1K
$1.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
1.07K+ 3.82% |
$34.9K - $35.8K
|
29.2K
$965K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
1.07K+ 2.22% |
$34.6K - $35.5K
|
49.1K
$1.63M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.01K+ 15.15% |
$32.7K - $33.5K
|
7.65K
$253K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
998+ 11.56% |
$32.4K - $33.2K
|
9.63K
$319K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
992New |
$32.2K - $33K
|
992
$32.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
961New |
$31.2K - $32K
|
961
$31.8K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
897New |
$29.2K - $29.9K
|
897
$29.7K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
841+ 9.19% |
$27.3K - $28K
|
9.99K
$331K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
815New |
$26.5K - $27.1K
|
815
$27K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
757+ 1.28% |
$24.6K - $25.2K
|
59.7K
$1.98M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
725+ 13.81% |
$23.6K - $24.1K
|
5.98K
$198K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
667+ 127.05% |
$21.7K - $22.2K
|
1.19K
$39.5K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
632+ 0.21% |
$20.5K - $21K
|
305K
$10.1M
|