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 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
581+ 1.23% |
$18.9K - $19.3K
|
47.7K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
518+ 2.67% |
$16.8K - $17.2K
|
19.9K
$659K
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
510+ 0.31% |
$16.6K - $17K
|
166K
$5.49M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
475+ 27.0% |
$15.4K - $15.8K
|
2.23K
$73.9K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
475+ 271.43% |
$15.4K - $15.8K
|
650
$21.5K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
465+ 54.58% |
$15.1K - $15.5K
|
1.32K
$43.6K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
465New |
$15.1K - $15.5K
|
465
$15.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
409+ 5.29% |
$13.3K - $13.6K
|
8.14K
$269K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
408+ 1.34% |
$13.3K - $13.6K
|
30.8K
$1.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
404+ 1.33% |
$13.1K - $13.5K
|
30.9K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
347+ 4.82% |
$11.3K - $11.6K
|
7.55K
$250K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
293New |
$9.52K - $9.76K
|
293
$9.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
290+ 0.37% |
$9.43K - $9.66K
|
77.7K
$2.57M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
256+ 4.6% |
$8.32K - $8.52K
|
5.82K
$193K
|
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
183New |
$5.95K - $6.09K
|
183
$6.06K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
171+ 267.19% |
$5.56K - $5.69K
|
235
$7.78K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
155+ 861.11% |
$5.04K - $5.16K
|
173
$5.73K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
153+ 0.41% |
$4.97K - $5.09K
|
37.3K
$1.23M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
147+ 2.04% |
$4.78K - $4.9K
|
7.37K
$244K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
139+ 323.26% |
$4.52K - $4.63K
|
182
$6.02K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
129New |
$4.19K - $4.3K
|
129
$4.27K
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
106+ 1.68% |
$3.45K - $3.53K
|
6.42K
$212K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
87+ 3.59% |
$2.83K - $2.9K
|
2.51K
$83.1K
|
|
|
May 13, 2025
Q1 2025
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
75+ 0.5% |
$2.44K - $2.5K
|
15.1K
$499K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
66+ 2.42% |
$2.15K - $2.2K
|
2.79K
$92.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
65New |
$2.11K - $2.16K
|
65
$2.15K
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
65+ 0.54% |
$2.11K - $2.16K
|
12K
$399K
|
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
63+ 0.4% |
$2.05K - $2.1K
|
15.9K
$525K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
51+ 5100.0% |
$1.66K - $1.7K
|
52
$1.72K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
45+ 0.66% |
$1.46K - $1.5K
|
6.84K
$226K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
28+ 1.83% |
$910 - $932
|
1.56K
$51.5K
|
|
|
May 09, 2025
Q1 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
28+ 0.37% |
$910 - $932
|
7.65K
$253K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
22+ 115.79% |
$715 - $733
|
41
$1.36K
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
21+ 0.2% |
$683 - $699
|
10.4K
$343K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
20+ 0.19% |
$650 - $666
|
10.5K
$348K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
18+ 0.18% |
$585 - $599
|
9.92K
$328K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
13+ 0.72% |
$423 - $433
|
1.81K
$59.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
11New |
$358 - $366
|
11
$364
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
11New |
$358 - $366
|
11
$364
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
11+ 0.25% |
$358 - $366
|
4.41K
$146K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
11+ 0.17% |
$358 - $366
|
6.63K
$220K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
11New |
$358 - $366
|
11
$364
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
9New |
$293 - $300
|
9
$298
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.87% |
$195 - $200
|
698
$23.1K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
6New |
$195 - $200
|
6
$199
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
5+ 0.75% |
$163 - $167
|
675
$22.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
3+ 0.21% |
$97.5 - $99.9
|
1.42K
$46.8K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2+ 0.11% |
$65 - $66.6
|
1.87K
$61.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
1New |
$32.5 - $33.3
|
1
$33.1
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
1+ 0.09% |
$32.5 - $33.3
|
1.08K
$35.6K
|