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 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
1+ 0.01% |
$32.5 - $33.3
|
7.64K
$253K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1New |
$32.5 - $33.3
|
1
$33.1
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-1- 0.16% |
$32.5 - $33.3
|
627
$20.8K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-6- 25.0% |
$195 - $200
|
18
$596
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-10- 0.14% |
$325 - $333
|
7.26K
$240K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-19- 13.1% |
$618 - $633
|
126
$4.17K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-25- 0.4% |
$813 - $832
|
6.27K
$207K
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-28- 0.31% |
$910 - $932
|
8.87K
$294K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-29- 0.11% |
$943 - $966
|
27.2K
$901K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-33- 84.62% |
$1.07K - $1.1K
|
6
$199
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-37- 5.37% |
$1.2K - $1.23K
|
652
$21.6K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-44- 2.33% |
$1.43K - $1.47K
|
1.84K
$61K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-52- 0.31% |
$1.69K - $1.73K
|
16.6K
$549K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-53- 0.88% |
$1.72K - $1.76K
|
5.97K
$198K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-58- 0.83% |
$1.89K - $1.93K
|
6.94K
$230K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-72- 3.27% |
$2.34K - $2.4K
|
2.13K
$70.4K
|
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-83- 0.25% |
$2.7K - $2.76K
|
33.1K
$1.1M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-97- 0.11% |
$3.15K - $3.23K
|
89.9K
$2.97M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-98- 1.95% |
$3.19K - $3.26K
|
4.92K
$163K
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
SELL
|
- |
-100- 0.24% |
$3.25K - $3.33K
|
42.4K
$1.4M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-107- 1.32% |
$3.48K - $3.56K
|
8.02K
$266K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-156- 1.1% |
$5.07K - $5.19K
|
14K
$463K
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-164- 1.85% |
$5.33K - $5.46K
|
8.71K
$288K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-164- 7.03% |
$5.33K - $5.46K
|
2.17K
$71.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-220- 0.61% |
$7.15K - $7.33K
|
35.7K
$1.18M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-269- 0.67% |
$8.74K - $8.96K
|
39.8K
$1.32M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-278- 63.91% |
$9.04K - $9.26K
|
157
$5.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-292- 68.07% |
$9.49K - $9.72K
|
137
$4.53K
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-302- 0.36% |
$9.82K - $10.1K
|
83.9K
$2.78M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-306- 1.38% |
$9.95K - $10.2K
|
21.9K
$726K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-336- 78.14% |
$10.9K - $11.2K
|
94
$3.11K
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-343- 3.21% |
$11.1K - $11.4K
|
10.3K
$343K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-406- 6.84% |
$13.2K - $13.5K
|
5.53K
$183K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-440- 45.31% |
$14.3K - $14.7K
|
531
$17.6K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-492- 1.66% |
$16K - $16.4K
|
29.1K
$962K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-515- 8.71% |
$16.7K - $17.1K
|
5.4K
$179K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-523- 3.43% |
$17K - $17.4K
|
14.7K
$488K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-553- 6.49% |
$18K - $18.4K
|
7.97K
$264K
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-561- 2.68% |
$18.2K - $18.7K
|
20.4K
$674K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-579- 0.26% |
$18.8K - $19.3K
|
222K
$7.36M
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-587- 1.84% |
$19.1K - $19.5K
|
31.3K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-594- 4.44% |
$19.3K - $19.8K
|
12.8K
$423K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-683- 8.4% |
$22.2K - $22.7K
|
7.45K
$247K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-713- 3.21% |
$23.2K - $23.7K
|
21.5K
$711K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-756- 1.26% |
$24.6K - $25.2K
|
59.2K
$1.96M
|
|
|
May 14, 2025
Q1 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
SELL
|
- |
-769- 10.01% |
$25K - $25.6K
|
6.91K
$229K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-790- 5.03% |
$25.7K - $26.3K
|
14.9K
$494K
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-792- 10.38% |
$25.7K - $26.4K
|
6.84K
$226K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-876- 10.9% |
$28.5K - $29.2K
|
7.16K
$237K
|