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 14, 2025
Q1 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-910- 2.07% |
$29.6K - $30.3K
|
43.1K
$1.43M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-928- 5.73% |
$30.2K - $30.9K
|
15.3K
$505K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-948- 2.0% |
$30.8K - $31.6K
|
46.5K
$1.54M
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.04K- 4.05% |
$33.6K - $34.5K
|
24.5K
$811K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.15K- 6.84% |
$37.5K - $38.4K
|
15.7K
$520K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-1.19K- 3.21% |
$38.6K - $39.5K
|
35.8K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.2K- 4.03% |
$39K - $40K
|
28.6K
$947K
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
SELL
|
- |
-1.3K- 6.04% |
$42.2K - $43.2K
|
20.2K
$669K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.36K- 7.14% |
$44.2K - $45.3K
|
17.7K
$585K
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.4K- 7.81% |
$45.5K - $46.7K
|
16.5K
$547K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.47K- 47.56% |
$47.8K - $49K
|
1.62K
$53.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.49K- 2.48% |
$48.5K - $49.7K
|
58.6K
$1.94M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-1.51K- 6.08% |
$49.2K - $50.4K
|
23.4K
$774K
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-1.53K- 5.27% |
$49.8K - $51K
|
27.5K
$912K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.59K- 3.16% |
$51.6K - $52.9K
|
48.7K
$1.61M
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-1.6K- 20.6% |
$51.9K - $53.2K
|
6.16K
$204K
|
|
|
Apr 09, 2025
Q1 2025
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-1.66K- 0.98% |
$54K - $55.3K
|
168K
$5.55M
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.7K- 10.61% |
$55.3K - $56.6K
|
14.3K
$475K
|
|
|
May 06, 2025
Q1 2025
|
1492 Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-1.71K- 15.63% |
$55.4K - $56.8K
|
9.21K
$305K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.74K- 15.17% |
$56.5K - $57.9K
|
9.73K
$322K
|
|
|
May 15, 2025
Q1 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
SELL
|
- |
-1.77K- 15.57% |
$57.4K - $58.8K
|
9.58K
$317K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.83K- 37.93% |
$59.6K - $61K
|
3K
$99.3K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.84K- 9.02% |
$59.7K - $61.1K
|
18.5K
$613K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.84K- 16.36% |
$59.8K - $61.2K
|
9.4K
$311K
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.91K- 0.74% |
$62.1K - $63.6K
|
255K
$8.44M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-2.03K- 9.62% |
$65.9K - $67.5K
|
19K
$630K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-2.04K- 3.19% |
$66.2K - $67.8K
|
61.9K
$2.05M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.04K- 3.02% |
$66.3K - $67.9K
|
65.5K
$2.17M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-2.05K- 15.87% |
$66.7K - $68.4K
|
10.9K
$360K
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-2.19K- 22.23% |
$71.1K - $72.8K
|
7.65K
$253K
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-2.19K- 3.48% |
$71.2K - $73K
|
60.8K
$2.01M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-2.22K- 7.12% |
$72.2K - $74K
|
29K
$959K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2.24K- 5.0% |
$72.6K - $74.4K
|
42.5K
$1.41M
|
|
|
May 09, 2025
Q1 2025
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-2.28K- 1.28% |
$74K - $75.8K
|
176K
$5.82M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-2.35K- 22.03% |
$76.3K - $78.2K
|
8.31K
$275K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-2.37K- 3.98% |
$77.1K - $79K
|
57.2K
$1.89M
|
|
|
Apr 23, 2025
Q1 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-2.44K- 4.98% |
$79.4K - $81.3K
|
46.6K
$1.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-2.48K- 34.91% |
$80.6K - $82.6K
|
4.62K
$153K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.51K- 0.55% |
$81.5K - $83.5K
|
454K
$15M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.53K- 12.88% |
$82.2K - $84.2K
|
17.1K
$566K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.56K- 76.34% |
$83.1K - $85.2K
|
793
$26.2K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
SELL
|
- |
-2.65K- 10.2% |
$86K - $88.1K
|
23.3K
$771K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-3.05K- 24.22% |
$99K - $101K
|
9.53K
$315K
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-3.07K- 9.7% |
$99.8K - $102K
|
28.6K
$947K
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-3.5K- 5.63% |
$114K - $116K
|
58.6K
$1.94M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
SELL
|
- |
-3.52K- 84.41% |
$114K - $117K
|
650
$21.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-3.65K- 34.27% |
$118K - $121K
|
6.99K
$231K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-3.66K- 13.4% |
$119K - $122K
|
23.7K
$783K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-3.76K- 1.33% |
$122K - $125K
|
278K
$9.19M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.89K- 9.78% |
$126K - $129K
|
35.8K
$1.19M
|