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 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-4.02K- 38.1% |
$131K - $134K
|
6.53K
$216K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.05K- 5.94% |
$132K - $135K
|
64.2K
$2.12M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-4.1K- 32.18% |
$133K - $136K
|
8.63K
$286K
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-4.12K- 5.5% |
$134K - $137K
|
70.7K
$2.34M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-4.27K- 64.82% |
$139K - $142K
|
2.32K
$76.7K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-4.32K- 17.26% |
$140K - $144K
|
20.7K
$685K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-4.35K- 17.41% |
$141K - $145K
|
20.6K
$683K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.42K- 12.14% |
$144K - $147K
|
32K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
SELL
|
- |
-4.66K- 28.86% |
$151K - $155K
|
11.5K
$380K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-4.89K- 39.45% |
$159K - $163K
|
7.5K
$248K
|
|
|
Apr 21, 2025
Q1 2025
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-4.91K- 29.88% |
$160K - $164K
|
11.5K
$382K
|
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-5.14K- 2.12% |
$167K - $171K
|
237K
$7.86M
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
SELL
|
- |
-5.16K- 6.63% |
$168K - $172K
|
72.6K
$2.4M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.18K- 6.02% |
$168K - $173K
|
80.9K
$2.68M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.23K- 15.75% |
$170K - $174K
|
28K
$926K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.32K- 0.5% |
$173K - $177K
|
1.06M
$35.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-5.44K- 46.65% |
$177K - $181K
|
6.22K
$206K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-5.51K- 20.75% |
$179K - $184K
|
21.1K
$697K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-5.54K- 26.97% |
$180K - $184K
|
15K
$496K
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-5.97K- 18.54% |
$194K - $199K
|
26.2K
$868K
|
|
|
May 08, 2025
Q1 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-6.21K- 2.74% |
$202K - $207K
|
220K
$7.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
SELL
|
- |
-6.55K- 6.02% |
$213K - $218K
|
102K
$3.38M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-7.38K- 18.54% |
$240K - $246K
|
32.4K
$1.07M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-7.66K- 11.49% |
$249K - $255K
|
59K
$1.95M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-7.66K- 24.05% |
$249K - $255K
|
24.2K
$801K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-7.87K- 10.42% |
$256K - $262K
|
67.6K
$2.24M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-8K- 4.02% |
$260K - $266K
|
191K
$6.32M
|
|
|
May 07, 2025
Q1 2025
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-8.27K- 4.8% |
$269K - $275K
|
164K
$5.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-8.51K- 18.31% |
$277K - $283K
|
38K
$1.26M
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-8.57K- 7.05% |
$279K - $285K
|
113K
$3.74M
|
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-9.34K- 39.91% |
$304K - $311K
|
14.1K
$466K
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-9.41K- 47.94% |
$306K - $313K
|
10.2K
$338K
|
|
|
May 27, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-9.63K- 36.6% |
$313K - $321K
|
16.7K
$552K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-10.6K- 23.01% |
$343K - $351K
|
35.3K
$1.17M
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-10.8K- 45.24% |
$350K - $359K
|
13K
$432K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-12K- 4.81% |
$389K - $399K
|
237K
$7.85M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-13.6K- 13.5% |
$442K - $453K
|
87.2K
$2.89M
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-14.1K- 1.03% |
$459K - $471K
|
1.35M
$44.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-14.3K- 4.83% |
$463K - $475K
|
281K
$9.29M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-14.3K- 7.2% |
$466K - $477K
|
185K
$6.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-14.5K- 45.01% |
$470K - $482K
|
17.7K
$585K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-15.2K- 8.56% |
$494K - $506K
|
162K
$5.37M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-15.3K- 22.23% |
$496K - $509K
|
53.4K
$1.77M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-15.6K- 63.21% |
$508K - $521K
|
9.1K
$301K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-16K- 23.03% |
$520K - $533K
|
53.5K
$1.77M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-17.1K- 8.54% |
$557K - $571K
|
183K
$6.07M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-17.7K- 68.29% |
$575K - $589K
|
8.22K
$272K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-18.7KClosed |
$608K - $623K
|
0
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-18.8K- 26.47% |
$611K - $627K
|
52.3K
$1.73M
|
|
|
Apr 21, 2025
Q1 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-20.8K- 36.3% |
$677K - $694K
|
36.6K
$1.21M
|