Purchases and Sales Made in Q3 2025 in Spdr Portfolio Intermediate Te (SPIB)
This table provides information about the institutional ownership of Spdr Portfolio Intermediate Te (SPIB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
620KNew |
$20.6M - $21.1M
|
620K
$21.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
517K+ 11.76% |
$17.2M - $17.6M
|
4.92M
$167M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
505K+ 9.16% |
$16.8M - $17.2M
|
6.02M
$204M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
394K+ 229.64% |
$13.1M - $13.4M
|
565K
$19.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
393KNew |
$13.1M - $13.4M
|
393K
$13.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
282KNew |
$9.37M - $9.58M
|
282K
$9.56M
|
|
|
Oct 07, 2025
Q3 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
251K+ 156.36% |
$8.35M - $8.54M
|
412K
$14M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
218K+ 3.9% |
$7.25M - $7.41M
|
5.8M
$197M
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
150K+ 13.05% |
$5M - $5.11M
|
1.3M
$44.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
118K+ 7.74% |
$3.91M - $4M
|
1.64M
$55.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
103K+ 18.38% |
$3.42M - $3.5M
|
662K
$22.5M
|
|
|
Oct 28, 2025
Q3 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
102K+ 62.2% |
$3.4M - $3.47M
|
266K
$9.04M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
93.8K+ 53.98% |
$3.12M - $3.19M
|
268K
$9.08M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
93.6K+ 26.28% |
$3.11M - $3.18M
|
450K
$15.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Trust CO Of Virginia
|
BUY
|
- |
82.7K+ 6.26% |
$2.75M - $2.81M
|
1.41M
$47.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
75.9K+ 6.16% |
$2.52M - $2.58M
|
1.31M
$44.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
74.3K+ 67.23% |
$2.47M - $2.53M
|
185K
$6.28M
|
|
|
Oct 14, 2025
Q3 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
69.8K+ 10.29% |
$2.32M - $2.37M
|
748K
$25.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
63.6K+ 13.62% |
$2.12M - $2.16M
|
531K
$18M
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
60.9K+ 41.33% |
$2.03M - $2.07M
|
208K
$7.07M
|
|
|
Oct 10, 2025
Q3 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
50.3K+ 6.05% |
$1.67M - $1.71M
|
882K
$29.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
47.3K+ 6.52% |
$1.57M - $1.61M
|
772K
$26.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
46.8K+ 6.63% |
$1.56M - $1.59M
|
753K
$25.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
43.1K+ 8.21% |
$1.43M - $1.47M
|
568K
$19.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
42.6K+ 5.27% |
$1.42M - $1.45M
|
852K
$28.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
37.4K+ 182.56% |
$1.24M - $1.27M
|
57.9K
$1.97M
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
35.8KNew |
$1.19M - $1.22M
|
35.8K
$1.22M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
34.5K+ 14.03% |
$1.15M - $1.17M
|
281K
$9.53M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
33K+ 15.57% |
$1.1M - $1.12M
|
245K
$8.32M
|
|
|
Oct 29, 2025
Q3 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
29.4K+ 12.12% |
$976K - $998K
|
272K
$9.22M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
28.8K+ 2.65% |
$959K - $980K
|
1.12M
$37.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
28.7K+ 15.91% |
$954K - $976K
|
209K
$7.09M
|
|
|
Oct 22, 2025
Q3 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
28.4K+ 3.61% |
$944K - $965K
|
815K
$27.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
27.7K+ 9.31% |
$920K - $941K
|
325K
$11M
|
|
|
Oct 22, 2025
Q3 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
26.7KNew |
$887K - $907K
|
26.7K
$906K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
25.7KNew |
$854K - $873K
|
25.7K
$871K
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
25.1K+ 9.14% |
$835K - $854K
|
300K
$10.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
18.1K+ 5.74% |
$604K - $617K
|
334K
$11.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
17.9K+ 2.07% |
$594K - $607K
|
882K
$29.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
17.1K+ 5.29% |
$570K - $582K
|
341K
$11.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
17K+ 20.27% |
$566K - $579K
|
101K
$3.43M
|
|
|
Oct 20, 2025
Q3 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
16.2K+ 5.57% |
$539K - $551K
|
307K
$10.4M
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
15.6K+ 8.94% |
$519K - $531K
|
190K
$6.45M
|
|
|
Oct 27, 2025
Q3 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
15.1K+ 5.72% |
$504K - $515K
|
280K
$9.51M
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
14.7K+ 43.26% |
$490K - $501K
|
48.8K
$1.66M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
14.2KNew |
$471K - $482K
|
14.2K
$481K
|
|
|
Oct 22, 2025
Q3 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
12.8K+ 30.46% |
$425K - $434K
|
54.7K
$1.86M
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
12.7KNew |
$422K - $431K
|
12.7K
$430K
|
|
|
Oct 10, 2025
Q3 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
12.1KNew |
$401K - $410K
|
12.1K
$410K
|
|
|
Oct 29, 2025
Q3 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
11.5K+ 125.9% |
$382K - $391K
|
20.6K
$701K
|