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 |
|---|---|---|---|---|---|---|---|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
15.6K+ 8.94% |
$519K - $531K
|
190K
$6.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
15.1K+ 5.72% |
$504K - $515K
|
280K
$9.43M
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
14.7K+ 43.26% |
$490K - $501K
|
48.8K
$1.64M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
14.2KNew |
$471K - $482K
|
14.2K
$477K
|
|
|
Oct 22, 2025
Q3 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
12.8K+ 30.46% |
$425K - $434K
|
54.7K
$1.84M
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
12.7KNew |
$422K - $431K
|
12.7K
$427K
|
|
|
Oct 10, 2025
Q3 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
12.1KNew |
$401K - $410K
|
12.1K
$407K
|
|
|
Oct 29, 2025
Q3 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
11.5K+ 125.9% |
$382K - $391K
|
20.6K
$695K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
11.3K+ 38.23% |
$375K - $384K
|
40.8K
$1.37M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
10.7K+ 12.25% |
$356K - $364K
|
98K
$3.3M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
10.2K+ 1.18% |
$339K - $346K
|
874K
$29.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
9.95KNew |
$331K - $338K
|
9.95K
$335K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8.9KNew |
$296K - $303K
|
8.9K
$300K
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
8.26K+ 4.66% |
$275K - $281K
|
185K
$6.25M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
8.1K+ 15.15% |
$269K - $276K
|
61.6K
$2.07M
|
|
|
Oct 20, 2025
Q3 2025
|
Davidson Trust CO
|
BUY
|
- |
7.66K+ 28.03% |
$255K - $260K
|
35K
$1.18M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
7.65KNew |
$255K - $260K
|
7.65K
$258K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
7.64KNew |
$254K - $260K
|
7.64K
$257K
|
|
|
Oct 16, 2025
Q3 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
7.13K+ 4.42% |
$237K - $242K
|
168K
$5.68M
|
|
|
Oct 17, 2025
Q3 2025
|
Kw Wealth Management LLC
Sacramento, CA |
BUY
|
- |
7.12KNew |
$237K - $242K
|
7.12K
$240K
|
|
|
Oct 28, 2025
Q3 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
6.94K+ 5.46% |
$231K - $236K
|
134K
$4.52M
|
|
|
Nov 05, 2025
Q3 2025
|
Appleton Partners Inc
|
BUY
|
- |
6.63K+ 2.36% |
$221K - $226K
|
288K
$9.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
6.59K+ 7.02% |
$219K - $224K
|
101K
$3.39M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
6.36KNew |
$212K - $216K
|
6.36K
$214K
|
|
|
Oct 07, 2025
Q3 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
6.32K+ 9.14% |
$210K - $215K
|
75.5K
$2.54M
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6KNew |
$199K - $204K
|
6K
$202K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
5.98KNew |
$199K - $203K
|
5.98K
$201K
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
5.5K+ 6.09% |
$183K - $187K
|
95.9K
$3.23M
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.93K+ 1.78% |
$164K - $168K
|
281K
$9.47M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.77K+ 3.6% |
$158K - $162K
|
137K
$4.63M
|
|
|
Oct 31, 2025
Q3 2025
|
Gds Wealth Management
|
BUY
|
- |
3.93K+ 47.53% |
$131K - $134K
|
12.2K
$411K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
3.55K+ 3.26% |
$118K - $121K
|
112K
$3.78M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
3.5K+ 10.57% |
$116K - $119K
|
36.6K
$1.23M
|
|
|
Oct 21, 2025
Q3 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
3.46K+ 1.41% |
$115K - $118K
|
248K
$8.36M
|
|
|
Oct 27, 2025
Q3 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
3.31K+ 2.54% |
$110K - $113K
|
134K
$4.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.07K+ 3.63% |
$102K - $104K
|
87.6K
$2.95M
|
|
|
Oct 28, 2025
Q3 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
3.05K+ 29.77% |
$101K - $104K
|
13.3K
$447K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3.03K+ 5.24% |
$101K - $103K
|
60.7K
$2.05M
|
|
|
Oct 27, 2025
Q3 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
2.88K+ 1.34% |
$95.9K - $98.1K
|
218K
$7.33M
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
2.78K+ 2.1% |
$92.5K - $94.6K
|
135K
$4.56M
|
|
|
Oct 17, 2025
Q3 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
2.65K+ 1.31% |
$88K - $90K
|
205K
$6.92M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.64K+ 502.28% |
$87.9K - $89.9K
|
3.17K
$107K
|
|
|
Nov 04, 2025
Q3 2025
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.58K+ 1.4% |
$85.9K - $87.8K
|
187K
$6.32M
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.49K+ 15.18% |
$82.8K - $84.7K
|
18.9K
$636K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
2.1K+ 3.86% |
$69.8K - $71.4K
|
56.4K
$1.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.99K+ 5.08% |
$66.3K - $67.8K
|
41.2K
$1.39M
|
|
|
Nov 03, 2025
Q3 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
1.94K+ 32.4% |
$64.4K - $65.9K
|
7.92K
$267K
|
|
|
Oct 20, 2025
Q3 2025
|
Premier Financial Group
Eureka, CA |
BUY
|
- |
1.93KNew |
$64K - $65.5K
|
1.93K
$64.9K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.81K+ 8.51% |
$60.3K - $61.7K
|
23.1K
$779K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1.57KNew |
$52.3K - $53.5K
|
1.57K
$53K
|