Purchases and Sales Made in Q4 2024 in Spdr Portfolio Intermediate Te (SPIB)
This table provides information about the institutional ownership of Spdr Portfolio Intermediate Te (SPIB) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
65.4K+ 9.08% |
$2.14M - $2.2M
|
786K
$25.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
61.2K+ 33.21% |
$2M - $2.06M
|
246K
$8.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
58K+ 3.95% |
$1.89M - $1.95M
|
1.53M
$50.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
56.3K+ 12.3% |
$1.84M - $1.9M
|
514K
$16.9M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
56.1KNew |
$1.83M - $1.89M
|
56.1K
$1.85M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
55K+ 109.55% |
$1.8M - $1.85M
|
105K
$3.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
53.8K+ 4.02% |
$1.76M - $1.81M
|
1.39M
$45.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
53.7KNew |
$1.75M - $1.81M
|
53.7K
$1.77M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
50.3K+ 53.34% |
$1.64M - $1.7M
|
145K
$4.77M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
49.5KNew |
$1.61M - $1.67M
|
49.5K
$1.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
49KNew |
$1.6M - $1.65M
|
49K
$1.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
48K+ 54.0% |
$1.57M - $1.62M
|
137K
$4.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
BUY
|
- |
48K+ 4.13% |
$1.57M - $1.62M
|
1.21M
$39.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
47.3K+ 22.14% |
$1.54M - $1.59M
|
261K
$8.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
44.6K+ 42.51% |
$1.46M - $1.5M
|
150K
$4.93M
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
40.5KNew |
$1.32M - $1.36M
|
40.5K
$1.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
39.8KNew |
$1.3M - $1.34M
|
39.8K
$1.31M
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
39.6K+ 6.8% |
$1.29M - $1.33M
|
622K
$20.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
38.9K+ 362.17% |
$1.27M - $1.31M
|
49.7K
$1.64M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
38.3K+ 5.74% |
$1.25M - $1.29M
|
705K
$23.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
38.1K+ 3.47% |
$1.24M - $1.28M
|
1.14M
$37.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
37.5K+ 20.16% |
$1.23M - $1.26M
|
224K
$7.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
37.4KNew |
$1.22M - $1.26M
|
37.4K
$1.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
36.9K+ 2.77% |
$1.2M - $1.24M
|
1.37M
$45.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
36.6K+ 13.09% |
$1.2M - $1.23M
|
316K
$10.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
36.2K+ 5.83% |
$1.18M - $1.22M
|
657K
$21.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
36K+ 13.32% |
$1.17M - $1.21M
|
306K
$10.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
35.6K+ 182.4% |
$1.16M - $1.2M
|
55K
$1.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
34.9KNew |
$1.14M - $1.18M
|
34.9K
$1.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
33.4KNew |
$1.09M - $1.13M
|
33.4K
$1.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
33.3K+ 23.14% |
$1.09M - $1.12M
|
177K
$5.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
33.2KNew |
$1.08M - $1.12M
|
33.2K
$1.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
33KNew |
$1.08M - $1.11M
|
33K
$1.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
32.1K+ 53.43% |
$1.05M - $1.08M
|
92.3K
$3.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
31.6K+ 5.78% |
$1.03M - $1.06M
|
578K
$19.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
31.3K+ 16.33% |
$1.02M - $1.05M
|
223K
$7.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
30.5K+ 27.16% |
$996K - $1.03M
|
143K
$4.71M
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
30.2K+ 3.03% |
$987K - $1.02M
|
1.03M
$33.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
30.1K+ 43.74% |
$982K - $1.01M
|
98.8K
$3.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
29.8KNew |
$973K - $1M
|
29.8K
$982K
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
29.7K+ 379.12% |
$970K - $1M
|
37.5K
$1.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
29.7K+ 51.44% |
$969K - $999K
|
87.3K
$2.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
29.3KNew |
$955K - $985K
|
29.3K
$965K
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
28.8K+ 2.39% |
$939K - $969K
|
1.23M
$40.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
28.7K+ 24.06% |
$936K - $966K
|
148K
$4.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
28.5KNew |
$932K - $961K
|
28.5K
$941K
|
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
28.1KNew |
$917K - $946K
|
28.1K
$926K
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
27K+ 28.29% |
$881K - $909K
|
122K
$4.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
26.5K+ 62.95% |
$867K - $894K
|
68.7K
$2.27M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
26.4K+ 57.69% |
$863K - $890K
|
72.3K
$2.38M
|