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 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.11K+ 2.58% |
$167K - $172K
|
203K
$6.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.97K+ 18.48% |
$162K - $167K
|
31.8K
$1.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
4.51K+ 17.26% |
$147K - $152K
|
30.6K
$1.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
4.48K+ 72.45% |
$146K - $151K
|
10.7K
$351K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.25K+ 16.81% |
$139K - $143K
|
29.6K
$974K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4.21K+ 95.03% |
$137K - $142K
|
8.63K
$284K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
4.17KNew |
$136K - $140K
|
4.17K
$137K
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
4.02K+ 61.56% |
$131K - $135K
|
10.6K
$348K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
3.92K+ 78.2% |
$128K - $132K
|
8.94K
$294K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
3.46K+ 481.87% |
$113K - $116K
|
4.17K
$137K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3.23K+ 5.84% |
$105K - $109K
|
58.6K
$1.93M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3.17K+ 7.43% |
$104K - $107K
|
45.9K
$1.51M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
3K+ 1.53% |
$98K - $101K
|
199K
$6.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
2.91K+ 638.38% |
$95K - $98K
|
3.37K
$111K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.87K+ 2.26% |
$93.7K - $96.6K
|
130K
$4.27M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.78KNew |
$90.7K - $93.6K
|
2.78K
$91.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
2.72K+ 10.31% |
$88.7K - $91.5K
|
29.1K
$958K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.57K+ 22.17% |
$83.8K - $86.5K
|
14.2K
$466K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
2.51K+ 3.59% |
$81.8K - $84.4K
|
72.3K
$2.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.5K+ 4.35% |
$81.7K - $84.3K
|
60.1K
$1.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
2.47K+ 71.65% |
$80.5K - $83.1K
|
5.91K
$195K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.38K+ 18.5% |
$77.8K - $80.2K
|
15.3K
$503K
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
2.14K+ 6.34% |
$69.9K - $72.1K
|
35.9K
$1.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.1K+ 1.03% |
$68.5K - $70.6K
|
206K
$6.78M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2.06KNew |
$67.2K - $69.3K
|
2.06K
$67.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
2.02K+ 0.75% |
$66K - $68.1K
|
272K
$8.96M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2K+ 2.27% |
$65.3K - $67.4K
|
90K
$2.96M
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
BUY
|
- |
1.61K+ 0.37% |
$52.4K - $54.1K
|
430K
$14.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.3K+ 1411.96% |
$42.4K - $43.8K
|
1.39K
$45.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.24K+ 8.2% |
$40.6K - $41.9K
|
16.4K
$541K
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
1.14K+ 17.21% |
$37.2K - $38.4K
|
7.76K
$256K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.02K+ 10.92% |
$33.4K - $34.5K
|
10.4K
$342K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
889New |
$29K - $29.9K
|
889
$29.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
739+ 4.78% |
$24.1K - $24.9K
|
16.2K
$534K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
621+ 1478.57% |
$20.3K - $20.9K
|
663
$21.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
616+ 4.41% |
$20.1K - $20.7K
|
14.6K
$481K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
605+ 0.89% |
$19.8K - $20.4K
|
68.7K
$2.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
555New |
$18.1K - $18.7K
|
555
$18.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
523+ 2.06% |
$17.1K - $17.6K
|
25.9K
$855K
|
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
488+ 0.47% |
$15.9K - $16.4K
|
103K
$3.41M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
395+ 3.97% |
$12.9K - $13.3K
|
10.4K
$341K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
354+ 0.89% |
$11.6K - $11.9K
|
40.1K
$1.32M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
331New |
$10.8K - $11.1K
|
331
$10.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
313+ 4.05% |
$10.2K - $10.5K
|
8.04K
$265K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
270+ 3.09% |
$8.82K - $9.09K
|
9.02K
$297K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
215+ 0.28% |
$7.02K - $7.24K
|
77.4K
$2.55M
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
199+ 0.32% |
$6.5K - $6.7K
|
63K
$2.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
199+ 2.84% |
$6.5K - $6.7K
|
7.22K
$238K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
89New |
$2.91K - $3K
|
89
$2.93K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
BUY
|
- |
82+ 0.38% |
$2.68K - $2.76K
|
21.5K
$708K
|