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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
13.5KNew |
$439K - $453K
|
13.5K
$442K
|
|
|
Feb 10, 2025
Q4 2024
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
13.4K+ 8.41% |
$437K - $451K
|
172K
$5.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
13.1K+ 92.07% |
$428K - $441K
|
27.3K
$899K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
12.7KNew |
$416K - $429K
|
12.7K
$419K
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
12.6K+ 5.67% |
$413K - $426K
|
236K
$7.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
12.6KNew |
$412K - $425K
|
12.6K
$415K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
12.5K+ 24.25% |
$407K - $420K
|
63.9K
$2.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
12.3KNew |
$400K - $413K
|
12.3K
$403K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
12.2K+ 17.35% |
$398K - $410K
|
82.4K
$2.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
11.9K+ 55.9% |
$389K - $401K
|
33.2K
$1.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
11.7KNew |
$381K - $393K
|
11.7K
$384K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
11.6K+ 2.8% |
$377K - $389K
|
424K
$13.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
11.3KNew |
$370K - $382K
|
11.3K
$373K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
11.3K+ 8.04% |
$368K - $380K
|
152K
$4.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
11.1K+ 1740.41% |
$361K - $373K
|
11.7K
$385K
|
|
|
Jan 14, 2025
Q4 2024
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
10.5K+ 25.89% |
$343K - $354K
|
51.2K
$1.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
10.5K+ 6.46% |
$342K - $353K
|
173K
$5.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.4K+ 5.52% |
$341K - $351K
|
200K
$6.56M
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
10.4K+ 6.92% |
$341K - $351K
|
161K
$5.3M
|
|
|
Feb 25, 2025
Q4 2024
|
Advisor Resource Council
|
BUY
|
- |
10.4KNew |
$340K - $350K
|
10.4K
$342K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
10.4K+ 21.01% |
$339K - $350K
|
59.9K
$1.97M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
10.3KNew |
$335K - $346K
|
10.3K
$338K
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
10.2K+ 64.83% |
$332K - $342K
|
25.8K
$850K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10K+ 33.69% |
$327K - $337K
|
39.7K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
9.92K+ 5.9% |
$324K - $334K
|
178K
$5.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
9.9K+ 9.22% |
$323K - $333K
|
117K
$3.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.86K+ 3.35% |
$322K - $332K
|
304K
$10M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.57K+ 10.72% |
$313K - $322K
|
98.9K
$3.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
9.34KNew |
$305K - $314K
|
9.34K
$307K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
9.3K+ 7.39% |
$303K - $313K
|
135K
$4.44M
|
|
|
Mar 19, 2025
Q4 2024
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
9.2KNew |
$301K - $310K
|
9.2K
$303K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
9.16K+ 2.17% |
$299K - $309K
|
432K
$14.2M
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
8.9KNew |
$290K - $300K
|
8.9K
$293K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
8.82K+ 5.23% |
$288K - $297K
|
177K
$5.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
8.77K+ 4.07% |
$286K - $295K
|
224K
$7.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
8.74K+ 22.55% |
$285K - $294K
|
47.5K
$1.56M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
8.64K+ 122.55% |
$282K - $291K
|
15.7K
$516K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
8.55K+ 36.95% |
$279K - $288K
|
31.7K
$1.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
8.35KNew |
$273K - $281K
|
8.35K
$275K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
8.34K+ 106.83% |
$272K - $281K
|
16.1K
$531K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.17KNew |
$267K - $275K
|
8.17K
$269K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
8.13KNew |
$266K - $274K
|
8.13K
$267K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.81K+ 4.37% |
$255K - $263K
|
186K
$6.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7.8KNew |
$255K - $263K
|
7.8K
$257K
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
7.77K+ 6.82% |
$254K - $262K
|
122K
$4M
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
7.77K+ 4.02% |
$254K - $262K
|
201K
$6.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
7.68KNew |
$251K - $259K
|
7.68K
$253K
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
7.63KNew |
$249K - $257K
|
7.63K
$251K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
7.55K+ 150.03% |
$246K - $254K
|
12.6K
$414K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
7.44K+ 7.12% |
$243K - $250K
|
112K
$3.68M
|