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 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
81New |
$2.64K - $2.73K
|
81
$2.67K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
70New |
$2.29K - $2.36K
|
70
$2.31K
|
|
|
Jan 28, 2025
Q4 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
54+ 0.71% |
$1.76K - $1.82K
|
7.62K
$251K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
39New |
$1.27K - $1.31K
|
39
$1.29K
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
36+ 0.34% |
$1.18K - $1.21K
|
10.7K
$352K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
10+ 1.52% |
$327 - $337
|
670
$22.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
10+ 1.47% |
$327 - $337
|
692
$22.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
9New |
$294 - $303
|
9
$297
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
7+ 0.5% |
$229 - $236
|
1.41K
$46.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1New |
$32.7 - $33.7
|
1
$33
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-1- 0.01% |
$32.7 - $33.7
|
7.64K
$252K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-3- 0.12% |
$97.9 - $101
|
2.42K
$79.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-21- 0.95% |
$686 - $707
|
2.2K
$72.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-30- 0.45% |
$980 - $1.01K
|
6.58K
$217K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-130- 2.52% |
$4.24K - $4.38K
|
5.02K
$165K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-202- 0.24% |
$6.6K - $6.8K
|
83.8K
$2.76M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-265- 0.04% |
$8.65K - $8.93K
|
693K
$22.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-316- 0.52% |
$10.3K - $10.6K
|
59.9K
$1.97M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-551- 3.21% |
$18K - $18.6K
|
16.6K
$548K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-559- 2.09% |
$18.3K - $18.8K
|
26.2K
$862K
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-599- 1.18% |
$19.6K - $20.2K
|
50.3K
$1.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-670- 9.08% |
$21.9K - $22.6K
|
6.71K
$221K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-687- 6.15% |
$22.4K - $23.1K
|
10.5K
$346K
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-721- 4.3% |
$23.5K - $24.3K
|
16K
$528K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-749- 36.38% |
$24.5K - $25.2K
|
1.31K
$43.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-766- 2.14% |
$25K - $25.8K
|
35K
$1.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-878- 0.79% |
$28.7K - $29.6K
|
110K
$3.62M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-884- 1.72% |
$28.9K - $29.8K
|
50.4K
$1.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-900- 3.28% |
$29.4K - $30.3K
|
26.6K
$875K
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-1.63K- 15.55% |
$53.3K - $55K
|
8.87K
$292K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-2.09K- 22.49% |
$68.3K - $70.5K
|
7.21K
$238K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-2.13K- 19.99% |
$69.5K - $71.7K
|
8.52K
$281K
|
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-2.6K- 1.51% |
$84.9K - $87.6K
|
169K
$5.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-3.32K- 20.69% |
$108K - $112K
|
12.7K
$419K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-3.4K- 4.31% |
$111K - $114K
|
75.5K
$2.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.64K- 99.92% |
$119K - $123K
|
3
$98.9
|
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-3.74K- 18.52% |
$122K - $126K
|
16.4K
$542K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-5.64K- 4.9% |
$184K - $190K
|
109K
$3.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-6.13K- 15.76% |
$200K - $207K
|
32.8K
$1.08M
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-6.53K- 3.18% |
$213K - $220K
|
199K
$6.56M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-6.64K- 0.97% |
$217K - $223K
|
680K
$22.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-8.48K- 20.87% |
$277K - $285K
|
32.1K
$1.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-8.96K- 2.84% |
$293K - $302K
|
307K
$10.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-10.4K- 14.01% |
$340K - $351K
|
63.9K
$2.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-11.4K- 6.46% |
$373K - $385K
|
166K
$5.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-13.2K- 83.42% |
$432K - $446K
|
2.63K
$86.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-14K- 2.32% |
$458K - $472K
|
591K
$19.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-14.8K- 32.42% |
$482K - $497K
|
30.8K
$1.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-18.4K- 17.34% |
$602K - $621K
|
87.9K
$2.9M
|