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
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.2K+ 4.89% |
$235K - $242K
|
155K
$5.1M
|
|
|
Feb 19, 2025
Q4 2024
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
7.1KNew |
$232K - $239K
|
7.1K
$234K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
6.96K+ 28.73% |
$227K - $235K
|
31.2K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
6.8KNew |
$222K - $229K
|
6.8K
$224K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
6.8KNew |
$222K - $229K
|
6.8K
$224K
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
6.66K+ 3.29% |
$217K - $224K
|
209K
$6.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
6.64K+ 4.5% |
$217K - $224K
|
154K
$5.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
6.64KNew |
$217K - $224K
|
6.64K
$219K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
6.61K+ 4.63% |
$216K - $223K
|
149K
$4.92M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
6.47KNew |
$211K - $218K
|
6.47K
$213K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
6.47K+ 10.27% |
$211K - $218K
|
69.4K
$2.29M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
6.38K+ 91.09% |
$208K - $215K
|
13.4K
$441K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
6.29KNew |
$205K - $212K
|
6.29K
$207K
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
6.17KNew |
$201K - $208K
|
6.17K
$203K
|
|
|
Feb 12, 2025
Q4 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
6.11K+ 9.15% |
$199K - $206K
|
72.8K
$2.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.02K+ 18.13% |
$196K - $203K
|
39.2K
$1.29M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.79K+ 8.9% |
$189K - $195K
|
70.8K
$2.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
5.73K+ 10.76% |
$187K - $193K
|
59K
$1.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
5.72K+ 3.21% |
$187K - $193K
|
184K
$6.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.7K+ 4.94% |
$186K - $192K
|
121K
$3.99M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
5.6K+ 465.03% |
$183K - $189K
|
6.8K
$224K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
5.54KNew |
$181K - $186K
|
5.54K
$182K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.49K+ 5.27% |
$179K - $185K
|
110K
$3.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
5.21K+ 4.37% |
$170K - $175K
|
124K
$4.1M
|
|
|
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
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
4.71K+ 7.93% |
$154K - $158K
|
64K
$2.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
4.54K+ 12.57% |
$148K - $153K
|
40.6K
$1.34M
|
|
|
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
$285K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
4.18K+ 2.41% |
$137K - $141K
|
178K
$5.86M
|
|
|
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
$295K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.91K+ 23.54% |
$128K - $132K
|
20.5K
$677K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.78K+ 11.32% |
$123K - $127K
|
37.1K
$1.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
3.7K+ 1.02% |
$121K - $125K
|
366K
$12.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.7K+ 165.77% |
$121K - $125K
|
5.93K
$196K
|
|
|
Feb 10, 2025
Q4 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
3.69K+ 6.87% |
$120K - $124K
|
57.4K
$1.89M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
3.53K+ 271.69% |
$115K - $119K
|
4.83K
$159K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
3.46K+ 481.87% |
$113K - $116K
|
4.17K
$138K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.41K+ 1.7% |
$111K - $115K
|
204K
$6.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.39K+ 338.38% |
$111K - $114K
|
4.4K
$145K
|
|
|
Feb 11, 2025
Q4 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
3.33K+ 5.67% |
$109K - $112K
|
62.1K
$2.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3.23K+ 5.84% |
$105K - $109K
|
58.6K
$1.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.22K+ 3.89% |
$105K - $109K
|
86.1K
$2.84M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3.17K+ 7.43% |
$104K - $107K
|
45.9K
$1.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
3.06K+ 3.78% |
$100K - $103K
|
84.2K
$2.77M
|