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 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
488+ 0.47% |
$15.9K - $16.4K
|
103K
$3.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
476+ 15866.67% |
$15.5K - $16K
|
479
$15.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
474+ 45.45% |
$15.5K - $16K
|
1.52K
$49.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
395+ 3.97% |
$12.9K - $13.3K
|
10.4K
$339K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
354+ 0.89% |
$11.6K - $11.9K
|
40.1K
$1.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
349+ 4.33% |
$11.4K - $11.8K
|
8.4K
$275K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
331New |
$10.8K - $11.1K
|
331
$10.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
313+ 4.05% |
$10.2K - $10.5K
|
8.04K
$263K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
270+ 3.09% |
$8.82K - $9.09K
|
9.02K
$295K
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
218+ 19.33% |
$7.12K - $7.34K
|
1.35K
$44.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
215+ 0.28% |
$7.02K - $7.24K
|
77.4K
$2.53M
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
199+ 0.32% |
$6.5K - $6.7K
|
63K
$2.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
199+ 2.84% |
$6.5K - $6.7K
|
7.22K
$236K
|
|
|
Feb 13, 2025
Q4 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
185+ 0.16% |
$6.04K - $6.23K
|
114K
$3.72M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
175New |
$5.71K - $5.89K
|
175
$5.73K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
173New |
$5.65K - $5.83K
|
173
$5.66K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
138New |
$4.51K - $4.65K
|
138
$4.52K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
109+ 0.44% |
$3.56K - $3.67K
|
24.7K
$810K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
100New |
$3.27K - $3.37K
|
100
$3.27K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
89New |
$2.91K - $3K
|
89
$2.91K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
84+ 0.9% |
$2.74K - $2.83K
|
9.45K
$310K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
BUY
|
- |
82+ 0.38% |
$2.68K - $2.76K
|
21.5K
$704K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
81New |
$2.64K - $2.73K
|
81
$2.65K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
70New |
$2.29K - $2.36K
|
70
$2.29K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
62+ 0.81% |
$2.02K - $2.09K
|
7.73K
$253K
|
|
|
Jan 28, 2025
Q4 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
54+ 0.71% |
$1.76K - $1.82K
|
7.62K
$250K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
53+ 0.89% |
$1.73K - $1.79K
|
6.02K
$197K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
39New |
$1.27K - $1.31K
|
39
$1.28K
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
36+ 0.34% |
$1.18K - $1.21K
|
10.7K
$350K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
24New |
$784 - $808
|
24
$786
|
|
|
Feb 11, 2025
Q4 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
22+ 0.33% |
$718 - $741
|
6.59K
$216K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
19New |
$620 - $640
|
19
$622
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
18New |
$588 - $606
|
18
$589
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
10+ 1.52% |
$327 - $337
|
670
$21.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
10+ 1.47% |
$327 - $337
|
692
$22.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
9New |
$294 - $303
|
9
$295
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
7+ 0.5% |
$229 - $236
|
1.41K
$46.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
6New |
$196 - $202
|
6
$196
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1New |
$32.7 - $33.7
|
1
$32.7
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1New |
$32.7 - $33.7
|
1
$32.7
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
1+ 0.04% |
$32.7 - $33.7
|
2.74K
$89.6K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1New |
$32.7 - $33.7
|
1
$32.7
|
|
|
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
$250K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-3- 0.12% |
$97.9 - $101
|
2.42K
$79.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-4- 0.08% |
$131 - $135
|
5.25K
$172K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-8- 0.42% |
$261 - $269
|
1.89K
$61.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-21- 0.95% |
$686 - $707
|
2.2K
$72K
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-30- 0.45% |
$980 - $1.01K
|
6.58K
$215K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-54- 2.78% |
$1.76K - $1.82K
|
1.89K
$61.9K
|