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 |
|---|---|---|---|---|---|---|---|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.04K+ 0.95% |
$33.8K - $34.9K
|
110K
$3.65M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.02K+ 10.92% |
$33.4K - $34.5K
|
10.4K
$345K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.02KNew |
$33.1K - $34.2K
|
1.02K
$33.7K
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
1K+ 49.68% |
$32.7K - $33.7K
|
3.01K
$100K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
982+ 56.34% |
$32.1K - $33.1K
|
2.73K
$90.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
971New |
$31.7K - $32.7K
|
971
$32.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
931+ 0.46% |
$30.4K - $31.4K
|
203K
$6.76M
|
|
|
Feb 13, 2025
Q4 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
895+ 3.98% |
$29.2K - $30.1K
|
23.4K
$777K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
889New |
$29K - $29.9K
|
889
$29.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
775+ 2.67% |
$25.3K - $26.1K
|
29.8K
$990K
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
BUY
|
- |
774+ 2.92% |
$25.3K - $26.1K
|
27.2K
$904K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
739New |
$24.1K - $24.9K
|
739
$24.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
739+ 4.78% |
$24.1K - $24.9K
|
16.2K
$538K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
693+ 10.54% |
$22.6K - $23.3K
|
7.27K
$241K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
678New |
$22.1K - $22.8K
|
678
$22.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
621+ 1478.57% |
$20.3K - $20.9K
|
663
$22K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
616+ 4.41% |
$20.1K - $20.7K
|
14.6K
$485K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
607New |
$19.8K - $20.4K
|
607
$20.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
605+ 0.89% |
$19.8K - $20.4K
|
68.7K
$2.28M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
569+ 7.53% |
$18.6K - $19.2K
|
8.13K
$270K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
555New |
$18.1K - $18.7K
|
555
$18.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
529+ 1.56% |
$17.3K - $17.8K
|
34.5K
$1.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
523+ 2.06% |
$17.1K - $17.6K
|
25.9K
$861K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
510+ 5.9% |
$16.7K - $17.2K
|
9.15K
$304K
|
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
488+ 0.47% |
$15.9K - $16.4K
|
103K
$3.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
476+ 15866.67% |
$15.5K - $16K
|
479
$15.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
474+ 45.45% |
$15.5K - $16K
|
1.52K
$50.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Pacific Financial Group Inc
|
BUY
|
- |
444+ 0.6% |
$14.5K - $15K
|
74.8K
$2.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
435New |
$14.2K - $14.7K
|
435
$14.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
395+ 3.97% |
$12.9K - $13.3K
|
10.4K
$344K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
394+ 1125.71% |
$12.9K - $13.3K
|
429
$14.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
354+ 0.89% |
$11.6K - $11.9K
|
40.1K
$1.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
349+ 4.33% |
$11.4K - $11.8K
|
8.4K
$279K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
345New |
$11.3K - $11.6K
|
345
$11.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
331New |
$10.8K - $11.1K
|
331
$11K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
313+ 4.05% |
$10.2K - $10.5K
|
8.04K
$267K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
270+ 3.09% |
$8.82K - $9.09K
|
9.02K
$299K
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
218+ 19.33% |
$7.12K - $7.34K
|
1.35K
$44.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
215+ 0.28% |
$7.02K - $7.24K
|
77.4K
$2.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
201New |
$6.56K - $6.77K
|
201
$6.67K
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
199+ 0.32% |
$6.5K - $6.7K
|
63K
$2.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
199+ 2.84% |
$6.5K - $6.7K
|
7.22K
$240K
|
|
|
Feb 13, 2025
Q4 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
185+ 0.16% |
$6.04K - $6.23K
|
114K
$3.78M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
175New |
$5.71K - $5.89K
|
175
$5.81K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
173New |
$5.65K - $5.83K
|
173
$5.74K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
139New |
$4.54K - $4.68K
|
139
$4.61K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
138New |
$4.51K - $4.65K
|
138
$4.58K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
109+ 0.44% |
$3.56K - $3.67K
|
24.7K
$821K
|
|
|
Feb 14, 2025
Q4 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
103+ 0.64% |
$3.36K - $3.47K
|
16.2K
$537K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
100New |
$3.27K - $3.37K
|
100
$3.32K
|