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 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1New |
$32.7 - $33.7
|
1
$33
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.0% |
$32.7 - $33.7
|
30.4K
$1M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
1+ 0.04% |
$32.7 - $33.7
|
2.74K
$90.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1New |
$32.7 - $33.7
|
1
$33
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
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
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-4- 0.08% |
$131 - $135
|
5.25K
$173K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-8- 0.42% |
$261 - $269
|
1.89K
$62.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-10- 0.55% |
$327 - $337
|
1.8K
$59.2K
|
|
|
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
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-54- 2.78% |
$1.76K - $1.82K
|
1.89K
$62.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-72- 1.08% |
$2.35K - $2.42K
|
6.62K
$218K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-77- 1.13% |
$2.51K - $2.59K
|
6.74K
$222K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-130- 2.52% |
$4.24K - $4.38K
|
5.02K
$166K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-157- 2.43% |
$5.13K - $5.29K
|
6.31K
$208K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-202- 0.24% |
$6.6K - $6.8K
|
83.8K
$2.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-221- 2.18% |
$7.22K - $7.44K
|
9.9K
$327K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-256- 3.74% |
$8.36K - $8.62K
|
6.59K
$217K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-265- 0.04% |
$8.65K - $8.93K
|
693K
$22.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-316- 0.52% |
$10.3K - $10.6K
|
59.9K
$1.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-327- 0.52% |
$10.7K - $11K
|
62.9K
$2.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-374- 19.66% |
$12.2K - $12.6K
|
1.53K
$50.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-426- 2.92% |
$13.9K - $14.3K
|
14.2K
$467K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-426- 2.47% |
$13.9K - $14.3K
|
16.8K
$556K
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-450- 6.65% |
$14.7K - $15.2K
|
6.32K
$208K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-527- 2.06% |
$17.2K - $17.7K
|
25K
$824K
|
|
|
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
$863K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-583- 48.14% |
$19K - $19.6K
|
628
$20.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-587- 90.17% |
$19.2K - $19.8K
|
64
$2.11K
|
|
|
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
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-708- 3.25% |
$23.1K - $23.8K
|
21.1K
$695K
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-721- 4.3% |
$23.5K - $24.3K
|
16K
$529K
|
|
|
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
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-875- 2.15% |
$28.6K - $29.5K
|
39.8K
$1.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-878- 0.79% |
$28.7K - $29.6K
|
110K
$3.63M
|
|
|
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
$876K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.04K- 49.43% |
$33.9K - $35K
|
1.06K
$35.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.31K- 11.77% |
$42.7K - $44.1K
|
9.81K
$324K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-1.59K- 59.67% |
$51.9K - $53.5K
|
1.07K
$35.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-1.63K- 15.55% |
$53.3K - $55K
|
8.87K
$293K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.78K- 38.2% |
$58.1K - $59.9K
|
2.88K
$94.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.81K- 2.95% |
$59.1K - $61K
|
59.6K
$1.97M
|