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 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-374- 19.66% |
$12.2K - $12.6K
|
1.53K
$50.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-426- 2.92% |
$13.9K - $14.3K
|
14.2K
$466K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-426- 2.47% |
$13.9K - $14.3K
|
16.8K
$554K
|
|
|
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
$822K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-551- 3.21% |
$18K - $18.6K
|
16.6K
$547K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-559- 2.09% |
$18.3K - $18.8K
|
26.2K
$861K
|
|
|
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
$2.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-599- 1.18% |
$19.6K - $20.2K
|
50.3K
$1.65M
|
|
|
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
$345K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-708- 3.25% |
$23.1K - $23.8K
|
21.1K
$693K
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-721- 4.3% |
$23.5K - $24.3K
|
16K
$527K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-749- 36.38% |
$24.5K - $25.2K
|
1.31K
$43.1K
|
|
|
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
$3.62M
|
|
|
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
$874K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.04K- 49.43% |
$33.9K - $35K
|
1.06K
$35K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.31K- 11.77% |
$42.7K - $44.1K
|
9.81K
$323K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-1.59K- 59.67% |
$51.9K - $53.5K
|
1.07K
$35.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-1.63K- 15.55% |
$53.3K - $55K
|
8.87K
$292K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.78K- 38.2% |
$58.1K - $59.9K
|
2.88K
$94.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.81K- 2.95% |
$59.1K - $61K
|
59.6K
$1.96M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-2.09K- 22.49% |
$68.3K - $70.5K
|
7.21K
$237K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-2.13K- 19.99% |
$69.5K - $71.7K
|
8.52K
$280K
|
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-2.6K- 1.51% |
$84.9K - $87.6K
|
169K
$5.57M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-2.85K- 31.38% |
$93K - $96K
|
6.23K
$205K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.92K- 7.42% |
$95.2K - $98.2K
|
36.4K
$1.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-3.21K- 7.99% |
$105K - $108K
|
37K
$1.22M
|
|
|
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
$2.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.64K- 99.92% |
$119K - $123K
|
3
$98.7
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-3.69K- 7.52% |
$121K - $124K
|
45.4K
$1.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-3.74K- 18.52% |
$122K - $126K
|
16.4K
$541K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-4.67K- 12.66% |
$152K - $157K
|
32.2K
$1.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.68K- 19.46% |
$153K - $158K
|
19.4K
$638K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-5.24K- 17.67% |
$171K - $177K
|
24.4K
$803K
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-5.39K- 10.08% |
$176K - $182K
|
48.1K
$1.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-5.64K- 4.9% |
$184K - $190K
|
109K
$3.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.73K- 33.33% |
$187K - $193K
|
11.5K
$377K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-6.11K- 31.05% |
$199K - $206K
|
13.6K
$446K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-6.13K- 15.76% |
$200K - $207K
|
32.8K
$1.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-6.25K- 8.78% |
$204K - $210K
|
64.9K
$2.13M
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-6.53K- 3.18% |
$213K - $220K
|
199K
$6.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.63K- 20.39% |
$216K - $223K
|
25.9K
$851K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-6.64K- 0.97% |
$217K - $223K
|
680K
$22.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
SELL
|
- |
-7.4K- 38.18% |
$241K - $249K
|
12K
$394K
|