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 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
$94.8K
|
|
|
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
$281K
|
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-2.6K- 1.51% |
$84.9K - $87.6K
|
169K
$5.58M
|
|
|
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
$2.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.64K- 99.92% |
$119K - $123K
|
3
$98.8
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-3.69K- 7.52% |
$121K - $124K
|
45.4K
$1.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-3.74K- 18.52% |
$122K - $126K
|
16.4K
$542K
|
|
|
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
$639K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-5.24K- 17.67% |
$171K - $177K
|
24.4K
$804K
|
|
|
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
$378K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-6.11K- 31.05% |
$199K - $206K
|
13.6K
$447K
|
|
|
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
$2.14M
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-6.53K- 3.18% |
$213K - $220K
|
199K
$6.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.63K- 20.39% |
$216K - $223K
|
25.9K
$852K
|
|
|
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
|
|
|
Feb 12, 2025
Q4 2024
|
Allianz Investment Management U.S. LLC
Minneapolis, MN |
SELL
|
- |
-7.5K- 4.13% |
$245K - $253K
|
174K
$5.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-8.48K- 20.87% |
$277K - $285K
|
32.1K
$1.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-8.96K- 2.84% |
$293K - $302K
|
307K
$10.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.43K- 8.45% |
$308K - $318K
|
102K
$3.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-10.4K- 14.01% |
$340K - $351K
|
63.9K
$2.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-10.7K- 64.62% |
$349K - $360K
|
5.85K
$193K
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-11.4K- 6.46% |
$373K - $385K
|
166K
$5.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.4K- 0.95% |
$406K - $419K
|
1.29M
$42.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-13.2K- 83.42% |
$432K - $446K
|
2.63K
$86.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Fortune 45 LLC
|
SELL
|
- |
-13.9K- 4.38% |
$455K - $469K
|
304K
$10M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-14K- 2.32% |
$458K - $472K
|
591K
$19.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-14.8K- 32.42% |
$482K - $497K
|
30.8K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-17.8K- 62.92% |
$580K - $598K
|
10.5K
$345K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-18.4K- 17.34% |
$602K - $621K
|
87.9K
$2.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-20.3K- 3.11% |
$662K - $683K
|
632K
$20.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-20.9K- 70.2% |
$683K - $704K
|
8.88K
$292K
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-22.6K- 36.39% |
$738K - $761K
|
39.5K
$1.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-23.9K- 34.81% |
$780K - $805K
|
44.7K
$1.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-24.5K- 9.84% |
$800K - $825K
|
225K
$7.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-27.8K- 37.44% |
$908K - $937K
|
46.5K
$1.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-27.9K- 28.74% |
$911K - $940K
|
69.2K
$2.28M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-29K- 30.3% |
$946K - $976K
|
66.6K
$2.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-33.8K- 11.63% |
$1.1M - $1.14M
|
257K
$8.46M
|