Latest Institutional Transactions on Spdr Portfolio Intermediate Te (SPIB)
This table provides information on the latest institutional transactions involving Spdr Portfolio Intermediate Te (SPIB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.48KNew |
$47.3K - $48.2K
|
1.48K
$48.5K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
170+ 32.76% |
$5.44K - $5.56K
|
689
$22.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
482New |
$15.4K - $15.8K
|
482
$15.8K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
913New |
$29.2K - $29.8K
|
913
$30K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
1New |
$32 - $32.7
|
1
$32.9
|
|
| Q1 2024 | |||||||
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
84.8K+ 1119.02% |
$2.75M - $2.79M
|
92.4K
$3.04M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
245New |
$7.93K - $8.06K
|
245
$8.05K
|
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
47KNew |
$1.52M - $1.55M
|
47K
$1.54M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
208New |
$6.74K - $6.85K
|
208
$6.83K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
705+ 10.54% |
$22.8K - $23.2K
|
7.39K
$243K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
25New |
$810 - $823
|
25
$822
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
43New |
$1.39K - $1.42K
|
43
$1.41K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
101New |
$3.27K - $3.32K
|
101
$3.32K
|
|
|
May 14, 2024
Q1 2024
|
Allianz Investment Management U.S. LLC
Minneapolis, MN |
SELL
|
- |
-562K- 75.58% |
$18.2M - $18.5M
|
182K
$5.97M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
28.8K+ 7.31% |
$932K - $947K
|
422K
$13.9M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
102K+ 120.86% |
$3.3M - $3.35M
|
186K
$6.11M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-5.41K- 5.11% |
$175K - $178K
|
100K
$3.3M
|
|
|
May 13, 2024
Q1 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
110KNew |
$3.56M - $3.62M
|
110K
$3.61M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
518New |
$16.8K - $17K
|
518
$17K
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
6.23KNew |
$202K - $205K
|
6.23K
$205K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-200- 74.07% |
$6.48K - $6.58K
|
70
$2.3K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.95K- 18.31% |
$63.3K - $64.3K
|
8.72K
$287K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
21.2KNew |
$685K - $696K
|
21.2K
$695K
|
|
|
May 10, 2024
Q1 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
6.73KNew |
$218K - $222K
|
6.73K
$221K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
2.98K+ 21.92% |
$96.5K - $98.1K
|
16.6K
$545K
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
92.1KNew |
$2.98M - $3.03M
|
92.1K
$3.03M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.99KNew |
$291K - $296K
|
8.99K
$295K
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-1.3K- 53.54% |
$42.1K - $42.8K
|
1.13K
$37.1K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-419K- 3.24% |
$13.6M - $13.8M
|
12.5M
$410M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
33.4K+ 299.87% |
$1.08M - $1.1M
|
44.5K
$1.46M
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
140New |
$4.53K - $4.61K
|
140
$4.6K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-800- 50.22% |
$25.9K - $26.3K
|
793
$26.1K
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
7.3KNew |
$236K - $240K
|
7.3K
$240K
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
6.57KNew |
$213K - $216K
|
6.57K
$216K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
265New |
$8.58K - $8.72K
|
265
$8.71K
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
BUY
|
- |
306+ 170.0% |
$9.91K - $10.1K
|
486
$16K
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-5.12K- 41.09% |
$166K - $168K
|
7.34K
$241K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
51+ 0.4% |
$1.65K - $1.68K
|
12.9K
$425K
|
|
|
Apr 30, 2024
Q1 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-383- 3.93% |
$12.4K - $12.6K
|
9.36K
$307K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
10.4KNew |
$335K - $341K
|
10.4K
$340K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1New |
$32.4 - $32.9
|
1
$32.9
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-92- 5.81% |
$2.98K - $3.03K
|
1.49K
$49K
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
71New |
$2.3K - $2.34K
|
71
$2.33K
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
15New |
$486 - $494
|
15
$493
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
2New |
$64.8 - $65.8
|
2
$65.7
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-3.36K- 50.4% |
$109K - $111K
|
3.31K
$109K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
309New |
$10K - $10.2K
|
309
$10.2K
|
|
|
Apr 23, 2024
Q1 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-2.77K- 26.19% |
$89.6K - $91.1K
|
7.8K
$256K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
7.58KNew |
$245K - $249K
|
7.58K
$249K
|
|