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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.61K- 15.6% |
$49.6K - $52.8K
|
8.69K
$284K
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-36- 0.1% |
$1.11K - $1.18K
|
35.7K
$1.17M
|
|
|
Feb 08, 2024
Q4 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
6.8KNew |
$210K - $224K
|
6.8K
$223K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
880New |
$27.2K - $28.9K
|
880
$28.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-18.7K- 20.13% |
$576K - $613K
|
74K
$2.42M
|
|
|
Jan 31, 2024
Q4 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
18.6KNew |
$574K - $611K
|
18.6K
$609K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.1KNew |
$34K - $36.2K
|
1.1K
$36K
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-22.6K- 34.7% |
$699K - $743K
|
42.5K
$1.39M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-36- 0.53% |
$1.11K - $1.18K
|
6.72K
$220K
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-5K- 21.27% |
$155K - $164K
|
18.5K
$606K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.99K+ 0.93% |
$92.4K - $98.3K
|
325K
$10.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
9.58KNew |
$296K - $315K
|
9.58K
$314K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-1- 0.4% |
$30.9 - $32.9
|
250
$8.19K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
9+ 1.49% |
$278 - $296
|
613
$20.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
144New |
$4.45K - $4.74K
|
144
$4.71K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
450New |
$13.9K - $14.8K
|
450
$14.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-21.2K- 9.97% |
$654K - $696K
|
191K
$6.26M
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-6.08K- 54.99% |
$188K - $200K
|
4.98K
$163K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-13.6K- 40.5% |
$420K - $447K
|
20K
$654K
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-100- 0.78% |
$3.09K - $3.29K
|
12.7K
$416K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.82K+ 1.1% |
$56.3K - $59.9K
|
167K
$5.47M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.12KNew |
$34.7K - $36.9K
|
1.12K
$36.7K
|
|
| Q3 2023 | |||||||
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-196- 2.99% |
$6.15K - $6.32K
|
6.37K
$209K
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1New |
$31.4 - $32.3
|
1
$32.7
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-86- 83.5% |
$2.7K - $2.77K
|
17
$557
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
268KNew |
$8.4M - $8.63M
|
268K
$8.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-216K- 76.21% |
$6.77M - $6.96M
|
67.3K
$2.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
16.9KNew |
$529K - $544K
|
16.9K
$552K
|
|
|
Nov 13, 2023
Q3 2023
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-2K- 18.18% |
$62.8K - $64.5K
|
9K
$295K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-5.73MClosed |
$180M - $185M
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
276New |
$8.67K - $8.9K
|
276
$9.04K
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
999New |
$31.4K - $32.2K
|
999
$32.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.35K- 10.75% |
$42.3K - $43.5K
|
11.2K
$366K
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
7.21KNew |
$226K - $233K
|
7.21K
$236K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
43+ 0.51% |
$1.35K - $1.39K
|
8.47K
$277K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
19New |
$597 - $613
|
19
$622
|
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.39K+ 81.82% |
$43.7K - $44.9K
|
3.09K
$101K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
41.6K+ 202.16% |
$1.3M - $1.34M
|
62.1K
$2.03M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
254+ 1.73% |
$7.98K - $8.19K
|
15K
$489K
|
|
|
Oct 26, 2023
Q3 2023
|
Family Capital Trust CO
|
BUY
|
- |
373New |
$11.7K - $12K
|
373
$12.2K
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-72- 8.26% |
$2.26K - $2.32K
|
800
$26.2K
|
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
12.6KNew |
$395K - $405K
|
12.6K
$412K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
192New |
$6.03K - $6.19K
|
192
$6.29K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
110KNew |
$3.46M - $3.55M
|
110K
$3.61M
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
8.72KNew |
$274K - $281K
|
8.72K
$285K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
195KNew |
$6.11M - $6.28M
|
195K
$6.37M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-102- 18.68% |
$3.2K - $3.29K
|
444
$14.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
92New |
$2.89K - $2.97K
|
92
$3.01K
|
|
|
Oct 10, 2023
Q3 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-4.35K- 39.3% |
$137K - $140K
|
6.72K
$220K
|
|
| Q2 2023 | |||||||
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-608Closed |
$19.4K - $19.9K
|
0
$0
|
|