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 |
|---|---|---|---|---|---|---|---|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-3- 0.03% |
$95.9 - $98
|
9.54K
$312K
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
579New |
$18.5K - $18.9K
|
579
$19K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.19KNew |
$38.1K - $39K
|
1.19K
$39.1K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
170New |
$5.43K - $5.55K
|
170
$5.57K
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
36.7KNew |
$1.17M - $1.2M
|
36.7K
$1.2M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
9.34KNew |
$298K - $305K
|
9.34K
$306K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
11.8K+ 10.52% |
$376K - $385K
|
124K
$4.05M
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
2.51KNew |
$80K - $81.8K
|
2.51K
$82K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-333- 4.06% |
$10.6K - $10.9K
|
7.87K
$258K
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
9.26KNew |
$296K - $302K
|
9.26K
$303K
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
8.49KNew |
$271K - $277K
|
8.49K
$278K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
140New |
$4.47K - $4.57K
|
140
$4.58K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-5- 62.5% |
$160 - $163
|
3
$98.2
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
70.4K+ 15.54% |
$2.25M - $2.3M
|
524K
$17.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
66.7KNew |
$2.13M - $2.18M
|
66.7K
$2.18M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-149- 78.01% |
$4.76K - $4.87K
|
42
$1.38K
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
7.63KNew |
$244K - $249K
|
7.63K
$250K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
19New |
$607 - $621
|
19
$622
|
|
|
Jul 26, 2023
Q2 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
4.66K+ 17.73% |
$149K - $152K
|
31K
$1.01M
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
159New |
$5.08K - $5.19K
|
159
$5.21K
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2.67K- 32.97% |
$85.4K - $87.3K
|
5.44K
$178K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-38- 0.59% |
$1.21K - $1.24K
|
6.39K
$209K
|
|
|
Jul 24, 2023
Q2 2023
|
Newport Capital Group, LLC
|
BUY
|
- |
6.87KNew |
$220K - $225K
|
6.87K
$225K
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
125+ 178.57% |
$3.99K - $4.08K
|
195
$6.38K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.65% |
$32 - $32.7
|
154
$5.04K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
84New |
$2.68K - $2.74K
|
84
$2.75K
|
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
134New |
$4.28K - $4.38K
|
134
$4.39K
|
|
| Q1 2023 | |||||||
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
239New |
$7.57K - $7.85K
|
239
$7.82K
|
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
100+ 1.24% |
$3.17K - $3.28K
|
8.16K
$267K
|
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-14.3KClosed |
$452K - $469K
|
0
$0
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
122+ 0.84% |
$3.86K - $4.01K
|
14.7K
$481K
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-23.9K- 13.83% |
$756K - $784K
|
149K
$4.87M
|
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-22.2K- 56.94% |
$703K - $729K
|
16.8K
$550K
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-4.83K- 19.52% |
$153K - $159K
|
19.9K
$652K
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
83.9KNew |
$2.66M - $2.75M
|
83.9K
$2.75M
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
374New |
$11.8K - $12.3K
|
374
$12.2K
|
|
|
May 15, 2023
Q1 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
6.23KNew |
$197K - $204K
|
6.23K
$204K
|
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
650New |
$20.6K - $21.3K
|
650
$21.3K
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
149New |
$4.72K - $4.89K
|
149
$4.88K
|
|
|
May 11, 2023
Q1 2023
|
Pecaut & Co.
|
BUY
|
- |
5.88K+ 9.86% |
$186K - $193K
|
65.5K
$2.14M
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
350+ 106.06% |
$11.1K - $11.5K
|
680
$22.3K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.64K- 25.41% |
$51.9K - $53.8K
|
4.81K
$157K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
1.04K+ 7.8% |
$33K - $34.2K
|
14.4K
$471K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
SELL
|
- |
-540- 64.13% |
$17.1K - $17.7K
|
302
$9.89K
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
52.4KNew |
$1.66M - $1.72M
|
52.4K
$1.71M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
715New |
$22.6K - $23.5K
|
715
$23.4K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-230- 98.29% |
$7.28K - $7.55K
|
4
$131
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-15.7K- 50.29% |
$497K - $515K
|
15.5K
$507K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
472New |
$14.9K - $15.5K
|
472
$15.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
944New |
$29.9K - $31K
|
944
$30.9K
|
|