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 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
18New |
$553 - $582
|
18
$597
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.04KNew |
$31.9K - $33.6K
|
1.04K
$34.5K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
11.9KNew |
$365K - $384K
|
11.9K
$394K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
25New |
$769 - $809
|
25
$830
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-7.01K- 43.7% |
$215K - $227K
|
9.02K
$299K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-432- 92.11% |
$13.3K - $14K
|
37
$1.23K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-288- 4.29% |
$8.85K - $9.32K
|
6.42K
$213K
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
194New |
$5.96K - $6.28K
|
194
$6.44K
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Cs Group, LLC
|
SELL
|
- |
-680- 9.45% |
$20.9K - $22K
|
6.52K
$216K
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
2.19K+ 283.92% |
$67.3K - $70.8K
|
2.96K
$98.2K
|
|
|
Jan 19, 2023
Q4 2022
|
Melone Private Wealth, LLC
|
SELL
|
- |
-3.18K- 18.45% |
$97.8K - $103K
|
14.1K
$467K
|
|
|
Jan 19, 2023
Q4 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-67.2K- 75.79% |
$2.07M - $2.17M
|
21.5K
$712K
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-36- 11.39% |
$1.11K - $1.16K
|
280
$9.29K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
424New |
$13K - $13.7K
|
424
$14.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
7.53KNew |
$231K - $244K
|
7.53K
$250K
|
|
|
Jan 17, 2023
Q4 2022
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-2.78K- 9.11% |
$85.3K - $89.8K
|
27.7K
$919K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
7New |
$215 - $227
|
7
$232
|
|
|
Jan 13, 2023
Q4 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-139- 1.93% |
$4.27K - $4.5K
|
7.08K
$235K
|
|
|
Jan 13, 2023
Q4 2022
|
Stewardship Advisors, LLC
|
SELL
|
- |
-32K- 12.62% |
$984K - $1.04M
|
222K
$7.35M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
908New |
$27.9K - $29.4K
|
908
$30.1K
|
|
|
Jan 10, 2023
Q4 2022
|
Rnc Capital Management LLC
|
BUY
|
- |
225KNew |
$6.9M - $7.27M
|
225K
$7.45M
|
|
| Q3 2022 | |||||||
|
Dec 19, 2024
Q3 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-106Closed |
$3.3K - $3.54K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-183- 90.15% |
$5.69K - $6.11K
|
20
$664
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-7- 0.09% |
$218 - $234
|
8.09K
$268K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-12.6K- 44.25% |
$393K - $421K
|
15.9K
$528K
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
102New |
$3.17K - $3.4K
|
102
$3.39K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
6+ 0.52% |
$187 - $200
|
1.15K
$38.2K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
357New |
$11.1K - $11.9K
|
357
$11.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
574+ 5.69% |
$17.9K - $19.2K
|
10.7K
$354K
|
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-410- 5.61% |
$12.8K - $13.7K
|
6.9K
$229K
|
|
|
Nov 07, 2022
Q3 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
131KNew |
$4.08M - $4.38M
|
131K
$4.35M
|
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-4.17K- 6.51% |
$130K - $139K
|
59.9K
$1.99M
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-585- 16.46% |
$18.2K - $19.5K
|
2.97K
$98.5K
|
|
|
Oct 27, 2022
Q3 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
149New |
$4.64K - $4.97K
|
149
$4.95K
|
|
|
Oct 26, 2022
Q3 2022
|
Peak Financial Advisors LLC
|
SELL
|
- |
-165- 1.59% |
$5.13K - $5.51K
|
10.2K
$340K
|
|
|
Oct 26, 2022
Q3 2022
|
Tanager Wealth Management LLP
|
BUY
|
- |
8.18KNew |
$254K - $273K
|
8.18K
$271K
|
|
|
Oct 25, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
8.27KNew |
$257K - $276K
|
8.27K
$275K
|
|
|
Oct 21, 2022
Q3 2022
|
Straight Path Wealth Management
|
SELL
|
- |
-5.87K- 5.52% |
$183K - $196K
|
100K
$3.33M
|
|
|
Oct 21, 2022
Q3 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
8.27KNew |
$257K - $276K
|
8.27K
$275K
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
4.59K+ 3.43% |
$143K - $153K
|
138K
$4.59M
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-488- 5.73% |
$15.2K - $16.3K
|
8.03K
$266K
|
|
|
Oct 17, 2022
Q3 2022
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-53- 10.06% |
$1.65K - $1.77K
|
474
$15.7K
|
|
|
Oct 13, 2022
Q3 2022
|
Tompkins Financial Corp
|
BUY
|
- |
362New |
$11.3K - $12.1K
|
362
$12K
|
|
|
Oct 13, 2022
Q3 2022
|
Peterson Wealth Management
|
SELL
|
- |
-2K- 3.45% |
$62.1K - $66.6K
|
55.8K
$1.85M
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-220Closed |
$6.84K - $7.34K
|
0
$0
|
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.17K- 13.37% |
$36.3K - $38.9K
|
7.55K
$251K
|
|
|
Oct 07, 2022
Q3 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-193- 9.57% |
$6K - $6.44K
|
1.82K
$60.5K
|
|
| Q2 2022 | |||||||
|
Oct 02, 2024
Q2 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-10.5KClosed |
$335K - $356K
|
0
$0
|
|
|
Aug 06, 2024
Q2 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-42- 6.19% |
$1.35K - $1.43K
|
637
$21.1K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.79KClosed |
$57.5K - $61.1K
|
0
$0
|
|