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 |
---|---|---|---|---|---|---|---|
Jan 21, 2021
Q4 2020
|
Ballast, Inc.
|
SELL
|
- |
-28.3KClosed |
$1.04M - $1.05M
|
0
$0
|
|
Q3 2020 | |||||||
Sep 10, 2024
Q3 2020
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
85+ 0.86% |
$3.11K - $3.15K
|
9.98K
$331K
|
|
Nov 13, 2020
Q3 2020
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-8.06KClosed |
$294K - $299K
|
0
$0
|
|
Oct 27, 2020
Q3 2020
|
Financial Advantage, Inc.
|
SELL
|
- |
-81Closed |
$2.96K - $3K
|
0
$0
|
|
Oct 27, 2020
Q3 2020
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-61Closed |
$2.23K - $2.26K
|
0
$0
|
|
Oct 21, 2020
Q3 2020
|
Evensky & Katz LLC
|
SELL
|
- |
-9.84KClosed |
$359K - $364K
|
0
$0
|
|
Oct 16, 2020
Q3 2020
|
Toth Financial Advisory Corp
|
SELL
|
- |
-91Closed |
$3.33K - $3.37K
|
0
$0
|
|
Oct 13, 2020
Q3 2020
|
Mcia Inc
|
SELL
|
- |
-44.2KClosed |
$1.61M - $1.64M
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
337+ 8.46% |
$11.4K - $12.3K
|
4.32K
$143K
|
|
Feb 22, 2022
Q2 2020
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-8Closed |
$270 - $292
|
0
$0
|
|
Aug 17, 2020
Q2 2020
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-11KClosed |
$370K - $401K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.5KClosed |
$50.6K - $54.8K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Destination Wealth Management
|
SELL
|
- |
-26KClosed |
$879K - $951K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-784Closed |
$26.5K - $28.6K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-6.62KClosed |
$223K - $242K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-9.8KClosed |
$331K - $358K
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-13.4KClosed |
$452K - $489K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-12.7KClosed |
$429K - $465K
|
0
$0
|
|
Jul 24, 2020
Q2 2020
|
G&S Capital LLC
|
SELL
|
- |
-1.73KClosed |
$58.5K - $63.3K
|
0
$0
|
|
Jul 15, 2020
Q2 2020
|
Pacifica Partners Inc.
|
SELL
|
- |
-339Closed |
$11.4K - $12.4K
|
0
$0
|
|
Q1 2020 | |||||||
May 15, 2020
Q1 2020
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-5.07KClosed |
$156K - $184K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-8.15KClosed |
$251K - $295K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-74.3KClosed |
$2.29M - $2.69M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-37.8KClosed |
$1.17M - $1.37M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-6.48KClosed |
$200K - $235K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-9.96KClosed |
$307K - $361K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Private Wealth Group, LLC
|
SELL
|
- |
-7.1KClosed |
$219K - $257K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Atlas Private Wealth Management
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-449Closed |
$13.8K - $16.3K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-82.3KClosed |
$2.54M - $2.98M
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Barber Financial Group, Inc.
|
SELL
|
- |
-7.48KClosed |
$230K - $271K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-10.2KClosed |
$314K - $369K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-626Closed |
$19.3K - $22.7K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Oakworth Capital, Inc.
|
SELL
|
- |
-2.73KClosed |
$84.2K - $99K
|
0
$0
|
|
May 06, 2020
Q1 2020
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-49.2KClosed |
$1.52M - $1.78M
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-368KClosed |
$11.3M - $13.3M
|
0
$0
|
|
May 05, 2020
Q1 2020
|
West End Advisors, LLC
|
SELL
|
- |
-112Closed |
$3.45K - $4.06K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-22.5KClosed |
$693K - $815K
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-399Closed |
$12.3K - $14.5K
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-240Closed |
$7.39K - $8.69K
|
0
$0
|
|
Apr 27, 2020
Q1 2020
|
D. Scott Neal, Inc.
|
SELL
|
- |
-8.27KClosed |
$255K - $299K
|
0
$0
|
|
Apr 27, 2020
Q1 2020
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-2.47KClosed |
$76K - $89.4K
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-223Closed |
$6.87K - $8.08K
|
0
$0
|
|
Apr 17, 2020
Q1 2020
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-322- 12.99% |
$9.92K - $11.7K
|
2.16K
$71.6K
|
|
Apr 13, 2020
Q1 2020
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-131KClosed |
$4.04M - $4.74M
|
0
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-85.2KClosed |
$2.99M - $3.02M
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-75Closed |
$2.63K - $2.66K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
259New |
$9.08K - $9.17K
|
259
$8.6K
|
|
Feb 13, 2020
Q4 2019
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-84Closed |
$2.95K - $2.98K
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-20.4KClosed |
$716K - $723K
|
0
$0
|