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 05, 2020
Q4 2019
|
Keybank National Association
|
SELL
|
- |
-9.29KClosed |
$326K - $329K
|
0
$0
|
|
|
Feb 05, 2020
Q4 2019
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.18MClosed |
$41.4M - $41.8M
|
0
$0
|
|
|
Feb 03, 2020
Q4 2019
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-25Closed |
$877 - $886
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-18Closed |
$631 - $638
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-8.08KClosed |
$283K - $286K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-566Closed |
$19.8K - $20K
|
0
$0
|
|
|
Jan 23, 2020
Q4 2019
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
CALL |
3.77MNew |
$132M - $134M
|
3.77M
$125M
|
|
|
Jan 21, 2020
Q4 2019
|
Canal Capital Management, LLC
|
SELL
|
- |
-106KClosed |
$3.71M - $3.75M
|
0
$0
|
|
|
Jan 21, 2020
Q4 2019
|
Astor Investment Management LLC
|
SELL
|
- |
-1.6KClosed |
$56K - $56.6K
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Moseley Investment Management Inc
|
SELL
|
- |
-31.5KClosed |
$1.1M - $1.12M
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-24.3KClosed |
$851K - $860K
|
0
$0
|
|
|
Jan 09, 2020
Q4 2019
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-7.68KClosed |
$269K - $272K
|
0
$0
|
|
|
Jan 07, 2020
Q4 2019
|
Stone House Investment Management, LLC
|
SELL
|
- |
-7.45KClosed |
$261K - $264K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Mar 11, 2024
Q3 2019
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-7.19KClosed |
$251K - $253K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-20.1KClosed |
$701K - $709K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-285Closed |
$9.95K - $10.1K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-4.34KClosed |
$152K - $153K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Highland Private Wealth Management
|
SELL
|
- |
-13.5KClosed |
$472K - $477K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-1.47KClosed |
$51.2K - $51.8K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-427Closed |
$14.9K - $15.1K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
7.1KNew |
$248K - $250K
|
7.1K
$236K
|
|
|
Nov 01, 2019
Q3 2019
|
Jnba Financial Advisors
|
SELL
|
- |
-229Closed |
$7.99K - $8.08K
|
0
$0
|
|
|
Nov 01, 2019
Q3 2019
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-131Closed |
$4.57K - $4.62K
|
0
$0
|
|
|
Oct 31, 2019
Q3 2019
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-59Closed |
$2.06K - $2.08K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Essex Savings Bank
|
SELL
|
- |
-4.92KClosed |
$172K - $174K
|
0
$0
|
|
|
Oct 29, 2019
Q3 2019
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
26New |
$907 - $917
|
26
$863
|
|
|
Oct 07, 2019
Q3 2019
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-96Closed |
$3.35K - $3.39K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-6.4KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-4Closed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.29KNew |
N/A
|
1.29K
$42.7K
|
|
|
Aug 12, 2019
Q2 2019
|
Martin Capital Partners, LLC
|
SELL
|
- |
-17.7KClosed |
N/A
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-1.34KClosed |
N/A
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-1.28KClosed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Regions Financial Corp
|
SELL
|
- |
-2.28KClosed |
N/A
|
0
$0
|
|
|
Jul 18, 2019
Q2 2019
|
Gemmer Asset Management LLC
|
SELL
|
- |
-453Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-8.26KClosed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-9.94KClosed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-73Closed |
N/A
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-85Closed |
N/A
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-6.91KClosed |
N/A
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Karp Capital Management Corp
|
SELL
|
- |
-237Closed |
N/A
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-374Closed |
N/A
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-10.1KClosed |
N/A
|
0
$0
|
|
|
May 02, 2019
Q1 2019
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-16.9KClosed |
N/A
|
0
$0
|
|
|
Apr 24, 2019
Q1 2019
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-60KClosed |
N/A
|
0
$0
|
|
|
Apr 15, 2019
Q1 2019
|
Jag Capital Management, LLC
|
SELL
|
- |
-45.2KClosed |
N/A
|
0
$0
|
|
|
Apr 10, 2019
Q1 2019
|
Webster Bank, N. A.
|
SELL
|
- |
-118Closed |
N/A
|
0
$0
|
|
|
Apr 03, 2019
Q1 2019
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-195KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-6.81KClosed |
N/A
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-125Closed |
N/A
|
0
$0
|
|