Latest Institutional Purchases of Spdr Portfolio Intermediate Te (SPIB)
This list provides information on the latest institutional transactions involving Spdr Portfolio Intermediate Te (SPIB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2022
Q2 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
255New |
$8.17K - $8.69K
|
255
$8.38K
|
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
160New |
$5.12K - $5.45K
|
160
$5.26K
|
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
BUY
|
- |
75New |
$2.4K - $2.56K
|
75
$2.46K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
67New |
$2.15K - $2.28K
|
67
$2.2K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
61+ 51.69% |
$1.95K - $2.08K
|
179
$5.88K
|
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
45New |
$1.44K - $1.53K
|
45
$1.48K
|
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
43+ 0.69% |
$1.38K - $1.47K
|
6.25K
$205K
|
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
9+ 2.6% |
$288 - $307
|
355
$11.7K
|
|
| Q1 2022 | |||||||
|
Apr 15, 2022
Q1 2022
|
Paladin Advisory Group, LLC
|
BUY
|
- |
4.15KNew |
$141K - $149K
|
4.15K
$136K
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
1.27KNew |
$42.9K - $45.6K
|
1.27K
$41.6K
|
|
|
Apr 08, 2022
Q1 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
41New |
$1.39K - $1.48K
|
41
$1.35K
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
22New |
$746 - $793
|
22
$723
|
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
17New |
$576 - $613
|
17
$558
|
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
2New |
$67.8 - $72.1
|
2
$65.7
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
581K+ 70.66% |
$20.9M - $21.3M
|
1.4M
$46.1M
|
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
245KNew |
$8.82M - $8.97M
|
245K
$8.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
31.3KNew |
$1.12M - $1.14M
|
31.3K
$1.03M
|
|
|
Jan 31, 2022
Q4 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
15KNew |
$538K - $548K
|
15K
$491K
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
630New |
$22.7K - $23.1K
|
630
$20.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
127New |
$4.57K - $4.65K
|
127
$4.17K
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
95New |
$3.42K - $3.48K
|
95
$3.12K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
1.24MNew |
$45.2M - $45.7M
|
1.24M
$40.6M
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
55KNew |
$2.01M - $2.03M
|
55K
$1.81M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1.08KNew |
$39.3K - $39.7K
|
1.08K
$35.3K
|
|
|
Nov 16, 2021
Q3 2021
|
Sadoff Investment Management LLC
|
BUY
|
- |
501+ 8.63% |
$18.3K - $18.5K
|
6.3K
$207K
|
|
| Q2 2021 | |||||||
|
Aug 12, 2021
Q2 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
300New |
$10.9K - $11K
|
300
$9.86K
|
|
|
Aug 02, 2021
Q2 2021
|
Key F Inancial Inc
|
BUY
|
- |
42New |
$1.52K - $1.54K
|
42
$1.38K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
5New |
$181 - $184
|
5
$164
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
557KNew |
$20.1M - $20.7M
|
557K
$18.3M
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Amtrust Financial Services, Inc.
New York, NY |
BUY
|
- |
270KNew |
$9.92M - $10.1M
|
270K
$8.88M
|
|
|
Jan 27, 2021
Q4 2020
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
8New |
$293 - $297
|
8
$263
|
|
| Q3 2020 | |||||||
|
Sep 10, 2024
Q3 2020
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
85+ 0.86% |
$3.11K - $3.15K
|
9.98K
$328K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
337+ 8.46% |
$11.4K - $12.3K
|
4.32K
$142K
|
|
| Q4 2019 | |||||||
|
Jan 23, 2020
Q4 2019
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
CALL |
3.77MNew |
$132M - $134M
|
3.77M
$124M
|
|
|
Feb 14, 2020
Q4 2019
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
259New |
$9.08K - $9.17K
|
259
$8.51K
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
7.1KNew |
$248K - $250K
|
7.1K
$233K
|
|
|
Oct 29, 2019
Q3 2019
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
26New |
$907 - $917
|
26
$854
|
|
| Q2 2019 | |||||||
|
Aug 13, 2019
Q2 2019
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.29KNew |
N/A
|
1.29K
$42.2K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
8.69KNew |
N/A
|
8.69K
$285K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$32.9
|
|