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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
83.9KNew |
$2.66M - $2.75M
|
83.9K
$2.83M
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
52.4KNew |
$1.66M - $1.72M
|
52.4K
$1.77M
|
|
|
May 15, 2023
Q1 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
6.23KNew |
$197K - $204K
|
6.23K
$210K
|
|
|
May 11, 2023
Q1 2023
|
Pecaut & Co.
|
BUY
|
- |
5.88K+ 9.86% |
$186K - $193K
|
65.5K
$2.21M
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
1.04K+ 7.8% |
$33K - $34.2K
|
14.4K
$485K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
944New |
$29.9K - $31K
|
944
$31.9K
|
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
650New |
$20.6K - $21.3K
|
650
$21.9K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
472New |
$14.9K - $15.5K
|
472
$15.9K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
350+ 106.06% |
$11.1K - $11.5K
|
680
$22.9K
|
|
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
239New |
$7.57K - $7.85K
|
239
$8.06K
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
149New |
$4.72K - $4.89K
|
149
$5.03K
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
122+ 0.84% |
$3.86K - $4.01K
|
14.7K
$496K
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
117+ 0.42% |
$3.71K - $3.84K
|
28.3K
$953K
|
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
100+ 1.24% |
$3.17K - $3.28K
|
8.16K
$275K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
67New |
$2.12K - $2.2K
|
67
$2.26K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
600KNew |
$18.4M - $19.4M
|
600K
$20.2M
|
|
|
Feb 13, 2023
Q4 2022
|
First Trust Bank, Ltd.
Nassau, C5 |
BUY
|
- |
286KNew |
$8.79M - $9.25M
|
286K
$9.65M
|
|
|
Jan 10, 2023
Q4 2022
|
Rnc Capital Management LLC
|
BUY
|
- |
225KNew |
$6.9M - $7.27M
|
225K
$7.58M
|
|
|
Feb 07, 2023
Q4 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
142K+ 1898.62% |
$4.37M - $4.6M
|
150K
$5.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
108KNew |
$3.32M - $3.5M
|
108K
$3.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
64.2KNew |
$1.97M - $2.08M
|
64.2K
$2.17M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
20.5KNew |
$631K - $665K
|
20.5K
$693K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
11.9KNew |
$365K - $384K
|
11.9K
$401K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
9.35K+ 86.11% |
$287K - $302K
|
20.2K
$681K
|
|
|
Feb 14, 2023
Q4 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
8.37KNew |
$257K - $271K
|
8.37K
$282K
|
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
7.53KNew |
$231K - $244K
|
7.53K
$254K
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
2.19K+ 283.92% |
$67.3K - $70.8K
|
2.96K
$99.9K
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
2.15KNew |
$66.2K - $69.7K
|
2.15K
$72.6K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
908New |
$27.9K - $29.4K
|
908
$30.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
649New |
$20K - $21K
|
649
$21.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
570New |
$17.5K - $18.4K
|
570
$19.2K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
424New |
$13K - $13.7K
|
424
$14.3K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
334New |
$10.3K - $10.8K
|
334
$11.3K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
229+ 0.72% |
$7.04K - $7.41K
|
32.2K
$1.09M
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
194New |
$5.96K - $6.28K
|
194
$6.55K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
190+ 345.45% |
$5.84K - $6.15K
|
245
$8.27K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
69New |
$2.12K - $2.23K
|
69
$2.33K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
25New |
$769 - $809
|
25
$844
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
18New |
$553 - $582
|
18
$607
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
18New |
$553 - $582
|
18
$607
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
7New |
$215 - $227
|
7
$236
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
4New |
$123 - $129
|
4
$135
|
|
| Q3 2022 | |||||||
|
Nov 07, 2022
Q3 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
131KNew |
$4.08M - $4.38M
|
131K
$4.43M
|
|
|
Oct 21, 2022
Q3 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
8.27KNew |
$257K - $276K
|
8.27K
$279K
|
|
|
Oct 25, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
8.27KNew |
$257K - $276K
|
8.27K
$279K
|
|
|
Oct 26, 2022
Q3 2022
|
Tanager Wealth Management LLP
|
BUY
|
- |
8.18KNew |
$254K - $273K
|
8.18K
$276K
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
4.59K+ 3.43% |
$143K - $153K
|
138K
$4.67M
|
|
|
Nov 09, 2022
Q3 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
574+ 5.69% |
$17.9K - $19.2K
|
10.7K
$360K
|
|
|
Oct 13, 2022
Q3 2022
|
Tompkins Financial Corp
|
BUY
|
- |
362New |
$11.3K - $12.1K
|
362
$12.2K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
357New |
$11.1K - $11.9K
|
357
$12K
|
|