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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
39.8KNew |
$1.3M - $1.34M
|
39.8K
$1.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
38.9K+ 362.17% |
$1.27M - $1.31M
|
49.7K
$1.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
38.3K+ 5.74% |
$1.25M - $1.29M
|
705K
$23.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
38.1K+ 3.47% |
$1.24M - $1.28M
|
1.14M
$37.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
37.5K+ 20.16% |
$1.23M - $1.26M
|
224K
$7.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
36.9K+ 2.77% |
$1.2M - $1.24M
|
1.37M
$45.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
36.6K+ 13.09% |
$1.2M - $1.23M
|
316K
$10.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
36.2K+ 5.83% |
$1.18M - $1.22M
|
657K
$21.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
36K+ 13.32% |
$1.17M - $1.21M
|
306K
$10.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
35.6K+ 182.4% |
$1.16M - $1.2M
|
55K
$1.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
34.9KNew |
$1.14M - $1.18M
|
34.9K
$1.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
33.4KNew |
$1.09M - $1.13M
|
33.4K
$1.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
33.3K+ 23.14% |
$1.09M - $1.12M
|
177K
$5.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
33.2KNew |
$1.08M - $1.12M
|
33.2K
$1.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
33KNew |
$1.08M - $1.11M
|
33K
$1.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
32.1K+ 53.43% |
$1.05M - $1.08M
|
92.3K
$3.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
31.6K+ 5.78% |
$1.03M - $1.06M
|
578K
$19.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
31.3K+ 16.33% |
$1.02M - $1.05M
|
223K
$7.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
30.5K+ 27.16% |
$996K - $1.03M
|
143K
$4.75M
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
30.2K+ 3.03% |
$987K - $1.02M
|
1.03M
$34.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
29.7K+ 379.12% |
$970K - $1M
|
37.5K
$1.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
29.7K+ 51.44% |
$969K - $999K
|
87.3K
$2.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
29.3KNew |
$955K - $985K
|
29.3K
$972K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
28.7K+ 24.06% |
$936K - $966K
|
148K
$4.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
28.5KNew |
$932K - $961K
|
28.5K
$948K
|
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
28.1KNew |
$917K - $946K
|
28.1K
$933K
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
27K+ 28.29% |
$881K - $909K
|
122K
$4.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
26.5K+ 62.95% |
$867K - $894K
|
68.7K
$2.28M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
26.4K+ 57.69% |
$863K - $890K
|
72.3K
$2.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
BUY
|
- |
26.4K+ 3.37% |
$861K - $889K
|
808K
$26.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
26.3K+ 13.12% |
$858K - $885K
|
227K
$7.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
26.3K+ 107.37% |
$858K - $885K
|
50.7K
$1.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
26.1K+ 15.69% |
$853K - $880K
|
193K
$6.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
25.5K+ 11.82% |
$834K - $860K
|
242K
$8.03M
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
BUY
|
- |
25.1KNew |
$821K - $847K
|
25.1K
$835K
|
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
25K+ 3.45% |
$815K - $841K
|
748K
$24.9M
|
|
|
Feb 21, 2025
Q4 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
24.9K+ 15.73% |
$814K - $840K
|
183K
$6.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
24.9KNew |
$813K - $838K
|
24.9K
$827K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
24.4K+ 12.97% |
$795K - $821K
|
212K
$7.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
24.2KNew |
$790K - $815K
|
24.2K
$804K
|
|
|
Feb 10, 2025
Q4 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
24.1K+ 11.9% |
$786K - $811K
|
226K
$7.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
23.8K+ 5.98% |
$779K - $803K
|
422K
$14M
|
|
|
Feb 14, 2025
Q4 2024
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
23.8KNew |
$778K - $802K
|
23.8K
$792K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
23.3K+ 11.33% |
$760K - $784K
|
229K
$7.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
23.2KNew |
$756K - $780K
|
23.2K
$769K
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
23KNew |
$750K - $774K
|
23K
$763K
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
20.9KNew |
$683K - $705K
|
20.9K
$695K
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
20.6KNew |
$674K - $695K
|
20.6K
$686K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
20.3K+ 42.38% |
$663K - $684K
|
68.2K
$2.27M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
20.3KNew |
$662K - $683K
|
20.3K
$674K
|