Purchases and Sales Made in Q3 2024 in Spdr Portfolio Intermediate Te (SPIB)
This table provides information about the institutional ownership of Spdr Portfolio Intermediate Te (SPIB) during Q3 2024. The information is specifically focused on institutions that hold shares of SPDR PORTFOLIO INTERMEDIATE TE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
33+ 0.03% |
$1.07K - $1.11K
|
109K
$3.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
25+ 0.33% |
$809 - $845
|
7.57K
$250K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
20+ 1.12% |
$647 - $676
|
1.81K
$59.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
16+ 0.04% |
$518 - $540
|
40.2K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
15+ 5.03% |
$485 - $507
|
313
$10.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
7+ 1.04% |
$227 - $236
|
682
$22.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3New |
$97.1 - $101
|
3
$99.1
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2+ 0.3% |
$64.7 - $67.6
|
660
$21.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
1+ 0.0% |
$32.4 - $33.8
|
26.4K
$871K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-2- 0.67% |
$64.7 - $67.6
|
296
$9.78K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-5- 0.29% |
$162 - $169
|
1.74K
$57.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-8- 0.06% |
$259 - $270
|
12.9K
$426K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-10- 0.06% |
$324 - $338
|
16K
$530K
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-12- 3.5% |
$388 - $405
|
331
$10.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-18- 0.14% |
$582 - $608
|
12.6K
$418K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-19- 2.9% |
$615 - $642
|
636
$21K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-29- 2.02% |
$938 - $980
|
1.41K
$46.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-37- 0.38% |
$1.2K - $1.25K
|
9.76K
$322K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-38- 92.68% |
$1.23K - $1.28K
|
3
$99.1
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-46- 1.32% |
$1.49K - $1.55K
|
3.44K
$114K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-56- 1.08% |
$1.81K - $1.89K
|
5.15K
$170K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-77- 0.5% |
$2.49K - $2.6K
|
15.2K
$504K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-83- 16.18% |
$2.69K - $2.8K
|
430
$14.2K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-120- 52.63% |
$3.88K - $4.05K
|
108
$3.57K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-123- 1.4% |
$3.98K - $4.15K
|
8.64K
$286K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-127- 0.56% |
$4.11K - $4.29K
|
22.4K
$741K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-128- 38.79% |
$4.14K - $4.32K
|
202
$6.68K
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-141- 0.42% |
$4.56K - $4.76K
|
33.8K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-168- 4.66% |
$5.44K - $5.68K
|
3.44K
$114K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-255- 1.14% |
$8.25K - $8.61K
|
22.2K
$734K
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-261- 0.65% |
$8.45K - $8.82K
|
39.7K
$1.31M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-280- 3.94% |
$9.06K - $9.46K
|
6.82K
$225K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-325- 3.62% |
$10.5K - $11K
|
8.66K
$286K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-330- 0.19% |
$10.7K - $11.1K
|
173K
$5.73M
|
|
|
Nov 06, 2024
Q3 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-365- 3.32% |
$11.8K - $12.3K
|
10.6K
$352K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-430- 0.68% |
$13.9K - $14.5K
|
63K
$2.08M
|
|
|
Oct 29, 2024
Q3 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-481- 2.98% |
$15.6K - $16.2K
|
15.7K
$518K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-578- 7.95% |
$18.7K - $19.5K
|
6.69K
$221K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-578- 2.71% |
$18.7K - $19.5K
|
20.8K
$686K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-588- 59.51% |
$19K - $19.9K
|
400
$13.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Bnp Paribas
New York, NY |
SELL
|
- |
-590- 3.54% |
$19.1K - $19.9K
|
16.1K
$531K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-663- 6.85% |
$21.5K - $22.4K
|
9.02K
$298K
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-697- 40.06% |
$22.6K - $23.5K
|
1.04K
$34.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-699- 1.36% |
$22.6K - $23.6K
|
50.9K
$1.68M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-730- 1.62% |
$23.6K - $24.7K
|
44.4K
$1.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-761- 2.89% |
$24.6K - $25.7K
|
25.5K
$844K
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-792- 7.05% |
$25.6K - $26.8K
|
10.4K
$345K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-812- 11.98% |
$26.3K - $27.4K
|
5.97K
$197K
|