Purchases and Sales Made in Q4 2024 in Spdr Portfolio Intermediate Te (SPIB)
This table provides information about the institutional ownership of Spdr Portfolio Intermediate Te (SPIB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
29.7K+ 379.12% |
$970K - $1M
|
37.5K
$1.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
29.7K+ 51.44% |
$969K - $999K
|
87.3K
$2.87M
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
28.8K+ 2.39% |
$939K - $969K
|
1.23M
$40.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
28.5KNew |
$932K - $961K
|
28.5K
$938K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
26.4K+ 57.69% |
$863K - $890K
|
72.3K
$2.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
BUY
|
- |
26.4K+ 3.37% |
$861K - $889K
|
808K
$26.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
26.3K+ 107.37% |
$858K - $885K
|
50.7K
$1.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
25KNew |
$815K - $841K
|
25K
$820K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
24.2KNew |
$790K - $815K
|
24.2K
$795K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
23.5KNew |
$768K - $792K
|
23.5K
$773K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
23.3K+ 11.33% |
$760K - $784K
|
229K
$7.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
21.2K+ 1.55% |
$693K - $715K
|
1.39M
$45.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
20.9KNew |
$683K - $705K
|
20.9K
$687K
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
20.6KNew |
$674K - $695K
|
20.6K
$678K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
20.3KNew |
$662K - $683K
|
20.3K
$666K
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
19.6KNew |
$641K - $661K
|
19.6K
$645K
|
|
|
Feb 05, 2025
Q4 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
18.9KNew |
$618K - $637K
|
18.9K
$621K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
18.8K+ 3.61% |
$613K - $632K
|
538K
$17.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
18.7K+ 4.23% |
$609K - $629K
|
460K
$15.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
18.6K+ 7.56% |
$606K - $625K
|
264K
$8.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
18.4K+ 6.19% |
$600K - $619K
|
315K
$10.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
18.3K+ 4.81% |
$597K - $616K
|
399K
$13.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
17.6K+ 12.69% |
$575K - $593K
|
156K
$5.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
17.3K+ 70.65% |
$564K - $581K
|
41.7K
$1.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
17.2K+ 199.23% |
$563K - $581K
|
25.9K
$851K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
16.2KNew |
$529K - $546K
|
16.2K
$532K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
15.9K+ 1.34% |
$518K - $535K
|
1.2M
$39.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
15.7KNew |
$513K - $529K
|
15.7K
$516K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
15.5K+ 28.25% |
$505K - $521K
|
70.3K
$2.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
15.2K+ 27.17% |
$496K - $511K
|
71.1K
$2.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
15K+ 11.25% |
$490K - $505K
|
148K
$4.87M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
14.6K+ 24.44% |
$476K - $491K
|
74.3K
$2.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
14.4K+ 151.97% |
$470K - $485K
|
23.9K
$784K
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
13.9KNew |
$452K - $467K
|
13.9K
$455K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
12.6KNew |
$412K - $425K
|
12.6K
$414K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
12.2K+ 17.35% |
$398K - $410K
|
82.4K
$2.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
11.7KNew |
$381K - $393K
|
11.7K
$383K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
11.3K+ 8.04% |
$368K - $380K
|
152K
$4.98M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
11.1K+ 1740.41% |
$361K - $373K
|
11.7K
$385K
|
|
|
Jan 14, 2025
Q4 2024
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
10.5K+ 25.89% |
$343K - $354K
|
51.2K
$1.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
10.5K+ 6.46% |
$342K - $353K
|
173K
$5.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
10.4K+ 21.01% |
$339K - $350K
|
59.9K
$1.97M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
10.3KNew |
$335K - $346K
|
10.3K
$338K
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
10.2K+ 64.83% |
$332K - $342K
|
25.8K
$849K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
9.9K+ 9.22% |
$323K - $333K
|
117K
$3.86M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
9.34KNew |
$305K - $314K
|
9.34K
$307K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
9.3K+ 7.39% |
$303K - $313K
|
135K
$4.44M
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
8.9KNew |
$290K - $300K
|
8.9K
$292K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
8.82K+ 5.23% |
$288K - $297K
|
177K
$5.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
8.77K+ 4.07% |
$286K - $295K
|
224K
$7.37M
|