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 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
3.06K+ 13.6% |
$99.8K - $103K
|
25.5K
$842K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.03K+ 9.19% |
$99K - $102K
|
36K
$1.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
3K+ 1.53% |
$98K - $101K
|
199K
$6.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
2.91K+ 638.38% |
$95K - $98K
|
3.37K
$111K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.87K+ 2.26% |
$93.7K - $96.6K
|
130K
$4.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.8K+ 4.2% |
$91.5K - $94.3K
|
69.5K
$2.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2.78K+ 4.07% |
$90.9K - $93.8K
|
71.2K
$2.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.78KNew |
$90.7K - $93.6K
|
2.78K
$91.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
2.72K+ 10.31% |
$88.7K - $91.5K
|
29.1K
$959K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.7K+ 6.07% |
$88.1K - $90.8K
|
47.1K
$1.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.57K+ 22.17% |
$83.8K - $86.5K
|
14.2K
$467K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.56K+ 322.57% |
$83.5K - $86.2K
|
3.35K
$110K
|
|
|
Mar 14, 2025
Q4 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
2.56K+ 0.88% |
$83.5K - $86.1K
|
294K
$9.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
2.51K+ 3.59% |
$81.8K - $84.4K
|
72.3K
$2.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.5K+ 4.35% |
$81.7K - $84.3K
|
60.1K
$1.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
2.47K+ 71.65% |
$80.5K - $83.1K
|
5.91K
$195K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.42K+ 8.41% |
$78.9K - $81.4K
|
31.2K
$1.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.38K+ 18.5% |
$77.8K - $80.2K
|
15.3K
$503K
|
|
|
Feb 13, 2025
Q4 2024
|
Adams Wealth Management
|
BUY
|
- |
2.27K+ 2.08% |
$74.1K - $76.4K
|
111K
$3.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
2.27K+ 2.08% |
$74.1K - $76.4K
|
111K
$3.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.22K+ 24.59% |
$72.4K - $74.7K
|
11.2K
$371K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
2.17K+ 2.83% |
$70.9K - $73.1K
|
78.9K
$2.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
2.14K+ 6.34% |
$69.9K - $72.1K
|
35.9K
$1.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.13K+ 3.26% |
$69.7K - $71.9K
|
67.6K
$2.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.1K+ 1.03% |
$68.5K - $70.6K
|
206K
$6.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.09K+ 1.92% |
$68.2K - $70.3K
|
111K
$3.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.09K+ 13.15% |
$68.1K - $70.2K
|
17.9K
$591K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2.06KNew |
$67.2K - $69.3K
|
2.06K
$67.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
2.03K+ 6.79% |
$66.2K - $68.3K
|
31.9K
$1.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
2.02K+ 0.75% |
$66K - $68.1K
|
272K
$8.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
2.02K+ 1.3% |
$65.9K - $68K
|
158K
$5.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2K+ 2.27% |
$65.3K - $67.4K
|
90K
$2.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.96K+ 0.24% |
$63.8K - $65.8K
|
800K
$26.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.89K+ 12566.67% |
$61.5K - $63.5K
|
1.9K
$62.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.87K+ 186500.0% |
$60.9K - $62.8K
|
1.87K
$61.5K
|
|
|
Feb 13, 2025
Q4 2024
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
1.86K+ 20.51% |
$60.6K - $62.5K
|
10.9K
$360K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.67K+ 1.46% |
$54.4K - $56.1K
|
116K
$3.82M
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
BUY
|
- |
1.61K+ 0.37% |
$52.4K - $54.1K
|
430K
$14.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.56K+ 4.08% |
$51K - $52.6K
|
39.9K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.49K+ 8.65% |
$48.6K - $50.2K
|
18.7K
$617K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.47K+ 171.48% |
$48.1K - $49.6K
|
2.33K
$76.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.3K+ 1411.96% |
$42.4K - $43.8K
|
1.39K
$45.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.27K+ 10.86% |
$41.4K - $42.7K
|
12.9K
$426K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.24K+ 8.2% |
$40.6K - $41.9K
|
16.4K
$541K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.22K+ 20.48% |
$40K - $41.2K
|
7.2K
$237K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.19K+ 10.0% |
$38.9K - $40.1K
|
13.1K
$432K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.16K+ 15.51% |
$37.8K - $39K
|
8.63K
$285K
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
1.14K+ 17.21% |
$37.2K - $38.4K
|
7.76K
$256K
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
1.08KNew |
$35.3K - $36.4K
|
1.08K
$35.7K
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.04K+ 0.95% |
$33.8K - $34.9K
|
110K
$3.63M
|