Purchases and Sales Made in Q4 2025 in Spdr Portfolio Intermediate Te (SPIB)
This table provides information about the institutional ownership of Spdr Portfolio Intermediate Te (SPIB) during Q4 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2026
Q4 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
581KNew |
$19.6M - $19.8M
|
581K
$19.6M
|
|
|
Jan 16, 2026
Q4 2025
|
Financial Planning Navigators Corp
Maple Grove, MN |
BUY
|
- |
245KNew |
$8.26M - $8.35M
|
245K
$8.27M
|
|
|
Jan 16, 2026
Q4 2025
|
Asl Financial, LLC
Los Gatos, CA |
BUY
|
- |
129KNew |
$4.33M - $4.38M
|
129K
$4.34M
|
|
|
Jan 15, 2026
Q4 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
101K+ 59.85% |
$3.4M - $3.44M
|
269K
$9.09M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
85.6K+ 6.57% |
$2.88M - $2.92M
|
1.39M
$46.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Columbus Macro, LLC
|
BUY
|
- |
77.4K+ 52.43% |
$2.61M - $2.64M
|
225K
$7.59M
|
|
|
Jan 15, 2026
Q4 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
64.8K+ 31.11% |
$2.18M - $2.21M
|
273K
$9.22M
|
|
|
Jan 12, 2026
Q4 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
57.2K+ 75.69% |
$1.93M - $1.95M
|
133K
$4.48M
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
44.9K+ 7.91% |
$1.51M - $1.53M
|
613K
$20.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
24K+ 3.04% |
$809K - $819K
|
814K
$27.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
20.8K+ 33.22% |
$702K - $711K
|
83.6K
$2.82M
|
|
|
Jan 12, 2026
Q4 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
19.3K+ 7.12% |
$651K - $659K
|
291K
$9.81M
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
19.1K+ 39.25% |
$645K - $652K
|
67.9K
$2.29M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
18.7K+ 4.75% |
$629K - $636K
|
412K
$13.9M
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
BUY
|
- |
17.8K+ 6.2% |
$601K - $608K
|
306K
$10.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
15.7K+ 8.28% |
$530K - $536K
|
206K
$6.94M
|
|
|
Jan 12, 2026
Q4 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
15.2K+ 126.29% |
$514K - $519K
|
27.3K
$921K
|
|
|
Jan 16, 2026
Q4 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
12.4K+ 22.61% |
$417K - $422K
|
67.1K
$2.26M
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
10.8K+ 61.81% |
$365K - $369K
|
28.4K
$957K
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
10.1K+ 1.31% |
$341K - $345K
|
782K
$26.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.08K+ 5.47% |
$306K - $310K
|
175K
$5.91M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
8.11K+ 81.87% |
$273K - $276K
|
18K
$608K
|
|
|
Jan 08, 2026
Q4 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
7.13K+ 0.44% |
$240K - $243K
|
1.64M
$55.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
6.96K+ 1369.29% |
$234K - $237K
|
7.46K
$252K
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
6.86K+ 3.84% |
$231K - $234K
|
186K
$6.26M
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
5.72KNew |
$193K - $195K
|
5.72K
$193K
|
|
|
Jan 20, 2026
Q4 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
5.69K+ 2.03% |
$192K - $194K
|
286K
$9.66M
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
5.45K+ 5.56% |
$184K - $186K
|
103K
$3.49M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.37K+ 5.25% |
$147K - $149K
|
87.7K
$2.96M
|
|
|
Jan 15, 2026
Q4 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
4.35K+ 4.27% |
$146K - $148K
|
106K
$3.58M
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
4.29K+ 1.18% |
$144K - $146K
|
368K
$12.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.64K+ 29.32% |
$88.9K - $89.9K
|
11.6K
$393K
|
|
|
Jan 08, 2026
Q4 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
2.23K+ 2.74% |
$75K - $75.9K
|
83.5K
$2.82M
|
|
|
Jan 07, 2026
Q4 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
2.1K+ 2.8% |
$70.6K - $71.4K
|
77K
$2.6M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
1.78K+ 20.0% |
$59.9K - $60.6K
|
10.7K
$360K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
731+ 0.53% |
$24.6K - $24.9K
|
138K
$4.66M
|
|
|
Jan 16, 2026
Q4 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
401+ 0.36% |
$13.5K - $13.7K
|
113K
$3.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
230+ 2.42% |
$7.75K - $7.84K
|
9.73K
$328K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
176+ 1.09% |
$5.93K - $6K
|
16.3K
$550K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
94New |
$3.17K - $3.2K
|
94
$3.17K
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
83+ 1.0% |
$2.8K - $2.83K
|
8.42K
$284K
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
8+ 0.05% |
$270 - $273
|
16.6K
$562K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-83- 68.6% |
$2.8K - $2.83K
|
38
$1.28K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-139- 1.1% |
$4.68K - $4.74K
|
12.4K
$420K
|
|
|
Jan 12, 2026
Q4 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-273- 2.55% |
$9.2K - $9.3K
|
10.4K
$352K
|
|
|
Jan 12, 2026
Q4 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
SELL
|
- |
-321- 1.94% |
$10.8K - $10.9K
|
16.2K
$547K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-323- 0.64% |
$10.9K - $11K
|
50K
$1.69M
|
|
|
Jan 14, 2026
Q4 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-396- 6.08% |
$13.3K - $13.5K
|
6.12K
$207K
|
|
|
Jan 16, 2026
Q4 2025
|
Sws Partners
|
SELL
|
- |
-757- 4.8% |
$25.5K - $25.8K
|
15K
$506K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-840- 13.19% |
$28.3K - $28.6K
|
5.53K
$187K
|
|