Purchases and Sales Made in Q1 2021 in Spdr Portfolio Intermediate Te (SPIB)
This table provides information about the institutional ownership of Spdr Portfolio Intermediate Te (SPIB) during Q1 2021. 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 |
---|---|---|---|---|---|---|---|
May 17, 2021
Q1 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
5.09M+ 33.89% |
$184M - $189M
|
20.1M
$678M
|
|
May 06, 2021
Q1 2021
|
Allianz Investment Management U.S. LLC
Minneapolis, MN |
BUY
|
- |
1.64MNew |
$59.2M - $60.8M
|
1.64M
$55.2M
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.1M+ 23.6% |
$39.6M - $40.7M
|
5.74M
$194M
|
|
May 18, 2021
Q1 2021
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
847KNew |
$30.6M - $31.4M
|
847K
$28.5M
|
|
May 18, 2021
Q1 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
733K+ 522.28% |
$26.5M - $27.2M
|
873K
$29.4M
|
|
Apr 21, 2021
Q1 2021
|
Gradient Investments LLC
|
BUY
|
- |
707K+ 80.93% |
$25.5M - $26.2M
|
1.58M
$53.2M
|
|
May 14, 2021
Q1 2021
|
Old Mission Capital LLC
|
BUY
|
- |
632K+ 265.68% |
$22.8M - $23.5M
|
870K
$29.3M
|
|
May 17, 2021
Q1 2021
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
557KNew |
$20.1M - $20.7M
|
557K
$18.8M
|
|
May 17, 2021
Q1 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
507K+ 79.09% |
$18.3M - $18.8M
|
1.15M
$38.7M
|
|
May 17, 2021
Q1 2021
|
State Street Corp
Boston, MA |
BUY
|
- |
505K+ 15.9% |
$18.2M - $18.7M
|
3.68M
$124M
|
|
May 17, 2021
Q1 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
498KNew |
$18M - $18.5M
|
498K
$16.8M
|
|
Apr 20, 2021
Q1 2021
|
Stewardship Advisors, LLC
|
BUY
|
- |
437KNew |
$15.8M - $16.2M
|
437K
$14.7M
|
|
May 13, 2021
Q1 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
359KNew |
$13M - $13.3M
|
359K
$12.1M
|
|
May 17, 2021
Q1 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
354KNew |
$12.8M - $13.1M
|
354K
$11.9M
|
|
May 17, 2021
Q1 2021
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
308K+ 44.84% |
$11.1M - $11.4M
|
995K
$33.5M
|
|
Apr 19, 2021
Q1 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
264K+ 55.43% |
$9.53M - $9.79M
|
739K
$24.9M
|
|
Apr 13, 2021
Q1 2021
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
262K+ 63.57% |
$9.45M - $9.71M
|
673K
$22.7M
|
|
Apr 14, 2021
Q1 2021
|
Charles Schwab Trust CO
|
BUY
|
- |
215K+ 373.29% |
$7.76M - $7.98M
|
272K
$9.18M
|
|
Apr 19, 2021
Q1 2021
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
206K+ 103.62% |
$7.44M - $7.65M
|
405K
$13.6M
|
|
May 03, 2021
Q1 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
178K+ 22.1% |
$6.45M - $6.63M
|
986K
$33.2M
|
|
May 10, 2021
Q1 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
152K+ 11.44% |
$5.5M - $5.65M
|
1.48M
$49.9M
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
BUY
|
- |
124K+ 14.89% |
$4.46M - $4.59M
|
953K
$32.1M
|
|
May 12, 2021
Q1 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
109K+ 13.71% |
$3.93M - $4.03M
|
901K
$30.4M
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
104K+ 28.11% |
$3.77M - $3.88M
|
476K
$16M
|
|
May 12, 2021
Q1 2021
|
Adams Wealth Management
|
BUY
|
- |
101K+ 26.18% |
$3.65M - $3.75M
|
487K
$16.4M
|
|
May 07, 2021
Q1 2021
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
67.6K+ 210.15% |
$2.44M - $2.51M
|
99.7K
$3.36M
|
|
May 17, 2021
Q1 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
66.4K+ 57.75% |
$2.4M - $2.46M
|
181K
$6.11M
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
59.9K+ 1606.92% |
$2.16M - $2.22M
|
63.6K
$2.14M
|
|
May 06, 2021
Q1 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
56.6KNew |
$2.05M - $2.1M
|
56.6K
$1.91M
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
47.2K+ 1.85% |
$1.71M - $1.75M
|
2.61M
$87.8M
|
|
May 04, 2021
Q1 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
38K+ 6.16% |
$1.37M - $1.41M
|
655K
$22.1M
|
|
May 11, 2021
Q1 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
38K+ 346.51% |
$1.37M - $1.41M
|
49K
$1.65M
|
|
Apr 27, 2021
Q1 2021
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
37.3K+ 12.5% |
$1.35M - $1.38M
|
335K
$11.3M
|
|
May 13, 2021
Q1 2021
|
Advisor Os, LLC
|
BUY
|
- |
30.6KNew |
$1.11M - $1.14M
|
30.6K
$1.03M
|
|
May 17, 2021
Q1 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
29.6K+ 11.03% |
$1.07M - $1.1M
|
298K
$10M
|
|
Apr 26, 2021
Q1 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
28.7K+ 16.3% |
$1.04M - $1.07M
|
205K
$6.9M
|
|
May 04, 2021
Q1 2021
|
Roosevelt Investment Group LLC
|
BUY
|
- |
28K+ 36.41% |
$1.01M - $1.04M
|
105K
$3.53M
|
|
Apr 30, 2021
Q1 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
27.7K+ 116.36% |
$1M - $1.03M
|
51.6K
$1.74M
|
|
May 12, 2022
Q1 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
26.7KNew |
$966K - $993K
|
26.7K
$901K
|
|
May 14, 2021
Q1 2021
|
Windsor Capital Management, LLC
|
BUY
|
- |
25.9K+ 14.2% |
$935K - $962K
|
208K
$7.02M
|
|
May 11, 2021
Q1 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
25.4KNew |
$916K - $942K
|
25.4K
$855K
|
|
May 26, 2023
Q1 2021
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
24.3K+ 17.04% |
$876K - $901K
|
167K
$5.62M
|
|
May 10, 2021
Q1 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
20.8K+ 58.94% |
$753K - $774K
|
56.2K
$1.89M
|
|
May 04, 2021
Q1 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
20.3K+ 11.02% |
$735K - $755K
|
205K
$6.91M
|
|
Apr 26, 2021
Q1 2021
|
Bank Hapoalim Bm
|
BUY
|
- |
18.4K+ 9.84% |
$666K - $684K
|
206K
$6.93M
|
|
May 03, 2021
Q1 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
18.4K+ 84.79% |
$665K - $684K
|
40.1K
$1.35M
|
|
May 13, 2021
Q1 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
18K+ 3.55% |
$649K - $667K
|
524K
$17.6M
|
|
Apr 28, 2021
Q1 2021
|
Manning & Napier Group, LLC
|
BUY
|
- |
17.3K+ 9.11% |
$626K - $644K
|
208K
$7M
|
|
May 03, 2021
Q1 2021
|
Proffitt & Goodson Inc
|
BUY
|
- |
15.5K+ 41.25% |
$562K - $577K
|
53.2K
$1.79M
|
|
Apr 27, 2021
Q1 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.6K+ 22.54% |
$527K - $542K
|
79.4K
$2.67M
|