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 06, 2021
Q1 2021
|
Rda Financial Network
|
BUY
|
- |
1.79K+ 1.41% |
N/A
|
129K
$4.32M
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.79K+ 5.13% |
N/A
|
36.6K
$1.23M
|
|
May 17, 2021
Q1 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1.74KNew |
N/A
|
1.74K
$58.2K
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.66KNew |
N/A
|
1.66K
$55.7K
|
|
May 10, 2021
Q1 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.57K+ 3.2% |
N/A
|
50.7K
$1.7M
|
|
May 13, 2021
Q1 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.48K+ 2.02% |
N/A
|
75.1K
$2.52M
|
|
May 13, 2021
Q1 2021
|
Godsey & Gibb Associates
|
BUY
|
- |
1.48KNew |
N/A
|
1.48K
$49.6K
|
|
Jan 08, 2024
Q1 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.4K+ 4.76% |
N/A
|
30.8K
$1.03M
|
|
May 10, 2021
Q1 2021
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
1.24K+ 0.38% |
N/A
|
327K
$11M
|
|
May 12, 2021
Q1 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.21K+ 5.66% |
N/A
|
22.6K
$758K
|
|
May 06, 2021
Q1 2021
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
1.02K+ 6.36% |
N/A
|
17K
$570K
|
|
May 03, 2021
Q1 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1.01K+ 2.32% |
N/A
|
44.3K
$1.49M
|
|
May 14, 2021
Q1 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
984+ 15.83% |
N/A
|
7.2K
$242K
|
|
May 05, 2021
Q1 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
978+ 19.18% |
N/A
|
6.08K
$204K
|
|
May 04, 2021
Q1 2021
|
Foresight Wealth Management, LLC
|
BUY
|
- |
933+ 1.24% |
N/A
|
76.3K
$2.56M
|
|
Apr 08, 2021
Q1 2021
|
Nbt Bank N A
|
BUY
|
- |
675+ 3.57% |
N/A
|
19.6K
$658K
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
610+ 0.26% |
N/A
|
238K
$7.98M
|
|
May 12, 2021
Q1 2021
|
Strategy Asset Managers LLC
|
BUY
|
- |
573+ 1.8% |
N/A
|
32.4K
$1.09M
|
|
May 12, 2021
Q1 2021
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
552+ 4.09% |
N/A
|
14K
$471K
|
|
Apr 27, 2021
Q1 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
550+ 0.57% |
N/A
|
97.3K
$3.27M
|
|
Apr 21, 2021
Q1 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
497+ 51.5% |
N/A
|
1.46K
$49.1K
|
|
Jun 01, 2021
Q1 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
473+ 3.25% |
N/A
|
15K
$505K
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
423+ 11.4% |
N/A
|
4.13K
$139K
|
|
May 05, 2021
Q1 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
367+ 4.19% |
N/A
|
9.12K
$306K
|
|
Apr 26, 2021
Q1 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
326+ 256.69% |
N/A
|
453
$15.2K
|
|
Apr 20, 2021
Q1 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
280New |
N/A
|
280
$9.39K
|
|
Apr 26, 2021
Q1 2021
|
Hudock, Inc.
|
BUY
|
- |
274New |
N/A
|
274
$9.19K
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
257+ 13.1% |
N/A
|
2.22K
$74.4K
|
|
May 17, 2021
Q1 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
257New |
N/A
|
257
$8.62K
|
|
May 11, 2021
Q1 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
205New |
N/A
|
205
$6.88K
|
|
May 17, 2021
Q1 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
139+ 0.12% |
N/A
|
119K
$4M
|
|
Apr 14, 2021
Q1 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
130New |
N/A
|
130
$4.36K
|
|
May 11, 2021
Q1 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
105+ 1.87% |
N/A
|
5.71K
$192K
|
|
May 14, 2021
Q1 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
86+ 0.69% |
N/A
|
12.5K
$418K
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
55New |
N/A
|
55
$1.85K
|
|
May 06, 2021
Q1 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
47+ 1.69% |
N/A
|
2.83K
$94.9K
|
|
May 14, 2021
Q1 2021
|
Archer Investment Corp
|
BUY
|
- |
35+ 0.55% |
N/A
|
6.34K
$213K
|
|
May 06, 2021
Q1 2021
|
Harvest Investment Services, LLC
|
BUY
|
- |
31+ 0.29% |
N/A
|
10.8K
$361K
|
|
Apr 28, 2021
Q1 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
29New |
N/A
|
29
$973
|
|
Aug 06, 2024
Q1 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
29New |
N/A
|
29
$973
|
|
May 14, 2021
Q1 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
12New |
N/A
|
12
$403
|
|
May 06, 2021
Q1 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
6New |
N/A
|
6
$201
|
|
Apr 15, 2021
Q1 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2New |
N/A
|
2
$67.1
|
|
May 13, 2021
Q1 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 0.03% |
N/A
|
2.91K
$97.5K
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-7Closed |
N/A
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Whittier Trust CO
|
SELL
|
- |
-15- 0.15% |
N/A
|
10.2K
$341K
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-24Closed |
N/A
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Kingfisher Capital LLC
|
SELL
|
- |
-40- 0.03% |
N/A
|
120K
$4.01M
|
|
Apr 27, 2021
Q1 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-41Closed |
N/A
|
0
$0
|
|
May 20, 2021
Q1 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-41- 0.3% |
N/A
|
13.7K
$458K
|