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 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-45Closed |
N/A
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Planned Solutions, Inc.
|
SELL
|
- |
-50Closed |
N/A
|
0
$0
|
|
May 03, 2021
Q1 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-52Closed |
N/A
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-88Closed |
N/A
|
0
$0
|
|
Jul 17, 2024
Q1 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-143- 20.37% |
N/A
|
559
$18.8K
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-149- 0.32% |
N/A
|
46.3K
$1.55M
|
|
Aug 13, 2024
Q1 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-158- 11.7% |
N/A
|
1.19K
$40K
|
|
May 11, 2021
Q1 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-168- 1.5% |
N/A
|
11.1K
$371K
|
|
May 07, 2021
Q1 2021
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-176- 4.55% |
N/A
|
3.69K
$124K
|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-196Closed |
N/A
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Community Bank, N.A.
|
SELL
|
- |
-200- 30.77% |
N/A
|
450
$15.1K
|
|
May 13, 2021
Q1 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-211- 94.2% |
N/A
|
13
$436
|
|
May 10, 2021
Q1 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-246- 0.99% |
N/A
|
24.7K
$829K
|
|
May 04, 2021
Q1 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-268- 3.02% |
N/A
|
8.62K
$289K
|
|
Apr 22, 2021
Q1 2021
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-273- 2.93% |
N/A
|
9.04K
$303K
|
|
May 04, 2021
Q1 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-280- 1.97% |
N/A
|
14K
$468K
|
|
May 10, 2021
Q1 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-288- 3.9% |
N/A
|
7.09K
$238K
|
|
Apr 21, 2021
Q1 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-290- 3.98% |
N/A
|
6.99K
$235K
|
|
Apr 12, 2021
Q1 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-308Closed |
N/A
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-308- 2.99% |
N/A
|
9.99K
$335K
|
|
Apr 20, 2021
Q1 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-341Closed |
N/A
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-362- 3.39% |
N/A
|
10.3K
$347K
|
|
Apr 13, 2021
Q1 2021
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-364- 2.07% |
N/A
|
17.2K
$578K
|
|
May 14, 2021
Q1 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-386- 5.38% |
N/A
|
6.79K
$228K
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-395Closed |
N/A
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-402- 3.26% |
N/A
|
11.9K
$400K
|
|
Apr 12, 2021
Q1 2021
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-404- 2.36% |
N/A
|
16.7K
$561K
|
|
May 13, 2021
Q1 2021
|
Mainstay Capital Management LLC
|
SELL
|
- |
-407- 1.93% |
N/A
|
20.7K
$693K
|
|
Apr 14, 2021
Q1 2021
|
Eclectic Associates Inc
|
SELL
|
- |
-468- 6.06% |
N/A
|
7.26K
$244K
|
|
May 17, 2021
Q1 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-500Closed |
N/A
|
0
$0
|
|
May 19, 2021
Q1 2021
|
Fullen Financial Group
|
SELL
|
- |
-661- 4.05% |
N/A
|
15.7K
$525K
|
|
Apr 19, 2021
Q1 2021
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-691- 7.8% |
N/A
|
8.16K
$274K
|
|
May 11, 2021
Q1 2021
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-857- 11.35% |
N/A
|
6.7K
$225K
|
|
May 05, 2021
Q1 2021
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-863- 17.87% |
N/A
|
3.97K
$133K
|
|
Apr 12, 2021
Q1 2021
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-918- 13.75% |
N/A
|
5.76K
$193K
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.11KClosed |
N/A
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.12K- 6.15% |
N/A
|
17K
$572K
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.36K- 4.89% |
N/A
|
26.4K
$886K
|
|
May 07, 2021
Q1 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.42K- 7.32% |
N/A
|
18K
$605K
|
|
Apr 27, 2021
Q1 2021
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.57K- 7.49% |
N/A
|
19.4K
$652K
|
|
May 17, 2021
Q1 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.58K- 0.32% |
N/A
|
489K
$16.4M
|
|
May 10, 2021
Q1 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.6K- 9.49% |
N/A
|
15.3K
$513K
|
|
May 18, 2021
Q1 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.62K- 6.38% |
N/A
|
23.7K
$796K
|
|
May 14, 2021
Q1 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.62K- 8.07% |
N/A
|
18.5K
$619K
|
|
May 13, 2021
Q1 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.83K- 23.54% |
N/A
|
5.94K
$199K
|
|
May 14, 2021
Q1 2021
|
Horan Securities, Inc.
|
SELL
|
- |
-1.94K- 49.69% |
N/A
|
1.97K
$65.9K
|
|
Apr 30, 2021
Q1 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-2.08K- 20.72% |
N/A
|
7.97K
$267K
|
|
Apr 27, 2021
Q1 2021
|
Eastern Bank
|
SELL
|
- |
-2.18K- 0.15% |
N/A
|
1.45M
$48.6M
|
|
Apr 28, 2021
Q1 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-2.21K- 28.38% |
N/A
|
5.58K
$187K
|
|
Apr 14, 2021
Q1 2021
|
Tsfg, LLC
|
SELL
|
- |
-2.28K- 56.38% |
N/A
|
1.77K
$59.2K
|