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 11, 2021
Q1 2021
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-2.39K- 20.35% |
N/A
|
9.33K
$313K
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.53K- 1.7% |
N/A
|
147K
$4.93M
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-2.55KClosed |
N/A
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Hollencrest Capital Management
|
SELL
|
- |
-2.67K- 14.39% |
N/A
|
15.9K
$533K
|
|
May 17, 2021
Q1 2021
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2.7K- 16.14% |
N/A
|
14K
$471K
|
|
May 07, 2021
Q1 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.77K- 12.49% |
N/A
|
19.4K
$650K
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.79K- 19.67% |
N/A
|
11.4K
$382K
|
|
Apr 19, 2024
Q1 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.83K- 12.6% |
N/A
|
19.7K
$659K
|
|
Apr 27, 2021
Q1 2021
|
Cwm, LLC
|
SELL
|
- |
-2.86K- 20.08% |
N/A
|
11.4K
$381K
|
|
May 10, 2021
Q1 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.92K- 15.63% |
N/A
|
15.8K
$529K
|
|
Apr 28, 2021
Q1 2021
|
Center For Asset Management LLC
|
SELL
|
- |
-3K- 30.81% |
N/A
|
6.74K
$226K
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-3.05KClosed |
N/A
|
0
$0
|
|
Apr 16, 2021
Q1 2021
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-3.16K- 3.84% |
N/A
|
79.1K
$2.65M
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-3.23K- 23.15% |
N/A
|
10.7K
$360K
|
|
May 12, 2021
Q1 2021
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-3.44K- 30.31% |
N/A
|
7.91K
$265K
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.57K- 17.11% |
N/A
|
17.3K
$581K
|
|
Apr 27, 2021
Q1 2021
|
Savior LLC
|
SELL
|
- |
-3.64K- 49.61% |
N/A
|
3.7K
$124K
|
|
May 10, 2021
Q1 2021
|
Lincoln National Corp
|
SELL
|
- |
-3.76K- 28.43% |
N/A
|
9.46K
$317K
|
|
Apr 28, 2021
Q1 2021
|
Us Bancorp \De\
|
SELL
|
- |
-3.81K- 17.46% |
N/A
|
18K
$605K
|
|
May 17, 2021
Q1 2021
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-3.91K- 1.05% |
N/A
|
367K
$12.3M
|
|
Apr 15, 2021
Q1 2021
|
Cx Institutional
|
SELL
|
- |
-3.93K- 5.47% |
N/A
|
67.9K
$2.28M
|
|
Apr 05, 2021
Q1 2021
|
Curbstone Financial Management Corp
|
SELL
|
- |
-3.95K- 9.99% |
N/A
|
35.6K
$1.19M
|
|
May 17, 2021
Q1 2021
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-4.1K- 3.48% |
N/A
|
114K
$3.81M
|
|
Apr 27, 2021
Q1 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-4.48K- 36.39% |
N/A
|
7.83K
$263K
|
|
May 17, 2021
Q1 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-4.6K- 8.78% |
N/A
|
47.8K
$1.6M
|
|
Apr 30, 2021
Q1 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.8K- 31.4% |
N/A
|
10.5K
$352K
|
|
Apr 21, 2021
Q1 2021
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-4.99K- 19.25% |
N/A
|
20.9K
$702K
|
|
May 14, 2021
Q1 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.06K- 8.34% |
N/A
|
55.6K
$1.87M
|
|
May 17, 2021
Q1 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-5.49K- 6.58% |
N/A
|
77.9K
$2.61M
|
|
Apr 23, 2021
Q1 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-5.53KClosed |
N/A
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.63K- 42.08% |
N/A
|
7.75K
$260K
|
|
May 18, 2021
Q1 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6.32KClosed |
N/A
|
0
$0
|
|
May 03, 2021
Q1 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-6.37KClosed |
N/A
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-6.41K- 9.64% |
N/A
|
60K
$2.01M
|
|
Apr 14, 2021
Q1 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-6.77K- 41.29% |
N/A
|
9.63K
$323K
|
|
Apr 28, 2021
Q1 2021
|
Csenge Advisory Group
|
SELL
|
- |
-6.93KClosed |
N/A
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-7.5K- 6.03% |
N/A
|
117K
$3.92M
|
|
May 11, 2021
Q1 2021
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-7.77KClosed |
N/A
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-8.27K- 59.13% |
N/A
|
5.72K
$192K
|
|
May 05, 2021
Q1 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-8.44KClosed |
N/A
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-8.73KClosed |
N/A
|
0
$0
|
|
Apr 09, 2021
Q1 2021
|
Legacy Private Trust Co.
|
SELL
|
- |
-8.78K- 14.71% |
N/A
|
50.9K
$1.71M
|
|
Apr 20, 2021
Q1 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-8.88KClosed |
N/A
|
0
$0
|
|
Apr 19, 2021
Q1 2021
|
One Advisory Partners, LLC
|
SELL
|
- |
-9.22KClosed |
N/A
|
0
$0
|
|
May 14, 2021
Q1 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-9.24K- 41.4% |
N/A
|
13.1K
$439K
|
|
May 13, 2021
Q1 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-9.31KClosed |
N/A
|
0
$0
|
|
Apr 19, 2021
Q1 2021
|
Blb&B Advisors, LLC
|
SELL
|
- |
-10.2K- 8.1% |
N/A
|
116K
$3.89M
|
|
Apr 27, 2021
Q1 2021
|
Western Financial Corporation
|
SELL
|
- |
-11.3KClosed |
N/A
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-11.3K- 50.89% |
N/A
|
10.9K
$366K
|
|
Apr 19, 2021
Q1 2021
|
Peterson Wealth Management
|
SELL
|
- |
-11.4K- 7.0% |
N/A
|
152K
$5.09M
|