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 13, 2021
Q1 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12.5K- 46.98% |
N/A
|
14.1K
$474K
|
|
May 06, 2021
Q1 2021
|
Occidental Asset Management, LLC
|
SELL
|
- |
-12.6K- 2.33% |
N/A
|
527K
$17.7M
|
|
Apr 26, 2021
Q1 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-13K- 59.69% |
N/A
|
8.8K
$295K
|
|
May 17, 2021
Q1 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-13.3K- 52.83% |
N/A
|
11.9K
$398K
|
|
Feb 22, 2022
Q1 2021
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-13.3K- 9.77% |
N/A
|
123K
$4.13M
|
|
May 14, 2021
Q1 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-14KClosed |
N/A
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-14.7K- 8.3% |
N/A
|
163K
$5.45M
|
|
May 17, 2021
Q1 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-14.7KClosed |
N/A
|
0
$0
|
|
May 18, 2021
Q1 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-14.9KClosed |
N/A
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-15.1K- 52.2% |
N/A
|
13.8K
$463K
|
|
Apr 28, 2021
Q1 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-15.2KClosed |
N/A
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Allworth Financial LP
|
SELL
|
- |
-16.8K- 2.25% |
N/A
|
732K
$24.6M
|
|
Apr 19, 2021
Q1 2021
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-18.2K- 6.59% |
N/A
|
259K
$8.68M
|
|
May 11, 2021
Q1 2021
|
Peak Financial Advisors LLC
|
SELL
|
- |
-19.2KClosed |
N/A
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-20.1KClosed |
N/A
|
0
$0
|
|
Apr 12, 2021
Q1 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-20.5KClosed |
N/A
|
0
$0
|
|
Apr 22, 2021
Q1 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-20.8KClosed |
N/A
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-21KClosed |
N/A
|
0
$0
|
|
May 18, 2021
Q1 2021
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-22.9KClosed |
N/A
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-25.5K- 93.41% |
N/A
|
1.8K
$60.4K
|
|
Apr 14, 2021
Q1 2021
|
Ota Financial Group L.P.
|
SELL
|
- |
-25.8KClosed |
N/A
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-26KClosed |
N/A
|
0
$0
|
|
Apr 19, 2021
Q1 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-26.4K- 83.55% |
N/A
|
5.21K
$175K
|
|
May 14, 2021
Q1 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-30.4K- 87.36% |
N/A
|
4.4K
$148K
|
|
May 14, 2021
Q1 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-31.9K- 50.56% |
N/A
|
31.2K
$1.05M
|
|
May 10, 2021
Q1 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-31.9K- 77.84% |
N/A
|
9.08K
$305K
|
|
Apr 23, 2021
Q1 2021
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-34K- 63.81% |
N/A
|
19.3K
$647K
|
|
Apr 29, 2021
Q1 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-38.1K- 88.38% |
N/A
|
5.01K
$168K
|
|
May 17, 2021
Q1 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-38.6K- 18.4% |
N/A
|
171K
$5.74M
|
|
May 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-45.6K- 24.96% |
N/A
|
137K
$4.6M
|
|
Apr 23, 2021
Q1 2021
|
Flc Capital Advisors
|
SELL
|
- |
-47.6K- 84.17% |
N/A
|
8.95K
$300K
|
|
May 13, 2021
Q1 2021
|
Greystone Financial Group, LLC
|
SELL
|
- |
-47.7KClosed |
N/A
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-48.2K- 46.41% |
N/A
|
55.7K
$1.87M
|
|
May 13, 2021
Q1 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-48.5K- 49.11% |
N/A
|
50.3K
$1.69M
|
|
Apr 22, 2021
Q1 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-49K- 27.87% |
N/A
|
127K
$4.25M
|
|
Apr 30, 2021
Q1 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-49.3K- 81.19% |
N/A
|
11.4K
$383K
|
|
May 13, 2021
Q1 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-49.3K- 88.38% |
N/A
|
6.48K
$217K
|
|
May 26, 2021
Q1 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-50.4K- 33.86% |
N/A
|
98.5K
$3.31M
|
|
Apr 14, 2021
Q1 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-52K- 41.69% |
N/A
|
72.8K
$2.44M
|
|
Apr 23, 2021
Q1 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-53.5K- 54.38% |
N/A
|
44.9K
$1.51M
|
|
May 12, 2021
Q1 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-55.1K- 22.57% |
N/A
|
189K
$6.34M
|
|
May 07, 2021
Q1 2021
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-60.3K- 9.61% |
N/A
|
567K
$19M
|
|
Apr 23, 2021
Q1 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-65.7K- 44.57% |
N/A
|
81.7K
$2.74M
|
|
May 18, 2021
Q1 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-67.1K- 28.59% |
N/A
|
168K
$5.62M
|
|
May 18, 2021
Q1 2021
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-72K- 14.33% |
N/A
|
430K
$14.4M
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-72.1K- 42.38% |
N/A
|
98.1K
$3.29M
|
|
May 28, 2021
Q1 2021
|
Hnp Capital LLC
|
SELL
|
- |
-73.7K- 14.96% |
N/A
|
419K
$14.1M
|
|
May 17, 2021
Q1 2021
|
Sws Partners
|
SELL
|
- |
-74.7KClosed |
N/A
|
0
$0
|
|
Jun 15, 2021
Q1 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-79K- 99.95% |
N/A
|
42
$1.41K
|
|
May 13, 2021
Q1 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-94.1KClosed |
N/A
|
0
$0
|