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 |
---|---|---|---|---|---|---|---|
Jun 21, 2021
Q1 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-102K- 24.44% |
N/A
|
315K
$10.6M
|
|
Apr 27, 2021
Q1 2021
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-103KClosed |
N/A
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Austin Private Wealth, LLC
|
SELL
|
- |
-119KClosed |
N/A
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-119K- 81.12% |
N/A
|
27.8K
$933K
|
|
Apr 30, 2021
Q1 2021
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-125K- 6.43% |
N/A
|
1.82M
$60.9M
|
|
May 11, 2021
Q1 2021
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-134KClosed |
N/A
|
0
$0
|
|
May 17, 2021
Q1 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-176K- 70.78% |
N/A
|
72.9K
$2.44M
|
|
Apr 20, 2021
Q1 2021
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-178K- 86.26% |
N/A
|
28.4K
$952K
|
|
May 07, 2021
Q1 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-185K- 96.18% |
N/A
|
7.35K
$247K
|
|
Apr 20, 2021
Q1 2021
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-202K- 50.0% |
N/A
|
202K
$6.79M
|
|
Apr 27, 2021
Q1 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-255K- 38.13% |
N/A
|
414K
$13.9M
|
|
May 17, 2021
Q1 2021
|
Cooper Financial Group
|
SELL
|
- |
-317K- 95.33% |
N/A
|
15.5K
$521K
|
|
May 14, 2021
Q1 2021
|
Assetmark, Inc
|
SELL
|
- |
-325K- 34.69% |
N/A
|
612K
$20.5M
|
|
Apr 28, 2021
Q1 2021
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-329K- 49.96% |
N/A
|
330K
$11.1M
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-364K- 12.83% |
N/A
|
2.48M
$83.1M
|
|
May 18, 2021
Q1 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-392KClosed |
N/A
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-419K- 27.85% |
N/A
|
1.09M
$36.4M
|
|
May 03, 2021
Q1 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-436K- 86.57% |
N/A
|
67.6K
$2.27M
|
|
May 13, 2021
Q1 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-448K- 94.87% |
N/A
|
24.2K
$813K
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-517K- 92.15% |
N/A
|
44.1K
$1.48M
|
|
May 14, 2021
Q1 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-791K- 58.72% |
N/A
|
556K
$18.6M
|
|
May 14, 2021
Q1 2021
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-1.86MClosed |
N/A
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-2.08M- 6.86% |
N/A
|
28.2M
$947M
|