Purchases and Sales Made in Q1 2022 in Spdr Portfolio Intermediate Te (SPIB)
This table provides information about the institutional ownership of Spdr Portfolio Intermediate Te (SPIB) during Q1 2022. 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 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.19M+ 561.07% |
$176M - $187M
|
6.12M
$200M
|
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
2.33M+ 10.7% |
$79.1M - $84.1M
|
24.1M
$790M
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.17M+ 9872859.0% |
$73.7M - $78.3M
|
2.17M
$71.1M
|
|
|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.97M+ 3348.23% |
$66.8M - $71M
|
2.03M
$66.4M
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.9M+ 181.55% |
$64.5M - $68.6M
|
2.95M
$96.6M
|
|
|
May 05, 2022
Q1 2022
|
Capital Advisors Inc
|
BUY
|
- |
1.41MNew |
$47.8M - $50.8M
|
1.41M
$46.1M
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
624KNew |
$21.2M - $22.5M
|
624K
$20.4M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
563K+ 53.87% |
$19.1M - $20.3M
|
1.61M
$52.6M
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
543K+ 41.46% |
$18.4M - $19.6M
|
1.85M
$60.6M
|
|
|
Aug 15, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
358KNew |
$12.1M - $12.9M
|
358K
$11.7M
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
270K+ 28.21% |
$9.15M - $9.72M
|
1.23M
$40.1M
|
|
|
May 09, 2022
Q1 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
241K+ 536.52% |
$8.17M - $8.68M
|
286K
$9.35M
|
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
230K+ 1.21% |
$7.82M - $8.31M
|
19.3M
$633M
|
|
|
May 09, 2023
Q1 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
208KNew |
$7.06M - $7.5M
|
208K
$6.81M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
175K+ 2309.31% |
$5.94M - $6.31M
|
183K
$5.98M
|
|
|
May 16, 2022
Q1 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
155KNew |
$5.24M - $5.57M
|
155K
$5.06M
|
|
|
May 09, 2022
Q1 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
153K+ 15.28% |
$5.19M - $5.51M
|
1.15M
$37.8M
|
|
|
May 09, 2022
Q1 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
150K+ 82.83% |
$5.09M - $5.41M
|
331K
$10.8M
|
|
|
May 04, 2022
Q1 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
132K+ 22.8% |
$4.47M - $4.75M
|
709K
$23.2M
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
130K+ 212.83% |
$4.42M - $4.7M
|
192K
$6.27M
|
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
103K+ 79.41% |
$3.5M - $3.72M
|
234K
$7.64M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
99.8K+ 15.45% |
$3.38M - $3.6M
|
746K
$24.4M
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
85.6KNew |
$2.9M - $3.09M
|
85.6K
$2.8M
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
85.1K+ 7.56% |
$2.89M - $3.07M
|
1.21M
$39.6M
|
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
83.3K+ 199.86% |
$2.83M - $3M
|
125K
$4.09M
|
|
|
Apr 11, 2022
Q1 2022
|
Stewardship Advisors, LLC
|
BUY
|
- |
62.4K+ 27.33% |
$2.12M - $2.25M
|
291K
$9.52M
|
|
|
May 13, 2022
Q1 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
59.6K+ 7.27% |
$2.02M - $2.15M
|
879K
$28.8M
|
|
|
May 16, 2022
Q1 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
55.2KNew |
$1.87M - $1.99M
|
55.2K
$1.81M
|
|
|
May 10, 2022
Q1 2022
|
Pecaut & Co.
|
BUY
|
- |
46.1KNew |
$1.56M - $1.66M
|
46.1K
$1.51M
|
|
|
Apr 14, 2022
Q1 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
44.9KNew |
$1.52M - $1.62M
|
44.9K
$1.47M
|
|
|
May 10, 2022
Q1 2022
|
Country Club Bank
|
BUY
|
- |
43.6KNew |
$1.48M - $1.57M
|
43.6K
$1.43M
|
|
|
May 02, 2022
Q1 2022
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
42.2K+ 12.58% |
$1.43M - $1.52M
|
378K
$12.4M
|
|
|
May 12, 2022
Q1 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
36.7K+ 14.95% |
$1.24M - $1.32M
|
282K
$9.23M
|
|
|
Apr 08, 2022
Q1 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
34.7KNew |
$1.18M - $1.25M
|
34.7K
$1.13M
|
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
32.9KNew |
$1.11M - $1.18M
|
32.9K
$1.08M
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
32.4K+ 2.89% |
$1.1M - $1.17M
|
1.15M
$37.7M
|
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
28.3K+ 16.51% |
$960K - $1.02M
|
200K
$6.54M
|
|
|
May 04, 2022
Q1 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
26.7KNew |
$907K - $963K
|
26.7K
$875K
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23.1K+ 5.02% |
$783K - $833K
|
483K
$15.8M
|
|
|
May 02, 2022
Q1 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
21.9K+ 3.23% |
$742K - $788K
|
698K
$22.8M
|
|
|
May 16, 2022
Q1 2022
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
BUY
|
- |
21.7KNew |
$736K - $782K
|
21.7K
$711K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
19.8K+ 27.63% |
$671K - $714K
|
91.5K
$2.99M
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
19K+ 30.35% |
$645K - $686K
|
81.7K
$2.68M
|
|
|
Apr 18, 2022
Q1 2022
|
Rockland Trust CO
|
BUY
|
- |
18.9KNew |
$641K - $681K
|
18.9K
$619K
|
|
|
Aug 05, 2022
Q1 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
16.7KNew |
$567K - $603K
|
16.7K
$548K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
16.6K+ 36.67% |
$562K - $597K
|
61.8K
$2.02M
|
|
|
May 11, 2022
Q1 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
15.6K+ 3.48% |
$530K - $563K
|
464K
$15.2M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
15.4K+ 77.02% |
$521K - $553K
|
35.3K
$1.16M
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
15.1KNew |
$511K - $544K
|
15.1K
$494K
|
|
|
Apr 14, 2022
Q1 2022
|
Gen Trust, LLC
|
BUY
|
- |
14.9K+ 80.02% |
$504K - $535K
|
33.4K
$1.09M
|