Purchases and Sales Made in Q1 2023 in Spdr Portfolio Intermediate Te (SPIB)
This table provides information about the institutional ownership of Spdr Portfolio Intermediate Te (SPIB) during Q1 2023. 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 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
68New |
$2.15K - $2.23K
|
68
$2.26K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
67New |
$2.12K - $2.2K
|
67
$2.23K
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
37+ 0.44% |
$1.17K - $1.21K
|
8.37K
$279K
|
|
|
Apr 25, 2023
Q1 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
26+ 0.31% |
$823 - $854
|
8.37K
$279K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
26New |
$823 - $854
|
26
$866
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
26+ 0.05% |
$823 - $854
|
54K
$1.8M
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
19+ 0.04% |
$602 - $624
|
52.7K
$1.75M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
15+ 2.45% |
$475 - $492
|
627
$20.9K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
15+ 14.85% |
$475 - $492
|
116
$3.86K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13+ 1.95% |
$412 - $427
|
678
$22.6K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
7+ 0.6% |
$222 - $230
|
1.18K
$39.4K
|
|
|
May 04, 2023
Q1 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2+ 0.0% |
$63.3 - $65.7
|
107K
$3.56M
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.75% |
$31.7 - $32.8
|
134
$4.46K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.14% |
$31.7 - $32.8
|
739
$24.6K
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1- 0.01% |
$31.7 - $32.8
|
13.1K
$436K
|
|
|
May 03, 2023
Q1 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-10- 0.09% |
$317 - $328
|
10.7K
$356K
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-12- 15.19% |
$380 - $394
|
67
$2.23K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-17- 2.53% |
$538 - $558
|
655
$21.8K
|
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-20- 0.05% |
$633 - $657
|
37.4K
$1.25M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-37- 0.28% |
$1.17K - $1.21K
|
13.1K
$436K
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-54- 5.57% |
$1.71K - $1.77K
|
916
$30.5K
|
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-91- 0.76% |
$2.88K - $2.99K
|
11.9K
$395K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-98- 97.03% |
$3.1K - $3.22K
|
3
$99.9
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-104- 1.19% |
$3.29K - $3.41K
|
8.63K
$287K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-117- 31.79% |
$3.71K - $3.84K
|
251
$8.36K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-146- 1.05% |
$4.62K - $4.79K
|
13.8K
$460K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-147- 49.0% |
$4.66K - $4.83K
|
153
$5.09K
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-157- 1.7% |
$4.97K - $5.15K
|
9.09K
$303K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-190- 1.05% |
$6.02K - $6.24K
|
17.9K
$597K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-216- 0.2% |
$6.84K - $7.09K
|
110K
$3.68M
|
|
|
May 03, 2023
Q1 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-217- 0.66% |
$6.87K - $7.12K
|
32.9K
$1.09M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-230- 98.29% |
$7.28K - $7.55K
|
4
$133
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-236- 4.51% |
$7.47K - $7.75K
|
4.99K
$166K
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-247- 1.59% |
$7.82K - $8.11K
|
15.3K
$510K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-247- 23.75% |
$7.82K - $8.11K
|
793
$26.4K
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-250- 29.41% |
$7.92K - $8.21K
|
600
$20K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-271- 16.06% |
$8.58K - $8.9K
|
1.42K
$47.2K
|
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-275- 3.9% |
$8.71K - $9.03K
|
6.78K
$226K
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-330- 3.97% |
$10.5K - $10.8K
|
7.98K
$266K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-334Closed |
$10.6K - $11K
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-376- 0.49% |
$11.9K - $12.3K
|
76.8K
$2.56M
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-388- 52.79% |
$12.3K - $12.7K
|
347
$11.6K
|
|
|
May 15, 2023
Q1 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-431- 2.54% |
$13.6K - $14.1K
|
16.5K
$550K
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-444- 2.35% |
$14.1K - $14.6K
|
18.5K
$615K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-508- 0.73% |
$16.1K - $16.7K
|
69.3K
$2.31M
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
SELL
|
- |
-540- 64.13% |
$17.1K - $17.7K
|
302
$10.1K
|
|
|
Apr 19, 2023
Q1 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-559- 5.03% |
$17.7K - $18.4K
|
10.6K
$352K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-571- 8.16% |
$18.1K - $18.7K
|
6.43K
$214K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-576- 2.1% |
$18.2K - $18.9K
|
26.8K
$893K
|