Purchases and Sales Made in Q1 2024 in Spdr Portfolio Intermediate Te (SPIB)
This table provides information about the institutional ownership of Spdr Portfolio Intermediate Te (SPIB) during Q1 2024. 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 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.8M+ 134.39% |
$544M - $553M
|
29.3M
$960M
|
|
|
May 14, 2024
Q1 2024
|
Ge Investment Management Corp.
Norwalk, CT |
BUY
|
- |
13M+ 460.51% |
$421M - $428M
|
15.8M
$518M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.23M+ 98.68% |
$137M - $139M
|
8.52M
$279M
|
|
|
May 15, 2024
Q1 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
3.83MNew |
$124M - $126M
|
3.83M
$125M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
3.04M+ 0.0% |
$98.5M - $100M
|
3.04M
$99.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
817K+ 41.72% |
$26.5M - $26.9M
|
2.78M
$90.9M
|
|
|
May 24, 2024
Q1 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
760K+ 149.39% |
$24.6M - $25M
|
1.27M
$41.5M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
682K+ 37.0% |
$22.1M - $22.5M
|
2.53M
$82.7M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
608K+ 361.11% |
$19.7M - $20M
|
777K
$25.4M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
544K+ 27.47% |
$17.6M - $17.9M
|
2.53M
$82.7M
|
|
|
Apr 10, 2024
Q1 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
515K+ 24.99% |
$16.7M - $16.9M
|
2.58M
$84.3M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
430K+ 5.58% |
$13.9M - $14.1M
|
8.13M
$266M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
386K+ 413.94% |
$12.5M - $12.7M
|
479K
$15.7M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
366K+ 2015.17% |
$11.8M - $12M
|
384K
$12.6M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
335KNew |
$10.8M - $11M
|
335K
$11M
|
|
|
Apr 19, 2024
Q1 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
299K+ 23.1% |
$9.69M - $9.85M
|
1.59M
$52.2M
|
|
|
May 06, 2024
Q1 2024
|
Leuthold Group, LLC
|
BUY
|
- |
284KNew |
$9.2M - $9.35M
|
284K
$9.3M
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
256KNew |
$8.3M - $8.44M
|
256K
$8.39M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
253K+ 5.58% |
$8.2M - $8.33M
|
4.8M
$157M
|
|
|
May 01, 2024
Q1 2024
|
5th Street Advisors, LLC
|
BUY
|
- |
251KNew |
$8.13M - $8.26M
|
251K
$8.22M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
181K+ 8.15% |
$5.86M - $5.96M
|
2.4M
$78.6M
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
162K+ 5.5% |
$5.24M - $5.33M
|
3.11M
$102M
|
|
|
May 23, 2024
Q1 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
158KNew |
$5.13M - $5.21M
|
158K
$5.18M
|
|
|
May 09, 2024
Q1 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
156K+ 110.29% |
$5.06M - $5.14M
|
298K
$9.75M
|
|
|
May 03, 2024
Q1 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
144K+ 565.66% |
$4.65M - $4.72M
|
169K
$5.53M
|
|
|
Apr 23, 2024
Q1 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
143K+ 13.48% |
$4.64M - $4.72M
|
1.21M
$39.5M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
139K+ 20322.14% |
$4.49M - $4.56M
|
139K
$4.56M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
131K+ 20.86% |
$4.23M - $4.3M
|
757K
$24.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
130KNew |
$4.21M - $4.27M
|
130K
$4.25M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
129K+ 23.33% |
$4.19M - $4.26M
|
684K
$22.4M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
128K+ 14.39% |
$4.14M - $4.21M
|
1.02M
$33.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
115K+ 13.69% |
$3.72M - $3.78M
|
954K
$31.2M
|
|
|
May 13, 2024
Q1 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
110KNew |
$3.56M - $3.62M
|
110K
$3.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
109KNew |
$3.54M - $3.6M
|
109K
$3.58M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
103K+ 1018.85% |
$3.33M - $3.39M
|
113K
$3.7M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
102K+ 120.86% |
$3.3M - $3.35M
|
186K
$6.09M
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
92.1KNew |
$2.98M - $3.03M
|
92.1K
$3.02M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
91.5K+ 72.29% |
$2.96M - $3.01M
|
218K
$7.14M
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
84.9K+ 35.54% |
$2.75M - $2.8M
|
324K
$10.6M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
84.8K+ 1119.02% |
$2.75M - $2.79M
|
92.4K
$3.02M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
82.8K+ 173.04% |
$2.68M - $2.72M
|
131K
$4.28M
|
|
|
May 13, 2024
Q1 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
78.3KNew |
$2.54M - $2.58M
|
78.3K
$2.56M
|
|
|
May 15, 2024
Q1 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
75.4K+ 333.05% |
$2.44M - $2.48M
|
98K
$3.21M
|
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
74.7K+ 11.44% |
$2.42M - $2.46M
|
727K
$23.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
74.4KNew |
$2.41M - $2.45M
|
74.4K
$2.44M
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
74.2K+ 92.82% |
$2.4M - $2.44M
|
154K
$5.04M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
68.5KNew |
$2.22M - $2.25M
|
68.5K
$2.24M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
65.9K+ 829.46% |
$2.13M - $2.17M
|
73.8K
$2.42M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
63.5K+ 6.6% |
$2.06M - $2.09M
|
1.03M
$33.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
63.5K+ 12.06% |
$2.06M - $2.09M
|
590K
$19.3M
|