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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-4.06K- 27.14% |
$131K - $133K
|
10.9K
$361K
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-4.06K- 2.29% |
$132K - $134K
|
174K
$5.77M
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-4.83K- 2.48% |
$156K - $159K
|
190K
$6.31M
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-4.89K- 9.22% |
$158K - $161K
|
48.1K
$1.6M
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-5.12K- 41.09% |
$166K - $168K
|
7.34K
$244K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-5.33K- 11.69% |
$173K - $175K
|
40.3K
$1.34M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-5.41K- 5.11% |
$175K - $178K
|
100K
$3.33M
|
|
|
Apr 22, 2024
Q1 2024
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-6.25K- 20.27% |
$202K - $206K
|
24.6K
$816K
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-7.46K- 22.52% |
$242K - $246K
|
25.7K
$852K
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-7.66K- 8.26% |
$248K - $252K
|
85K
$2.82M
|
|
|
May 15, 2024
Q1 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-7.7K- 7.22% |
$249K - $253K
|
98.9K
$3.28M
|
|
|
May 15, 2024
Q1 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-7.7K- 7.22% |
$249K - $253K
|
98.9K
$3.28M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-9K- 22.51% |
$292K - $296K
|
31K
$1.03M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.25K- 12.94% |
$300K - $304K
|
62.2K
$2.07M
|
|
|
Apr 18, 2024
Q1 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-9.46K- 14.81% |
$306K - $311K
|
54.4K
$1.81M
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-9.52K- 10.38% |
$308K - $313K
|
82.2K
$2.73M
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-9.53K- 21.8% |
$309K - $314K
|
34.2K
$1.13M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-9.65K- 6.9% |
$312K - $318K
|
130K
$4.32M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-9.9K- 12.21% |
$320K - $326K
|
71.2K
$2.36M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-9.92K- 15.9% |
$321K - $326K
|
52.5K
$1.74M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-10.2K- 15.74% |
$329K - $334K
|
54.4K
$1.81M
|
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-10.8K- 25.3% |
$349K - $355K
|
31.9K
$1.06M
|
|
|
May 14, 2024
Q1 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-11K- 17.46% |
$356K - $362K
|
52K
$1.73M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-11.6K- 37.96% |
$377K - $383K
|
19K
$632K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13.2K- 16.25% |
$426K - $433K
|
67.9K
$2.25M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-13.2K- 4.45% |
$426K - $433K
|
283K
$9.38M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-13.4K- 21.27% |
$433K - $441K
|
49.6K
$1.64M
|
|
|
Apr 01, 2024
Q1 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-14.2K- 5.45% |
$461K - $468K
|
247K
$8.19M
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
SELL
|
- |
-16.5K- 0.84% |
$534K - $543K
|
1.96M
$65M
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-16.8K- 24.96% |
$545K - $554K
|
50.6K
$1.68M
|
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-17.8K- 3.87% |
$577K - $586K
|
442K
$14.7M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-19.8K- 76.32% |
$642K - $653K
|
6.15K
$204K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-23.1K- 51.6% |
$747K - $759K
|
21.6K
$718K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-23.9K- 16.78% |
$774K - $787K
|
119K
$3.93M
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-24.7K- 42.45% |
$799K - $812K
|
33.5K
$1.11M
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-28.2K- 7.64% |
$914K - $929K
|
341K
$11.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-29.7K- 31.32% |
$961K - $977K
|
65.1K
$2.16M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-33K- 30.99% |
$1.07M - $1.09M
|
73.5K
$2.44M
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-35.5K- 39.27% |
$1.15M - $1.17M
|
55K
$1.82M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-36K- 8.49% |
$1.17M - $1.18M
|
388K
$12.9M
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-36.5K- 8.42% |
$1.18M - $1.2M
|
397K
$13.2M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-38.2K- 11.49% |
$1.24M - $1.26M
|
294K
$9.76M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-42.6K- 29.89% |
$1.38M - $1.4M
|
99.9K
$3.32M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-45.3K- 79.64% |
$1.47M - $1.49M
|
11.6K
$385K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-47.8K- 53.37% |
$1.55M - $1.57M
|
41.7K
$1.39M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-51.6K- 23.43% |
$1.67M - $1.7M
|
168K
$5.59M
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-52.4K- 22.4% |
$1.7M - $1.73M
|
182K
$6.03M
|
|
|
Apr 22, 2024
Q1 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-56.4K- 35.83% |
$1.83M - $1.86M
|
101K
$3.35M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-58K- 22.05% |
$1.88M - $1.91M
|
205K
$6.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-62.5K- 28.29% |
$2.03M - $2.06M
|
159K
$5.26M
|