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 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-190K- 0.61% |
$6.15M - $6.25M
|
30.9M
$1.01B
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-275K- 85.91% |
$8.89M - $9.04M
|
45K
$1.47M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-301K- 9.66% |
$9.73M - $9.89M
|
2.81M
$91.8M
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-303K- 36.94% |
$9.8M - $9.96M
|
516K
$16.9M
|
|
May 01, 2024
Q1 2024
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-392K- 63.03% |
$12.7M - $12.9M
|
230K
$7.51M
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-419K- 3.24% |
$13.6M - $13.8M
|
12.5M
$408M
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-453K- 37.16% |
$14.7M - $14.9M
|
766K
$25M
|
|
May 14, 2024
Q1 2024
|
Allianz Investment Management U.S. LLC
Minneapolis, MN |
SELL
|
- |
-562K- 75.58% |
$18.2M - $18.5M
|
182K
$5.94M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-729K- 67.07% |
$23.6M - $24M
|
358K
$11.7M
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.26M- 99.14% |
$40.7M - $41.4M
|
10.9K
$356K
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-4.66M- 91.75% |
$151M - $153M
|
419K
$13.7M
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.23M- 89.49% |
$202M - $205M
|
731K
$23.9M
|