Purchases and Sales Made in Q2 2021 in Spdr Portfolio Intermediate Te (SPIB)
This table provides information about the institutional ownership of Spdr Portfolio Intermediate Te (SPIB) during Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.7K+ 44.78% |
N/A
|
15.2K
$496K
|
|
Jul 09, 2021
Q2 2021
|
Curbstone Financial Management Corp
|
BUY
|
- |
4.4K+ 12.37% |
N/A
|
40K
$1.31M
|
|
Aug 09, 2021
Q2 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
4.4K+ 35.25% |
N/A
|
16.9K
$551K
|
|
Jul 28, 2021
Q2 2021
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
4.29K+ 5.43% |
N/A
|
83.4K
$2.73M
|
|
Aug 13, 2021
Q2 2021
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
3.74K+ 9.95% |
N/A
|
41.3K
$1.35M
|
|
Aug 12, 2021
Q2 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.7KNew |
N/A
|
3.7K
$121K
|
|
Aug 16, 2021
Q2 2021
|
Townsquare Capital LLC
|
BUY
|
- |
3.63K+ 5.86% |
N/A
|
65.6K
$2.14M
|
|
Aug 11, 2021
Q2 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
3.57K+ 198.33% |
N/A
|
5.37K
$175K
|
|
Jul 07, 2021
Q2 2021
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
3.08K+ 15.97% |
N/A
|
22.4K
$731K
|
|
Aug 10, 2021
Q2 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.03K+ 26.52% |
N/A
|
14.4K
$472K
|
|
Aug 13, 2021
Q2 2021
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2.85K+ 3.36% |
N/A
|
87.5K
$2.86M
|
|
Aug 12, 2021
Q2 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
2.74K+ 6.05% |
N/A
|
48K
$1.57M
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.55K+ 4.58% |
N/A
|
58.2K
$1.9M
|
|
Aug 03, 2021
Q2 2021
|
Adams Wealth Management
|
BUY
|
- |
2.4K+ 0.49% |
N/A
|
490K
$16M
|
|
Aug 13, 2021
Q2 2021
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
2.39K+ 27.11% |
N/A
|
11.2K
$366K
|
|
Aug 16, 2021
Q2 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.32K+ 10.26% |
N/A
|
24.9K
$814K
|
|
Nov 16, 2021
Q2 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
2.07K+ 1.74% |
N/A
|
121K
$3.97M
|
|
Aug 03, 2021
Q2 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1.95K+ 4.85% |
N/A
|
42.1K
$1.37M
|
|
Jul 27, 2021
Q2 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.93K+ 10.46% |
N/A
|
20.4K
$666K
|
|
Aug 06, 2021
Q2 2021
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
1.54K+ 0.96% |
N/A
|
162K
$5.3M
|
|
Aug 12, 2021
Q2 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.18K+ 10.63% |
N/A
|
12.2K
$400K
|
|
Jul 26, 2021
Q2 2021
|
Alaska Permanent Capital Management
|
BUY
|
- |
1.12K+ 6.05% |
N/A
|
19.6K
$640K
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.11K+ 8.44% |
N/A
|
14.2K
$464K
|
|
Aug 09, 2021
Q2 2021
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
1.05K+ 0.32% |
N/A
|
328K
$10.7M
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.02K+ 0.48% |
N/A
|
213K
$6.96M
|
|
Aug 03, 2021
Q2 2021
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
1K+ 10.0% |
N/A
|
11K
$359K
|
|
Aug 12, 2021
Q2 2021
|
Scotia Capital Inc.
|
BUY
|
- |
978+ 7.84% |
N/A
|
13.4K
$439K
|
|
Jul 19, 2021
Q2 2021
|
Country Trust Bank
|
BUY
|
- |
932New |
N/A
|
932
$30.5K
|
|
Jul 09, 2021
Q2 2021
|
Savior LLC
|
BUY
|
- |
926+ 25.03% |
N/A
|
4.63K
$151K
|
|
Aug 17, 2021
Q2 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
839+ 11.65% |
N/A
|
8.04K
$263K
|
|
Aug 09, 2021
Q2 2021
|
Sandy Spring Bank
|
BUY
|
- |
800New |
N/A
|
800
$26.1K
|
|
Aug 09, 2021
Q2 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
670+ 4.25% |
N/A
|
16.4K
$537K
|
|
Jul 09, 2021
Q2 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
651+ 1.28% |
N/A
|
51.6K
$1.69M
|
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
624+ 11.99% |
N/A
|
5.83K
$190K
|
|
Jul 28, 2021
Q2 2021
|
Pfg Advisors
|
BUY
|
- |
624+ 1.93% |
N/A
|
33K
$1.08M
|
|
Jul 19, 2021
Q2 2021
|
Tsfg, LLC
|
BUY
|
- |
517+ 29.28% |
N/A
|
2.28K
$74.6K
|
|
Aug 17, 2021
Q2 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
498New |
N/A
|
498
$16.3K
|
|
Aug 05, 2021
Q2 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
443+ 1.0% |
N/A
|
44.8K
$1.46M
|
|
Aug 05, 2021
Q2 2021
|
Archer Investment Corp
|
BUY
|
- |
437+ 6.89% |
N/A
|
6.78K
$222K
|
|
Jul 15, 2021
Q2 2021
|
City Holding CO
|
BUY
|
- |
300New |
N/A
|
300
$9.8K
|
|
Aug 12, 2021
Q2 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
300New |
N/A
|
300
$9.8K
|
|
Jul 23, 2021
Q2 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
290+ 1.73% |
N/A
|
17K
$556K
|
|
Aug 02, 2021
Q2 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
289New |
N/A
|
289
$9.44K
|
|
Aug 12, 2021
Q2 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
279+ 9.6% |
N/A
|
3.19K
$104K
|
|
Aug 02, 2021
Q2 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
275New |
N/A
|
275
$8.99K
|
|
Jul 21, 2021
Q2 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
266+ 2.65% |
N/A
|
10.3K
$337K
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
BUY
|
- |
257+ 467.27% |
N/A
|
312
$10.2K
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
225+ 2.25% |
N/A
|
10.2K
$334K
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
224+ 6.04% |
N/A
|
3.93K
$129K
|
|
Aug 12, 2021
Q2 2021
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
208+ 3.5% |
N/A
|
6.15K
$201K
|