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 06, 2021
Q2 2021
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
196+ 1.15% |
N/A
|
17.2K
$562K
|
|
Aug 12, 2021
Q2 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
193+ 1.62% |
N/A
|
12.1K
$396K
|
|
Jul 19, 2021
Q2 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
184New |
N/A
|
184
$6.01K
|
|
Aug 30, 2021
Q2 2021
|
Old Second National Bank Of Aurora
|
BUY
|
- |
64+ 1.73% |
N/A
|
3.75K
$123K
|
|
Jul 26, 2021
Q2 2021
|
Fullen Financial Group
|
BUY
|
- |
61+ 0.39% |
N/A
|
15.7K
$514K
|
|
Jul 29, 2021
Q2 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
51New |
N/A
|
51
$1.67K
|
|
Aug 02, 2021
Q2 2021
|
Key F Inancial Inc
|
BUY
|
- |
42New |
N/A
|
42
$1.37K
|
|
Aug 10, 2021
Q2 2021
|
Harvest Investment Services, LLC
|
BUY
|
- |
42+ 0.39% |
N/A
|
10.8K
$353K
|
|
Jul 30, 2021
Q2 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
40New |
N/A
|
40
$1.31K
|
|
Jul 29, 2021
Q2 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
33+ 66.0% |
N/A
|
83
$2.71K
|
|
Jul 27, 2021
Q2 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
32+ 1.13% |
N/A
|
2.86K
$93.5K
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
BUY
|
- |
25+ 0.76% |
N/A
|
3.33K
$109K
|
|
Aug 13, 2021
Q2 2021
|
Lincoln National Corp
|
BUY
|
- |
19+ 0.2% |
N/A
|
9.48K
$310K
|
|
Aug 09, 2021
Q2 2021
|
Wbi Investments, Inc.
|
BUY
|
- |
14New |
N/A
|
14
$458
|
|
Aug 06, 2021
Q2 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
13+ 0.12% |
N/A
|
10.7K
$351K
|
|
Aug 16, 2021
Q2 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
10+ 0.09% |
N/A
|
10.8K
$352K
|
|
Jul 15, 2021
Q2 2021
|
Eclectic Associates Inc
|
BUY
|
- |
8+ 0.11% |
N/A
|
7.27K
$238K
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
5New |
N/A
|
5
$163
|
|
Nov 07, 2023
Q2 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-28- 96.55% |
N/A
|
1
$32.7
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-28Closed |
N/A
|
0
$0
|
|
Aug 17, 2021
Q2 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-41- 97.62% |
N/A
|
1
$32.7
|
|
Aug 06, 2021
Q2 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-41- 0.74% |
N/A
|
5.49K
$179K
|
|
Jul 27, 2021
Q2 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-66- 0.72% |
N/A
|
9.06K
$296K
|
|
Jul 13, 2021
Q2 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-76- 58.46% |
N/A
|
54
$1.76K
|
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-86- 1.96% |
N/A
|
4.31K
$141K
|
|
Aug 04, 2021
Q2 2021
|
Strategy Asset Managers LLC
|
SELL
|
- |
-87- 0.27% |
N/A
|
32.3K
$1.06M
|
|
Nov 15, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-95- 0.03% |
N/A
|
287K
$9.38M
|
|
Jul 21, 2021
Q2 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-129- 1.5% |
N/A
|
8.49K
$277K
|
|
Jul 27, 2021
Q2 2021
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-137Closed |
N/A
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-150Closed |
N/A
|
0
$0
|
|
Jul 19, 2021
Q2 2021
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-172- 0.23% |
N/A
|
76.1K
$2.49M
|
|
Aug 13, 2021
Q2 2021
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-195- 0.93% |
N/A
|
20.7K
$678K
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-257Closed |
N/A
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Hudock, Inc.
|
SELL
|
- |
-274Closed |
N/A
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-280Closed |
N/A
|
0
$0
|
|
Jul 23, 2021
Q2 2021
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-327- 0.16% |
N/A
|
202K
$6.6M
|
|
Aug 13, 2021
Q2 2021
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-332- 3.56% |
N/A
|
9K
$294K
|
|
Aug 13, 2021
Q2 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-357- 4.86% |
N/A
|
7K
$229K
|
|
Aug 02, 2021
Q2 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-420- 4.07% |
N/A
|
9.91K
$324K
|
|
Aug 13, 2021
Q2 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-422- 3.93% |
N/A
|
10.3K
$337K
|
|
Jul 19, 2021
Q2 2021
|
Manning & Napier Group, LLC
|
SELL
|
- |
-494- 0.24% |
N/A
|
207K
$6.77M
|
|
Jul 26, 2021
Q2 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-523- 35.77% |
N/A
|
939
$30.7K
|
|
Aug 05, 2021
Q2 2021
|
Horan Securities, Inc.
|
SELL
|
- |
-607- 30.89% |
N/A
|
1.36K
$44.4K
|
|
Jul 23, 2021
Q2 2021
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-695- 4.03% |
N/A
|
16.5K
$541K
|
|
Jul 23, 2021
Q2 2021
|
Independence Bank Of Kentucky
|
SELL
|
- |
-723Closed |
N/A
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-741- 12.98% |
N/A
|
4.97K
$162K
|
|
Jul 21, 2021
Q2 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-839- 6.01% |
N/A
|
13.1K
$429K
|
|
Aug 12, 2021
Q2 2021
|
Flc Capital Advisors
|
SELL
|
- |
-882- 9.85% |
N/A
|
8.07K
$264K
|
|
Jul 21, 2021
Q2 2021
|
Hollencrest Capital Management
|
SELL
|
- |
-960- 6.04% |
N/A
|
14.9K
$488K
|