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 16, 2021
Q2 2021
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-978- 1.52% |
N/A
|
63.2K
$2.07M
|
|
Aug 05, 2021
Q2 2021
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1K- 5.15% |
N/A
|
18.4K
$602K
|
|
Jul 16, 2021
Q2 2021
|
Stewardship Advisors, LLC
|
SELL
|
- |
-1.18K- 0.27% |
N/A
|
436K
$14.2M
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.18K- 3.76% |
N/A
|
30.2K
$986K
|
|
Jul 23, 2021
Q2 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.2K- 17.22% |
N/A
|
5.79K
$189K
|
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.24K- 6.88% |
N/A
|
16.8K
$549K
|
|
Jul 23, 2021
Q2 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.34K- 15.21% |
N/A
|
7.46K
$244K
|
|
Aug 10, 2021
Q2 2021
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.41K- 10.07% |
N/A
|
12.6K
$412K
|
|
Jul 20, 2021
Q2 2021
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.54K- 1.33% |
N/A
|
114K
$3.74M
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.66KClosed |
N/A
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.67K- 1.02% |
N/A
|
161K
$5.26M
|
|
Aug 06, 2021
Q2 2021
|
Mainstay Capital Management LLC
|
SELL
|
- |
-1.73K- 8.36% |
N/A
|
18.9K
$619K
|
|
Aug 12, 2021
Q2 2021
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-1.75K- 11.62% |
N/A
|
13.3K
$434K
|
|
Aug 04, 2021
Q2 2021
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-2.32K- 4.1% |
N/A
|
54.3K
$1.77M
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.4K- 26.46% |
N/A
|
6.68K
$218K
|
|
Aug 10, 2023
Q2 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-2.59K- 38.88% |
N/A
|
4.06K
$133K
|
|
Jul 23, 2021
Q2 2021
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-2.68K- 1.04% |
N/A
|
256K
$8.37M
|
|
Aug 13, 2021
Q2 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.9K- 17.0% |
N/A
|
14.1K
$462K
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.01K- 5.4% |
N/A
|
52.7K
$1.72M
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.4K- 19.64% |
N/A
|
13.9K
$455K
|
|
Apr 19, 2024
Q2 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-3.78K- 19.25% |
N/A
|
15.9K
$519K
|
|
Aug 04, 2021
Q2 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-3.9K- 0.59% |
N/A
|
651K
$21.3M
|
|
Aug 02, 2021
Q2 2021
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-3.97KClosed |
N/A
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.97K- 1.33% |
N/A
|
294K
$9.6M
|
|
Aug 13, 2021
Q2 2021
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-4.01K- 2.03% |
N/A
|
194K
$6.33M
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-4.02K- 80.33% |
N/A
|
985
$32.2K
|
|
Jul 27, 2021
Q2 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-4.14K- 4.25% |
N/A
|
93.2K
$3.05M
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.25K- 11.6% |
N/A
|
32.4K
$1.06M
|
|
Jul 28, 2021
Q2 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-4.56K- 79.84% |
N/A
|
1.15K
$37.6K
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.79K- 4.88% |
N/A
|
93.3K
$3.05M
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.15K- 3.5% |
N/A
|
142K
$4.63M
|
|
Aug 16, 2021
Q2 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.18K- 21.83% |
N/A
|
18.5K
$606K
|
|
Aug 13, 2021
Q2 2021
|
Navalign, LLC
|
SELL
|
- |
-5.53KClosed |
N/A
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Cx Institutional
|
SELL
|
- |
-5.6K- 8.24% |
N/A
|
62.3K
$2.04M
|
|
Aug 16, 2021
Q2 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-6.11K- 94.23% |
N/A
|
374
$12.2K
|
|
Aug 10, 2021
Q2 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-6.35K- 3.79% |
N/A
|
161K
$5.27M
|
|
Aug 16, 2021
Q2 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-6.48K- 8.89% |
N/A
|
66.4K
$2.17M
|
|
Aug 12, 2021
Q2 2021
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-6.7KClosed |
N/A
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Rda Financial Network
|
SELL
|
- |
-6.74K- 5.23% |
N/A
|
122K
$3.99M
|
|
Aug 06, 2021
Q2 2021
|
Center For Asset Management LLC
|
SELL
|
- |
-6.74KClosed |
N/A
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-6.84K- 5.86% |
N/A
|
110K
$3.59M
|
|
Aug 03, 2021
Q2 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-7.09KClosed |
N/A
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-7.09K- 46.42% |
N/A
|
8.19K
$268K
|
|
Jul 29, 2021
Q2 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-7.4K- 15.49% |
N/A
|
40.4K
$1.32M
|
|
Aug 04, 2021
Q2 2021
|
Wrapmanager Inc
|
SELL
|
- |
-7.63K- 1.98% |
N/A
|
377K
$12.3M
|
|
Aug 16, 2021
Q2 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-7.63KClosed |
N/A
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Stephens Inc
|
SELL
|
- |
-7.66K- 5.54% |
N/A
|
131K
$4.27M
|
|
Aug 13, 2021
Q2 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-7.75KClosed |
N/A
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-7.83KClosed |
N/A
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-7.97KClosed |
N/A
|
0
$0
|