Purchases and Sales Made in Q2 2022 in Spdr Portfolio Intermediate Te (SPIB)
This table provides information about the institutional ownership of Spdr Portfolio Intermediate Te (SPIB) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Jul 26, 2022
Q2 2022
|
Community Bank, N.A.
|
BUY
|
- |
23.7K+ 10540.0% |
$760K - $808K
|
23.9K
$784K
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
22.8K+ 56.33% |
$729K - $775K
|
63.1K
$2.07M
|
|
Aug 16, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
22.7K+ 3162.9% |
$726K - $773K
|
23.4K
$766K
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
22.3K+ 92.18% |
$714K - $760K
|
46.5K
$1.52M
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
21.7K+ 1086250.0% |
$696K - $740K
|
21.7K
$711K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
20.9K+ 9.19% |
$671K - $714K
|
249K
$8.14M
|
|
Aug 08, 2022
Q2 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
20.2KNew |
$646K - $687K
|
20.2K
$660K
|
|
Nov 14, 2024
Q2 2022
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
19.6K+ 4.29% |
$628K - $668K
|
476K
$15.6M
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
18.1K+ 6.25% |
$580K - $617K
|
307K
$10.1M
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
16.8K+ 165.85% |
$538K - $573K
|
26.9K
$882K
|
|
Jul 15, 2022
Q2 2022
|
Ignite Planners, LLC
|
BUY
|
- |
16.5KNew |
$529K - $562K
|
16.5K
$540K
|
|
Jul 20, 2022
Q2 2022
|
Cypress Financial Planning LLC
|
BUY
|
- |
16.5KNew |
$528K - $561K
|
16.5K
$539K
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
16.4KNew |
$526K - $560K
|
16.4K
$537K
|
|
Aug 15, 2022
Q2 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
14.6K+ 105.19% |
$469K - $499K
|
28.5K
$934K
|
|
Jul 14, 2022
Q2 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
14K+ 149.3% |
$449K - $478K
|
23.4K
$766K
|
|
Jul 27, 2022
Q2 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
13.5KNew |
$434K - $462K
|
13.5K
$443K
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
13.5KNew |
$433K - $461K
|
13.5K
$443K
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
13.3K+ 49.66% |
$428K - $455K
|
40.2K
$1.32M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
12.8KNew |
$410K - $436K
|
12.8K
$419K
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
11.9K+ 35.09% |
$381K - $405K
|
45.7K
$1.5M
|
|
Jul 27, 2022
Q2 2022
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
11.3K+ 9.72% |
$361K - $385K
|
127K
$4.17M
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11K+ 15.6% |
$353K - $376K
|
81.7K
$2.67M
|
|
Aug 10, 2022
Q2 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
11K+ 41.0% |
$351K - $374K
|
37.7K
$1.23M
|
|
Jul 18, 2022
Q2 2022
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
10.1K+ 54.15% |
$324K - $344K
|
28.8K
$941K
|
|
Aug 15, 2022
Q2 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
10.1K+ 3.57% |
$323K - $343K
|
292K
$9.56M
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.23KNew |
$296K - $315K
|
9.23K
$302K
|
|
Aug 11, 2022
Q2 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
9.15K+ 2.93% |
$293K - $312K
|
322K
$10.5M
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
8.84K+ 11.9% |
$283K - $301K
|
83.1K
$2.72M
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8.81K+ 25.6% |
$282K - $300K
|
43.2K
$1.41M
|
|
Jul 15, 2022
Q2 2022
|
Alaska Permanent Capital Management
|
BUY
|
- |
8.72K+ 35.08% |
$279K - $297K
|
33.6K
$1.1M
|
|
Aug 12, 2022
Q2 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
7.89KNew |
$253K - $269K
|
7.89K
$258K
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
7.77KNew |
$249K - $265K
|
7.77K
$254K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.73K+ 85.95% |
$248K - $263K
|
16.7K
$547K
|
|
Aug 26, 2024
Q2 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
7.69KNew |
$246K - $262K
|
7.69K
$252K
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.58K+ 1.42% |
$243K - $258K
|
541K
$17.7M
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.54KNew |
$241K - $257K
|
7.54K
$247K
|
|
Jul 13, 2022
Q2 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
7K+ 77.58% |
$224K - $239K
|
16K
$524K
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
6.96KNew |
$223K - $237K
|
6.96K
$228K
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
6.8K+ 130.66% |
$218K - $232K
|
12K
$393K
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
6.71KNew |
$215K - $229K
|
6.71K
$220K
|
|
Jul 27, 2022
Q2 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
6.68KNew |
$214K - $228K
|
6.68K
$219K
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
5.75K+ 16.3% |
$184K - $196K
|
41.1K
$1.34M
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.65K+ 15.94% |
$181K - $192K
|
41.1K
$1.34M
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.43K+ 26.28% |
$174K - $185K
|
26.1K
$853K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
5.42KNew |
$174K - $185K
|
5.42K
$177K
|
|
Aug 02, 2022
Q2 2022
|
Treynor Bancshares, Inc.
|
BUY
|
- |
5.07K+ 5.54% |
$162K - $173K
|
96.6K
$3.16M
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.06K+ 59.98% |
$162K - $172K
|
13.5K
$442K
|
|
Jul 15, 2022
Q2 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
4.93KNew |
$158K - $168K
|
4.93K
$161K
|
|
May 09, 2023
Q2 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
4.32K+ 2.07% |
$138K - $147K
|
212K
$6.95M
|
|
Aug 03, 2022
Q2 2022
|
Peterson Wealth Management
|
BUY
|
- |
4.24K+ 7.92% |
$136K - $145K
|
57.8K
$1.89M
|