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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-8.34K- 4.23% |
$267K - $284K
|
189K
$6.18M
|
|
|
Jul 25, 2022
Q2 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-8.35KClosed |
$267K - $284K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-8.38K- 17.66% |
$268K - $285K
|
39.1K
$1.28M
|
|
|
Jul 25, 2022
Q2 2022
|
Godsey & Gibb Associates
|
SELL
|
- |
-8.49KClosed |
$272K - $289K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-9.28K- 41.2% |
$297K - $316K
|
13.2K
$433K
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.57K- 11.25% |
$307K - $326K
|
75.5K
$2.47M
|
|
|
Aug 15, 2022
Q2 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-9.91KClosed |
$317K - $338K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-9.98K- 7.36% |
$320K - $340K
|
126K
$4.11M
|
|
|
Jul 27, 2022
Q2 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-10.1K- 5.1% |
$325K - $346K
|
189K
$6.17M
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-10.2K- 18.37% |
$327K - $348K
|
45.3K
$1.48M
|
|
|
Oct 02, 2024
Q2 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-10.5KClosed |
$335K - $356K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-11.9K- 1.7% |
$381K - $405K
|
686K
$22.5M
|
|
|
Jul 13, 2022
Q2 2022
|
Rockland Trust CO
|
SELL
|
- |
-12.2K- 64.36% |
$390K - $415K
|
6.74K
$221K
|
|
|
Jul 28, 2022
Q2 2022
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-12.2K- 22.1% |
$391K - $416K
|
43K
$1.41M
|
|
|
Aug 15, 2022
Q2 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-12.7KClosed |
$407K - $433K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-12.7K- 13.93% |
$408K - $434K
|
78.7K
$2.58M
|
|
|
Jul 11, 2022
Q2 2022
|
Stewardship Advisors, LLC
|
SELL
|
- |
-12.9K- 4.42% |
$412K - $438K
|
278K
$9.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-13KClosed |
$417K - $444K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-14KClosed |
$448K - $477K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-14.4K- 39.35% |
$460K - $489K
|
22.1K
$724K
|
|
|
Aug 12, 2022
Q2 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-14.5K- 28.72% |
$466K - $496K
|
36.1K
$1.18M
|
|
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-14.9K- 63.88% |
$479K - $509K
|
8.45K
$277K
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-15.1KClosed |
$483K - $514K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Pecaut & Co.
|
SELL
|
- |
-16K- 34.77% |
$513K - $546K
|
30.1K
$984K
|
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-16.8K- 14.5% |
$538K - $573K
|
99.1K
$3.24M
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-16.8K- 12.83% |
$539K - $573K
|
114K
$3.74M
|
|
|
Jul 07, 2022
Q2 2022
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-16.9K- 1.76% |
$540K - $575K
|
942K
$30.8M
|
|
|
Jul 19, 2022
Q2 2022
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-17K- 5.03% |
$544K - $579K
|
321K
$10.5M
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-17.2K- 15.7% |
$551K - $586K
|
92.4K
$3.02M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-17.4K- 3.6% |
$557K - $593K
|
466K
$15.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-17.6K- 34.93% |
$564K - $600K
|
32.8K
$1.07M
|
|
|
Aug 05, 2022
Q2 2022
|
Wrapmanager Inc
|
SELL
|
- |
-17.6K- 4.61% |
$564K - $600K
|
364K
$11.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-18.4K- 56.09% |
$588K - $626K
|
14.4K
$471K
|
|
|
Jul 07, 2022
Q2 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-21K- 74.7% |
$673K - $716K
|
7.12K
$233K
|
|
|
Aug 12, 2022
Q2 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-21.1K- 56.01% |
$676K - $720K
|
16.6K
$543K
|
|
|
Aug 11, 2022
Q2 2022
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
SELL
|
- |
-21.7KClosed |
$695K - $740K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-23.7K- 7.99% |
$759K - $807K
|
273K
$8.92M
|
|
|
Jul 20, 2022
Q2 2022
|
Adams Wealth Management
|
SELL
|
- |
-24.3K- 5.47% |
$778K - $828K
|
420K
$13.7M
|
|
|
Aug 04, 2022
Q2 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-25.1K- 59.59% |
$804K - $855K
|
17K
$557K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-28.2K- 12.84% |
$902K - $960K
|
191K
$6.26M
|
|
|
Aug 12, 2022
Q2 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-28.9K- 19.57% |
$925K - $984K
|
119K
$3.89M
|
|
|
Aug 09, 2022
Q2 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-29K- 11.59% |
$928K - $988K
|
221K
$7.24M
|
|
|
Aug 16, 2022
Q2 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-30.9K- 24.8% |
$990K - $1.05M
|
93.8K
$3.07M
|
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-31.8KClosed |
$1.02M - $1.08M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Eastern Bank
|
SELL
|
- |
-36.8K- 2.61% |
$1.18M - $1.25M
|
1.37M
$44.9M
|
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-37.1K- 15.91% |
$1.19M - $1.27M
|
196K
$6.43M
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-38.8K- 3.22% |
$1.24M - $1.32M
|
1.16M
$38.1M
|
|
|
Jul 27, 2022
Q2 2022
|
Fortune 45 LLC
|
SELL
|
- |
-39.8K- 63.26% |
$1.27M - $1.36M
|
23.1K
$756K
|
|
|
Aug 15, 2022
Q2 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-42.5K- 3.27% |
$1.36M - $1.45M
|
1.26M
$41.1M
|
|
|
Aug 11, 2022
Q2 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-46.4K- 84.23% |
$1.49M - $1.58M
|
8.7K
$285K
|