Purchases and Sales Made in Q2 2023 in Spdr Portfolio Intermediate Te (SPIB)
This table provides information about the institutional ownership of Spdr Portfolio Intermediate Te (SPIB) during Q2 2023. 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 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-252- 0.19% |
$8.05K - $8.23K
|
133K
$4.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-259- 1.45% |
$8.28K - $8.46K
|
17.7K
$580K
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-285- 1.05% |
$9.11K - $9.31K
|
26.8K
$881K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-302- 4.69% |
$9.65K - $9.86K
|
6.14K
$202K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-333- 4.06% |
$10.6K - $10.9K
|
7.87K
$258K
|
|
|
Aug 14, 2023
Q2 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-381- 1.3% |
$12.2K - $12.4K
|
28.9K
$949K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-400- 0.58% |
$12.8K - $13.1K
|
68.9K
$2.26M
|
|
|
Jul 28, 2023
Q2 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-443- 1.18% |
$14.2K - $14.5K
|
37K
$1.22M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-525- 0.47% |
$16.8K - $17.1K
|
111K
$3.66M
|
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
SELL
|
- |
-565- 0.83% |
$18.1K - $18.5K
|
67.5K
$2.22M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-600- 3.11% |
$19.2K - $19.6K
|
18.7K
$614K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-608Closed |
$19.4K - $19.9K
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-617- 4.03% |
$19.7K - $20.2K
|
14.7K
$483K
|
|
|
Jul 28, 2023
Q2 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-660- 2.04% |
$21.1K - $21.6K
|
31.7K
$1.04M
|
|
|
Jul 03, 2023
Q2 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-728- 0.27% |
$23.3K - $23.8K
|
266K
$8.73M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-752- 3.08% |
$24K - $24.6K
|
23.7K
$778K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-870- 61.44% |
$27.8K - $28.4K
|
546
$17.9K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-887- 7.37% |
$28.3K - $29K
|
11.1K
$366K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-896- 29.47% |
$28.6K - $29.3K
|
2.14K
$70.5K
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
SELL
|
- |
-1.02K- 4.85% |
$32.4K - $33.1K
|
19.9K
$654K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.07K- 15.39% |
$34K - $34.8K
|
5.86K
$192K
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.08K- 5.11% |
$34.5K - $35.2K
|
20K
$658K
|
|
|
Aug 07, 2023
Q2 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1.08K- 0.17% |
$34.5K - $35.3K
|
652K
$21.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
SELL
|
- |
-1.16K- 0.94% |
$37K - $37.8K
|
122K
$4M
|
|
|
Aug 03, 2023
Q2 2023
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-1.17K- 6.5% |
$37.4K - $38.3K
|
16.9K
$554K
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.17K- 0.15% |
$37.5K - $38.3K
|
799K
$26.3M
|
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1.41K- 14.61% |
$45.1K - $46.1K
|
8.25K
$271K
|
|
|
Jul 13, 2023
Q2 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-1.53K- 0.47% |
$49K - $50.1K
|
328K
$10.8M
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-1.57K- 1.55% |
$50.2K - $51.3K
|
99.5K
$3.27M
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1.64K- 73.32% |
$52.5K - $53.7K
|
598
$19.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.64K- 12.69% |
$52.5K - $53.7K
|
11.3K
$372K
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.65K- 1.32% |
$52.7K - $53.8K
|
123K
$4.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.78K- 10.76% |
$56.8K - $58.1K
|
14.7K
$484K
|
|
|
Jul 11, 2023
Q2 2023
|
Cypress Financial Planning LLC
|
SELL
|
- |
-1.86K- 12.62% |
$59.3K - $60.6K
|
12.9K
$422K
|
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-1.91K- 8.5% |
$61K - $62.4K
|
20.6K
$675K
|
|
|
Jul 24, 2023
Q2 2023
|
Marion Wealth Management
|
SELL
|
- |
-1.95K- 1.75% |
$62.4K - $63.8K
|
109K
$3.59M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.98K- 18.45% |
$63.3K - $64.7K
|
8.76K
$288K
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.06K- 13.71% |
$65.8K - $67.2K
|
12.9K
$426K
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-2.22K- 1.64% |
$70.9K - $72.4K
|
133K
$4.37M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.43K- 24.62% |
$77.7K - $79.4K
|
7.44K
$245K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-2.53K- 40.23% |
$80.7K - $82.5K
|
3.76K
$123K
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2.67K- 32.97% |
$85.4K - $87.3K
|
5.44K
$179K
|
|
|
Aug 03, 2023
Q2 2023
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-2.79K- 1.96% |
$89K - $91K
|
139K
$4.57M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.52K- 33.19% |
$113K - $115K
|
7.09K
$233K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.64K- 6.27% |
$116K - $119K
|
54.4K
$1.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Adams Wealth Management
|
SELL
|
- |
-3.8K- 2.61% |
$121K - $124K
|
142K
$4.66M
|
|
|
Nov 14, 2024
Q2 2023
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-3.86K- 0.73% |
$123K - $126K
|
523K
$17.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-3.9K- 3.17% |
$125K - $127K
|
119K
$3.91M
|
|
|
Aug 01, 2023
Q2 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-4.18K- 52.3% |
$133K - $136K
|
3.81K
$125K
|
|
|
Jul 26, 2023
Q2 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-4.56K- 2.27% |
$146K - $149K
|
196K
$6.44M
|