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 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.88K- 12.8% |
$156K - $159K
|
33.2K
$1.09M
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
SELL
|
- |
-4.99K- 9.47% |
$159K - $163K
|
47.7K
$1.57M
|
|
|
Jul 20, 2023
Q2 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-5.22K- 32.03% |
$167K - $170K
|
11.1K
$365K
|
|
|
Jul 11, 2023
Q2 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-5.28K- 20.88% |
$169K - $172K
|
20K
$659K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-5.29K- 7.1% |
$169K - $173K
|
69.2K
$2.28M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-5.56K- 1.48% |
$178K - $182K
|
369K
$12.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-6.48K- 15.73% |
$207K - $212K
|
34.7K
$1.14M
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-6.67K- 8.33% |
$213K - $218K
|
73.5K
$2.42M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-7.01K- 0.75% |
$224K - $229K
|
931K
$30.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-7.77K- 24.91% |
$248K - $254K
|
23.4K
$772K
|
|
|
Jul 12, 2023
Q2 2023
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-7.87K- 17.35% |
$251K - $257K
|
37.5K
$1.24M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-8.36K- 20.9% |
$267K - $273K
|
31.6K
$1.04M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-8.36K- 12.16% |
$267K - $273K
|
60.4K
$1.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-8.91K- 26.92% |
$285K - $291K
|
24.2K
$797K
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-8.99K- 8.4% |
$287K - $294K
|
98K
$3.23M
|
|
|
Jul 14, 2023
Q2 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-10.5K- 8.69% |
$337K - $344K
|
111K
$3.65M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-11.5K- 7.26% |
$368K - $376K
|
147K
$4.85M
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-11.5K- 13.23% |
$369K - $377K
|
75.7K
$2.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-12.4K- 40.03% |
$397K - $406K
|
18.6K
$613K
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-12.6K- 21.15% |
$402K - $411K
|
46.9K
$1.55M
|
|
|
Jul 21, 2023
Q2 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-13.2K- 7.26% |
$423K - $432K
|
169K
$5.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-13.3K- 1.49% |
$425K - $434K
|
878K
$28.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-13.7K- 88.3% |
$436K - $446K
|
1.81K
$59.6K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-13.9K- 11.63% |
$445K - $455K
|
106K
$3.48M
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
SELL
|
- |
-14.6K- 1.39% |
$467K - $478K
|
1.04M
$34.3M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-14.9K- 5.34% |
$475K - $485K
|
263K
$8.68M
|
|
|
Jul 24, 2023
Q2 2023
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-16.5K- 34.72% |
$528K - $540K
|
31.1K
$1.02M
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-17.1K- 21.35% |
$545K - $557K
|
62.8K
$2.07M
|
|
|
Aug 28, 2024
Q2 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-17.4K- 18.24% |
$556K - $569K
|
78.1K
$2.57M
|
|
|
Jul 20, 2023
Q2 2023
|
Bck Partners, Inc.
|
SELL
|
- |
-17.8K- 45.04% |
$569K - $581K
|
21.7K
$716K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-18.7K- 4.53% |
$599K - $612K
|
395K
$13M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-19.1K- 34.61% |
$609K - $623K
|
36K
$1.19M
|
|
|
Jul 13, 2023
Q2 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-21K- 27.06% |
$672K - $687K
|
56.7K
$1.87M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-22K- 7.21% |
$703K - $719K
|
283K
$9.32M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-22.1K- 7.84% |
$707K - $723K
|
260K
$8.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-22.6K- 19.19% |
$722K - $738K
|
95.2K
$3.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-23K- 68.0% |
$736K - $752K
|
10.8K
$357K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-25.2K- 69.53% |
$806K - $824K
|
11.1K
$364K
|
|
|
Aug 08, 2023
Q2 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-25.7K- 16.76% |
$820K - $838K
|
127K
$4.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-26.5K- 5.68% |
$848K - $867K
|
441K
$14.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-27.6K- 35.87% |
$880K - $900K
|
49.3K
$1.62M
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-29.7K- 11.88% |
$950K - $971K
|
221K
$7.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-30.7K- 16.46% |
$981K - $1M
|
156K
$5.14M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-35.9K- 66.9% |
$1.15M - $1.17M
|
17.8K
$586K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-37.7K- 9.78% |
$1.21M - $1.23M
|
348K
$11.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-38.4K- 26.85% |
$1.23M - $1.25M
|
105K
$3.45M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-38.5K- 34.88% |
$1.23M - $1.26M
|
71.9K
$2.37M
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-46.3K- 32.54% |
$1.48M - $1.51M
|
96K
$3.16M
|
|
|
Jul 13, 2023
Q2 2023
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-46.3K- 14.73% |
$1.48M - $1.51M
|
268K
$8.83M
|
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-54.4K- 21.86% |
$1.74M - $1.78M
|
194K
$6.41M
|