Purchases and Sales Made in Q2 2024 in Spdr Portfolio Intermediate Te (SPIB)
This table provides information about the institutional ownership of Spdr Portfolio Intermediate Te (SPIB) during Q2 2024. 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 14, 2024
Q2 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
14.3K+ 2.44% |
$458K - $467K
|
600K
$19.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
14.2K+ 1.85% |
$454K - $463K
|
781K
$25.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
13.9K+ 226.47% |
$446K - $455K
|
20.1K
$658K
|
|
|
Jul 10, 2024
Q2 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
13.7K+ 1.12% |
$437K - $446K
|
1.23M
$40.4M
|
|
|
Aug 14, 2024
Q2 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
13.3K+ 29.54% |
$426K - $435K
|
58.3K
$1.91M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.2K+ 19.5% |
$424K - $432K
|
81.1K
$2.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
13.1KNew |
$419K - $428K
|
13.1K
$429K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
12.7K+ 4.49% |
$406K - $414K
|
295K
$9.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.1K+ 13.83% |
$386K - $394K
|
99.3K
$3.25M
|
|
|
Aug 01, 2024
Q2 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
11.9K+ 2.69% |
$381K - $389K
|
454K
$14.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
11.8K+ 14.68% |
$379K - $387K
|
92.4K
$3.03M
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
11.7KNew |
$375K - $382K
|
11.7K
$383K
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
BUY
|
- |
11.4K+ 12.61% |
$364K - $372K
|
102K
$3.33M
|
|
|
Jul 15, 2024
Q2 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
10.5K+ 10.03% |
$336K - $343K
|
115K
$3.77M
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
10.3K+ 27.63% |
$330K - $337K
|
47.7K
$1.56M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.3K+ 23.03% |
$330K - $337K
|
55.1K
$1.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
10.2K+ 111.17% |
$328K - $334K
|
19.4K
$636K
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
10.2K+ 18.75% |
$327K - $333K
|
64.6K
$2.12M
|
|
|
Jul 30, 2024
Q2 2024
|
Fortune 45 LLC
|
BUY
|
- |
9.93K+ 3.6% |
$318K - $324K
|
286K
$9.36M
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
9.87K+ 29.49% |
$316K - $323K
|
43.3K
$1.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
9.87KNew |
$316K - $322K
|
9.87K
$323K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
9.33KNew |
$299K - $305K
|
9.33K
$306K
|
|
|
Aug 13, 2024
Q2 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
9.2K+ 9.01% |
$294K - $300K
|
111K
$3.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.83K+ 394.24% |
$283K - $289K
|
11.1K
$363K
|
|
|
Jul 19, 2024
Q2 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
8.83K+ 3.13% |
$283K - $288K
|
291K
$9.52M
|
|
|
Jul 18, 2024
Q2 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
8.78K+ 3.36% |
$281K - $287K
|
270K
$8.84M
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
8.77K+ 15.19% |
$281K - $287K
|
66.5K
$2.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
8.73K+ 4.8% |
$280K - $285K
|
191K
$6.24M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.57K+ 36.8% |
$274K - $280K
|
31.8K
$1.04M
|
|
|
Jul 22, 2024
Q2 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
8.35KNew |
$267K - $273K
|
8.35K
$273K
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
8.25KNew |
$264K - $270K
|
8.25K
$270K
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
8.03K+ 20.75% |
$257K - $262K
|
46.7K
$1.53M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
7.88K+ 1.04% |
$252K - $258K
|
765K
$25.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.82K+ 5.84% |
$251K - $256K
|
142K
$4.64M
|
|
|
Jul 29, 2024
Q2 2024
|
Center For Asset Management LLC
|
BUY
|
- |
7.6K+ 16.11% |
$243K - $248K
|
54.8K
$1.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
7.54KNew |
$241K - $246K
|
7.54K
$247K
|
|
|
Aug 07, 2024
Q2 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
7.5K+ 1.92% |
$240K - $245K
|
397K
$13M
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
7.41K+ 14.65% |
$237K - $242K
|
58K
$1.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
7.39K+ 22.67% |
$236K - $241K
|
40K
$1.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.16K+ 9.69% |
$229K - $234K
|
81K
$2.65M
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
7.1KNew |
$227K - $232K
|
7.1K
$233K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
7.07KNew |
$226K - $231K
|
7.07K
$232K
|
|
|
Aug 14, 2024
Q2 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
7.04K+ 4.45% |
$225K - $230K
|
165K
$5.41M
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
6.97K+ 70.5% |
$223K - $228K
|
16.8K
$552K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
6.86K+ 17.8% |
$220K - $224K
|
45.4K
$1.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.76K+ 1.65% |
$216K - $221K
|
418K
$13.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
6.7K+ 52.32% |
$214K - $219K
|
19.5K
$639K
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
6.62K+ 11.97% |
$212K - $216K
|
62K
$2.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
6.6K+ 3.47% |
$211K - $216K
|
197K
$6.44M
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
6.57K+ 5.29% |
$210K - $215K
|
131K
$4.29M
|