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 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
268+ 4.15% |
$8.58K - $8.76K
|
6.72K
$220K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
228+ 1.65% |
$7.3K - $7.45K
|
14.1K
$461K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
225+ 1.01% |
$7.2K - $7.35K
|
22.6K
$739K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
201+ 0.38% |
$6.44K - $6.57K
|
52.7K
$1.73M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
181New |
$5.8K - $5.92K
|
181
$5.93K
|
|
|
Jul 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
178New |
$5.7K - $5.82K
|
178
$5.83K
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
175+ 0.7% |
$5.6K - $5.72K
|
25.2K
$824K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
170+ 32.76% |
$5.44K - $5.56K
|
689
$22.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
150+ 2.3% |
$4.8K - $4.9K
|
6.67K
$219K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
150New |
$4.8K - $4.9K
|
150
$4.91K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
128+ 63.37% |
$4.1K - $4.18K
|
330
$10.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
123+ 4.64% |
$3.94K - $4.02K
|
2.77K
$90.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
109+ 0.65% |
$3.49K - $3.56K
|
16.8K
$551K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
100+ 0.19% |
$3.2K - $3.27K
|
52.6K
$1.72M
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
92New |
$2.95K - $3.01K
|
92
$3.01K
|
|
|
Aug 14, 2024
Q2 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
83New |
$2.66K - $2.71K
|
83
$2.72K
|
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
62+ 0.22% |
$1.99K - $2.03K
|
28.2K
$923K
|
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
60+ 0.85% |
$1.92K - $1.96K
|
7.12K
$233K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
40+ 0.03% |
$1.28K - $1.31K
|
115K
$3.78M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
36+ 0.06% |
$1.15K - $1.18K
|
57.9K
$1.9M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
25New |
$801 - $817
|
25
$819
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
19+ 0.01% |
$608 - $621
|
174K
$5.69M
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
18+ 0.13% |
$576 - $588
|
14.2K
$464K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
17+ 0.1% |
$544 - $556
|
17.4K
$569K
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
13+ 0.14% |
$416 - $425
|
9.24K
$303K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
11New |
$352 - $359
|
11
$360
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
10+ 0.06% |
$320 - $327
|
16.1K
$526K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
10+ 1.66% |
$320 - $327
|
612
$20K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
8+ 1.2% |
$256 - $261
|
675
$22.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
7New |
$224 - $229
|
7
$229
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
1New |
$32 - $32.7
|
1
$32.8
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
1New |
$32 - $32.7
|
1
$32.8
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-1- 50.0% |
$32 - $32.7
|
1
$32.8
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-6- 2.97% |
$192 - $196
|
196
$6.42K
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-13- 0.13% |
$416 - $425
|
9.79K
$321K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-38- 0.02% |
$1.22K - $1.24K
|
226K
$7.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-52- 0.24% |
$1.67K - $1.7K
|
21.3K
$699K
|
|
|
Jul 17, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-54- 0.42% |
$1.73K - $1.76K
|
12.7K
$415K
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-54- 2.18% |
$1.73K - $1.76K
|
2.43K
$79.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-93- 0.67% |
$2.98K - $3.04K
|
13.8K
$452K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-103- 7.37% |
$3.3K - $3.37K
|
1.3K
$42.4K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-120- 34.48% |
$3.84K - $3.92K
|
228
$7.47K
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-129- 67.54% |
$4.13K - $4.22K
|
62
$2.03K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-140- 1.48% |
$4.48K - $4.58K
|
9.33K
$306K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-140Closed |
$4.48K - $4.58K
|
0
$0
|
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-166- 2.55% |
$5.32K - $5.42K
|
6.35K
$208K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-182- 16.77% |
$5.83K - $5.95K
|
903
$29.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-195- 80.25% |
$6.24K - $6.37K
|
48
$1.57K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-201- 95.71% |
$6.44K - $6.57K
|
9
$295
|