Purchases and Sales Made in Q3 2021 in Spdr Portfolio Intermediate Te (SPIB)
This table provides information about the institutional ownership of Spdr Portfolio Intermediate Te (SPIB) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.6K+ 32.75% |
$387K - $392K
|
43K
$1.42M
|
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
10.6K+ 17.2% |
$386K - $390K
|
72K
$2.37M
|
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
10.3K+ 6.96% |
$375K - $379K
|
158K
$5.2M
|
|
|
Oct 28, 2021
Q3 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
10.1K+ 24.07% |
$370K - $374K
|
52.2K
$1.72M
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
10.1K+ 23.94% |
$369K - $374K
|
52.4K
$1.73M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10K+ 25.27% |
$366K - $370K
|
49.7K
$1.64M
|
|
|
Nov 12, 2021
Q3 2021
|
Gen Trust, LLC
|
BUY
|
- |
9.64KNew |
$352K - $356K
|
9.64K
$318K
|
|
|
Oct 21, 2021
Q3 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
9.29K+ 17.11% |
$339K - $343K
|
63.6K
$2.1M
|
|
|
May 26, 2023
Q3 2021
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
8.71K+ 4.63% |
$318K - $322K
|
197K
$6.49M
|
|
|
Oct 19, 2021
Q3 2021
|
Dfpg Investments, LLC
|
BUY
|
- |
8.61K+ 45.13% |
$315K - $318K
|
27.7K
$913K
|
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8.45K+ 29.76% |
$309K - $312K
|
36.9K
$1.22M
|
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
8.28K+ 814.55% |
$303K - $306K
|
9.3K
$307K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.25K+ 5.82% |
$301K - $305K
|
150K
$4.95M
|
|
|
Nov 10, 2021
Q3 2021
|
Wrapmanager Inc
|
BUY
|
- |
8.11K+ 2.15% |
$296K - $299K
|
385K
$12.7M
|
|
|
Oct 22, 2021
Q3 2021
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
8.01K+ 3.96% |
$292K - $296K
|
210K
$6.93M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.9K+ 13.58% |
$289K - $292K
|
66.1K
$2.18M
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.3K+ 7.84% |
$266K - $270K
|
100K
$3.31M
|
|
|
Nov 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.16K+ 55.51% |
$261K - $264K
|
20.1K
$661K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.61K+ 4.11% |
$241K - $244K
|
167K
$5.52M
|
|
|
Oct 26, 2021
Q3 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
6.3KNew |
$230K - $233K
|
6.3K
$208K
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.3K+ 2.46% |
$230K - $233K
|
263K
$8.66M
|
|
|
Oct 14, 2021
Q3 2021
|
Appleton Partners Inc
|
BUY
|
- |
6.24K+ 3.99% |
$228K - $231K
|
163K
$5.37M
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
6.14K+ 9.86% |
$224K - $227K
|
68.5K
$2.26M
|
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
6.11K+ 9.21% |
$223K - $226K
|
72.5K
$2.39M
|
|
|
Oct 19, 2021
Q3 2021
|
Pacific Financial Group Inc
|
BUY
|
- |
5.93K+ 8.05% |
$217K - $219K
|
79.6K
$2.62M
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.86K+ 25.46% |
$214K - $217K
|
28.9K
$952K
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
5.65K+ 1.26% |
$206K - $209K
|
454K
$15M
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
5.56KNew |
$203K - $205K
|
5.56K
$183K
|
|
|
Nov 15, 2021
Q3 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
5.38K+ 31.65% |
$197K - $199K
|
22.4K
$738K
|
|
|
Dec 10, 2021
Q3 2021
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
5.1K+ 2.63% |
$186K - $188K
|
199K
$6.55M
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
4.91KNew |
$179K - $181K
|
4.91K
$162K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.8K+ 2.19% |
$175K - $178K
|
224K
$7.39M
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.73KNew |
$173K - $175K
|
4.73K
$156K
|
|
|
Oct 29, 2021
Q3 2021
|
Kingfisher Capital LLC
|
BUY
|
- |
4.59K+ 3.43% |
$168K - $170K
|
138K
$4.56M
|
|
|
Nov 10, 2021
Q3 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
4.52K+ 12.65% |
$165K - $167K
|
40.2K
$1.33M
|
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
4.02K+ 8.37% |
$147K - $149K
|
52.1K
$1.72M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.6K+ 25.46% |
$132K - $133K
|
17.7K
$585K
|
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.57K+ 3.83% |
$130K - $132K
|
96.8K
$3.19M
|
|
|
Nov 12, 2021
Q3 2021
|
Mainstay Capital Management LLC
|
BUY
|
- |
3.54K+ 18.69% |
$129K - $131K
|
22.5K
$741K
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.44K+ 15.13% |
$125K - $127K
|
26.1K
$862K
|
|
|
Nov 15, 2021
Q3 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
3.1K+ 2.56% |
$113K - $115K
|
124K
$4.1M
|
|
|
Oct 26, 2021
Q3 2021
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
2.87K+ 12.85% |
$105K - $106K
|
25.2K
$832K
|
|
|
Nov 03, 2021
Q3 2021
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
2.72K+ 19.38% |
$99.4K - $101K
|
16.8K
$553K
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
2.59K+ 4240.98% |
$94.5K - $95.6K
|
2.65K
$87.3K
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.51K+ 14.93% |
$91.6K - $92.6K
|
19.3K
$636K
|
|
|
Oct 26, 2021
Q3 2021
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2.41K+ 2.76% |
$88.1K - $89.1K
|
89.9K
$2.97M
|
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
2.38KNew |
$87K - $88.1K
|
2.38K
$78.6K
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.12K+ 0.74% |
$77.2K - $78.1K
|
289K
$9.53M
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.02K+ 14.24% |
$73.8K - $74.7K
|
16.2K
$535K
|
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
BUY
|
- |
2.01K+ 88.17% |
$73.5K - $74.4K
|
4.3K
$142K
|