Purchases and Sales Made in Q3 2021 in Spdr Portfolio Intermediate Te (SPIB)

SPIB Quotes by TradingView

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 21, 2021 Q3 2021
Valtinson Bruner Financial Planning LLC

BUY
 -
1.82K
+ 2.18%
$66.3K - $67.1K
85.2K $2.79M
Nov 10, 2021 Q3 2021
Citigroup Inc

BUY
 -
1.79K
New
$65.3K - $66.1K
1.79K $58.6K
Nov 15, 2021 Q3 2021
Jacobi Capital Management LLC

BUY
 -
1.62K
+ 13.25%
$59.2K - $59.9K
13.9K $454K
Oct 08, 2021 Q3 2021
Probity Advisors, Inc.

Dallas, TX
BUY
 -
1.61K
+ 0.99%
$58.8K - $59.5K
164K $5.36M
Nov 05, 2021 Q3 2021
Baystate Wealth Management LLC

BUY
 -
1.55K
+ 165.07%
$56.6K - $57.3K
2.49K $81.6K
Oct 06, 2021 Q3 2021
Curbstone Financial Management Corp

BUY
 -
1.35K
+ 3.38%
$49.3K - $49.9K
41.3K $1.35M
Nov 12, 2021 Q3 2021
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
1.3K
+ 10.72%
$47.4K - $48K
13.4K $439K
Nov 08, 2021 Q3 2021
Princeton Global Asset Management LLC

BUY
 -
1.16K
+ 2627.27%
$42.2K - $42.7K
1.2K $39.3K
Nov 10, 2021 Q3 2021
Duff & Phelps Investment Management CO

Chicago, IL
BUY
 -
1.12K
+ 0.34%
$40.9K - $41.4K
329K $10.8M
Nov 15, 2021 Q3 2021
Westover Capital Advisors, LLC

Wilmington, DE
BUY
 -
1.05K
+ 0.65%
$38.2K - $38.7K
162K $5.32M
Oct 27, 2021 Q3 2021
Solstein Capital, LLC

Menlo Park, CA
BUY
 -
928
New
$33.9K - $34.3K
928 $30.4K
Oct 12, 2021 Q3 2021
Legacy Private Trust Co.

BUY
 -
867
+ 1.68%
$31.7K - $32K
52.5K $1.72M
Oct 08, 2021 Q3 2021
Creative Financial Designs Inc

BUY
 -
808
+ 13.86%
$29.5K - $29.9K
6.64K $217K
Nov 10, 2021 Q3 2021
Orion Portfolio Solutions, LLC

BUY
 -
766
+ 0.26%
$28K - $28.3K
295K $9.66M
Nov 15, 2021 Q3 2021
Advisor Os, LLC

BUY
 -
674
+ 1.8%
$24.6K - $24.9K
38.2K $1.25M
Mar 22, 2023 Q3 2021
American Portfolios Advisors

Holbrook, NY
BUY
 -
595
+ 16.04%
$21.7K - $22K
4.31K $141K
Nov 16, 2021 Q3 2021
Sadoff Investment Management LLC

BUY
 -
501
+ 8.63%
$18.3K - $18.5K
6.3K $207K
Nov 03, 2021 Q3 2021
Strateg Iq Financial Group, LLC

BUY
 -
493
+ 0.22%
$18K - $18.2K
224K $7.34M
Oct 12, 2021 Q3 2021
Sound Income Strategies, LLC

BUY
 -
487
+ 901.85%
$17.8K - $18K
541 $17.7K
Oct 21, 2021 Q3 2021
Alaska Permanent Capital Management

BUY
 -
483
+ 2.47%
$17.6K - $17.8K
20.1K $657K
Nov 12, 2021 Q3 2021
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
458
New
$16.7K - $16.9K
458 $15K
Nov 15, 2021 Q3 2021
Pacific Center For Financial Services

San Ramon, CA
BUY
 -
425
New
$15.5K - $15.7K
425 $13.9K
Nov 15, 2021 Q3 2021
Prudential Financial Inc

Newark, NJ
BUY
 -
366
+ 1.47%
$13.4K - $13.5K
25.3K $828K
Nov 15, 2021 Q3 2021
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
339
New
$12.4K - $12.5K
339 $11.1K
Nov 15, 2021 Q3 2021
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
330
New
$12.1K - $12.2K
330 $10.8K
Nov 12, 2021 Q3 2021
Mcf Advisors LLC

Covington, KY
BUY
 -
303
+ 0.37%
$11.1K - $11.2K
81.3K $2.66M
Oct 20, 2021 Q3 2021
Pro Vise Management Group, LLC

Clearwater, FL
BUY
 -
295
+ 2.5%
$10.8K - $10.9K
12.1K $396K
Nov 16, 2021 Q3 2021
Mbm Wealth Consultants, LLC

Chesterfield, MO
BUY
 -
280
+ 2.71%
$10.2K - $10.3K
10.6K $348K
Nov 08, 2021 Q3 2021
Charter Oak Capital Management, LLC

BUY
 -
270
+ 46.88%
$9.86K - $9.98K
846 $27.7K
Oct 12, 2021 Q3 2021
Ifg Advisory, LLC

BUY
 -
229
+ 2.22%
$8.36K - $8.46K
10.5K $345K
Nov 02, 2021 Q3 2021
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
211
New
$7.71K - $7.8K
211 $6.91K
Nov 15, 2021 Q3 2021
First Horizon Advisors, Inc.

BUY
 -
181
+ 94.76%
$6.61K - $6.69K
372 $12.2K
Nov 12, 2021 Q3 2021
Scotia Capital Inc.

BUY
 -
168
+ 1.25%
$6.14K - $6.21K
13.6K $446K
Nov 05, 2021 Q3 2021
Lincoln National Corp

BUY
 -
153
+ 1.61%
$5.59K - $5.65K
9.63K $316K
Nov 16, 2021 Q3 2021
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
151
New
$5.51K - $5.58K
151 $4.95K
Nov 12, 2021 Q3 2021
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
145
+ 1.35%
$5.3K - $5.36K
10.9K $358K
Nov 15, 2021 Q3 2021
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
129
New
$4.71K - $4.77K
129 $4.23K
Dec 06, 2021 Q3 2021
Old Second National Bank Of Aurora

BUY
 -
126
+ 3.36%
$4.6K - $4.66K
3.88K $127K
Oct 13, 2021 Q3 2021
Beacon Capital Management, Inc.

BUY
 -
120
New
$4.38K - $4.43K
120 $3.93K
Nov 01, 2021 Q3 2021
High Mark Wealth Management LLC

BUY
 -
103
+ 35.64%
$3.76K - $3.81K
392 $12.8K
Dec 06, 2021 Q3 2021
Fullen Financial Group

BUY
 -
92
+ 0.59%
$3.36K - $3.4K
15.8K $518K
Nov 05, 2021 Q3 2021
Texas Capital Bank Wealth Management Services Inc

BUY
 -
79
+ 0.46%
$2.89K - $2.92K
17.3K $566K
Nov 12, 2021 Q3 2021
Bergan Kdv Wealth Management, LLC

BUY
 -
75
New
$2.74K - $2.77K
75 $2.46K
Oct 29, 2021 Q3 2021
Versant Capital Management, Inc

BUY
 -
59
New
$2.15K - $2.18K
59 $1.93K
Nov 15, 2021 Q3 2021
Belpointe Asset Management LLC

BUY
 -
44
+ 1.02%
$1.61K - $1.63K
4.36K $143K
Oct 29, 2021 Q3 2021
Harvest Investment Services, LLC

BUY
 -
41
+ 0.38%
$1.5K - $1.51K
10.9K $356K
Nov 15, 2021 Q3 2021
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
40
+ 4.81%
$1.46K - $1.48K
871 $28.5K
Oct 27, 2021 Q3 2021
Investors Research Corp

BUY
 -
38
New
$1.39K - $1.4K
38 $1.25K
Oct 22, 2021 Q3 2021
Outlook Wealth Advisors, LLC

BUY
 -
23
+ 0.27%
$840 - $850
8.51K $279K

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