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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-680- 1.08% |
$24.8K - $25.1K
|
62.5K
$2.05M
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
SELL
|
- |
-735- 91.88% |
$26.8K - $27.2K
|
65
$2.13K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-744- 2.47% |
$27.2K - $27.5K
|
29.4K
$964K
|
|
Feb 23, 2022
Q3 2021
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-747- 0.58% |
$27.3K - $27.6K
|
128K
$4.19M
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-763- 5.59% |
$27.9K - $28.2K
|
12.9K
$422K
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-775- 9.47% |
$28.3K - $28.6K
|
7.41K
$243K
|
|
Nov 01, 2021
Q3 2021
|
Proffitt & Goodson Inc
|
SELL
|
- |
-823- 0.66% |
$30.1K - $30.4K
|
125K
$4.08M
|
|
Nov 09, 2021
Q3 2021
|
Phillips Financial Management, LLC
|
SELL
|
- |
-852- 6.75% |
$31.1K - $31.5K
|
11.8K
$385K
|
|
Oct 28, 2021
Q3 2021
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-870- 1.6% |
$31.8K - $32.1K
|
53.4K
$1.75M
|
|
Nov 05, 2021
Q3 2021
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-957- 0.83% |
$34.9K - $35.4K
|
115K
$3.76M
|
|
Oct 19, 2021
Q3 2021
|
Blb&B Advisors, LLC
|
SELL
|
- |
-976- 0.85% |
$35.6K - $36.1K
|
113K
$3.71M
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-978- 16.09% |
$35.7K - $36.1K
|
5.1K
$167K
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
SELL
|
- |
-1.03K- 3.13% |
$37.8K - $38.2K
|
32K
$1.05M
|
|
Nov 12, 2021
Q3 2021
|
Peterson Wealth Management
|
SELL
|
- |
-1.07K- 1.32% |
$39.2K - $39.6K
|
80.2K
$2.63M
|
|
Nov 24, 2021
Q3 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1.12K- 96.79% |
$40.7K - $41.2K
|
37
$1.21K
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.16K- 96.33% |
$42.2K - $42.7K
|
44
$1.44K
|
|
Nov 12, 2021
Q3 2021
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-1.3K- 3.15% |
$47.5K - $48.1K
|
40K
$1.31M
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.34KClosed |
$48.8K - $49.4K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.37K- 74.24% |
$49.9K - $50.5K
|
474
$15.5K
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.37K- 74.24% |
$49.9K - $50.5K
|
474
$15.5K
|
|
Nov 08, 2021
Q3 2021
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1.61K- 1.41% |
$58.8K - $59.5K
|
113K
$3.7M
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.69K- 12.85% |
$61.6K - $62.3K
|
11.4K
$375K
|
|
Oct 14, 2021
Q3 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.74K- 23.32% |
$63.5K - $64.3K
|
5.72K
$187K
|
|
Oct 15, 2021
Q3 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.88K- 2.66% |
$68.7K - $69.5K
|
68.9K
$2.26M
|
|
Oct 13, 2021
Q3 2021
|
Flc Capital Advisors
|
SELL
|
- |
-1.93K- 23.95% |
$70.6K - $71.4K
|
6.14K
$201K
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.28K- 10.88% |
$83.2K - $84.2K
|
18.7K
$611K
|
|
Oct 06, 2021
Q3 2021
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-2.38K- 14.35% |
$86.7K - $87.8K
|
14.2K
$464K
|
|
Nov 15, 2021
Q3 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-2.67KClosed |
$97.5K - $98.7K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-3.03K- 24.05% |
$111K - $112K
|
9.56K
$313K
|
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-3.19K- 20.08% |
$116K - $118K
|
12.7K
$415K
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.28K- 5.71% |
$120K - $121K
|
54.1K
$1.77M
|
|
Nov 10, 2021
Q3 2021
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-3.44K- 7.69% |
$126K - $127K
|
41.3K
$1.35M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.63K- 11.12% |
$132K - $134K
|
29K
$949K
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-4.63KClosed |
$169K - $171K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.72K- 33.91% |
$172K - $174K
|
9.2K
$301K
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.07KClosed |
$185K - $187K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-5.25K- 4.77% |
$192K - $194K
|
105K
$3.43M
|
|
Oct 14, 2021
Q3 2021
|
Manning & Napier Group, LLC
|
SELL
|
- |
-5.34K- 2.58% |
$195K - $197K
|
202K
$6.61M
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-5.37KClosed |
$196K - $198K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-5.49KClosed |
$200K - $203K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Bridge Advisory, LLC
|
SELL
|
- |
-5.86KClosed |
$214K - $217K
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
Round Rock Advisors, LLC
|
SELL
|
- |
-6.09KClosed |
$222K - $225K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-6.15KClosed |
$225K - $227K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6.18KClosed |
$226K - $228K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-6.55K- 9.68% |
$239K - $242K
|
61.1K
$2M
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-6.68KClosed |
$244K - $247K
|
0
$0
|
|
Oct 08, 2021
Q3 2021
|
Charles Schwab Trust CO
|
SELL
|
- |
-6.86K- 2.93% |
$251K - $254K
|
227K
$7.44M
|
|
Nov 15, 2021
Q3 2021
|
Townsquare Capital LLC
|
SELL
|
- |
-7.07K- 10.77% |
$258K - $261K
|
58.5K
$1.92M
|
|
Oct 26, 2021
Q3 2021
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-7.56KClosed |
$276K - $279K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-7.57K- 9.59% |
$277K - $280K
|
71.4K
$2.34M
|