Purchases and Sales Made in Q3 2022 in Spdr Portfolio Intermediate Te (SPIB)
This table provides information about the institutional ownership of Spdr Portfolio Intermediate Te (SPIB) during Q3 2022. 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 07, 2022
Q3 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
36.2K+ 4.91% |
$1.13M - $1.21M
|
775K
$25.4M
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
35.6K+ 5.22% |
$1.11M - $1.19M
|
717K
$23.5M
|
|
|
Oct 19, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
33.7K+ 484.13% |
$1.05M - $1.12M
|
40.7K
$1.33M
|
|
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
32KNew |
$995K - $1.07M
|
32K
$1.05M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
31.5K+ 141.68% |
$980K - $1.05M
|
53.7K
$1.76M
|
|
|
Oct 21, 2022
Q3 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
31K+ 464.07% |
$964K - $1.03M
|
37.7K
$1.23M
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
27.8KNew |
$866K - $929K
|
27.8K
$912K
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
25.6KNew |
$796K - $854K
|
25.6K
$838K
|
|
|
Nov 14, 2022
Q3 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
25KNew |
$778K - $834K
|
25K
$819K
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
24K+ 52.4% |
$746K - $800K
|
69.7K
$2.28M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
20.5K+ 15.38% |
$637K - $684K
|
154K
$5.04M
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
19.9KNew |
$619K - $664K
|
19.9K
$652K
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
18.8K+ 22.56% |
$583K - $626K
|
102K
$3.34M
|
|
|
Nov 10, 2022
Q3 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
17.2K+ 32.54% |
$536K - $575K
|
70.2K
$2.3M
|
|
|
Oct 12, 2022
Q3 2022
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
16.9KNew |
$524K - $562K
|
16.9K
$552K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
16.3KNew |
$508K - $544K
|
16.3K
$534K
|
|
|
Nov 14, 2022
Q3 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
15.7KNew |
$489K - $524K
|
15.7K
$515K
|
|
|
Oct 27, 2022
Q3 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
13.9K+ 22.87% |
$434K - $465K
|
74.9K
$2.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
13.9KNew |
$433K - $464K
|
13.9K
$456K
|
|
|
Nov 09, 2022
Q3 2022
|
Pecaut & Co.
|
BUY
|
- |
13.9K+ 46.12% |
$431K - $463K
|
43.9K
$1.44M
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
13.7KNew |
$427K - $458K
|
13.7K
$450K
|
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
13.6KNew |
$423K - $454K
|
13.6K
$446K
|
|
|
Nov 01, 2022
Q3 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
13.6KNew |
$423K - $454K
|
13.6K
$446K
|
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
12.6KNew |
$392K - $421K
|
12.6K
$413K
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
12.2K+ 90.56% |
$380K - $408K
|
25.7K
$842K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
12K+ 3.06% |
$374K - $401K
|
405K
$13.3M
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
11.2K+ 206.48% |
$348K - $373K
|
16.6K
$544K
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
11KNew |
$342K - $367K
|
11K
$361K
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
10.9K+ 50.31% |
$340K - $365K
|
32.7K
$1.07M
|
|
|
Nov 08, 2022
Q3 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
10.1KNew |
$315K - $338K
|
10.1K
$332K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
9.99K+ 3.25% |
$311K - $333K
|
317K
$10.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
9.95K+ 12.65% |
$310K - $332K
|
88.6K
$2.9M
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
8.92KNew |
$278K - $298K
|
8.92K
$292K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.35K+ 13.23% |
$260K - $279K
|
71.5K
$2.34M
|
|
|
Oct 21, 2022
Q3 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
8.27KNew |
$257K - $276K
|
8.27K
$271K
|
|
|
Oct 25, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
8.27KNew |
$257K - $276K
|
8.27K
$271K
|
|
|
Oct 26, 2022
Q3 2022
|
Tanager Wealth Management LLP
|
BUY
|
- |
8.18KNew |
$254K - $273K
|
8.18K
$268K
|
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.17KNew |
$254K - $273K
|
8.17K
$268K
|
|
|
Oct 28, 2022
Q3 2022
|
Newport Capital Group, LLC
|
BUY
|
- |
8.15K+ 100.0% |
$254K - $272K
|
16.3K
$534K
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.12KNew |
$253K - $271K
|
8.12K
$266K
|
|
|
Nov 10, 2022
Q3 2022
|
Treynor Bancshares, Inc.
|
BUY
|
- |
8K+ 8.28% |
$249K - $267K
|
105K
$3.43M
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.87K+ 2.89% |
$245K - $263K
|
281K
$9.19M
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
BUY
|
- |
7.61KNew |
$237K - $254K
|
7.61K
$249K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.34K+ 26.97% |
$228K - $245K
|
34.6K
$1.13M
|
|
|
Oct 12, 2022
Q3 2022
|
Capital Cs Group, LLC
|
BUY
|
- |
7.2KNew |
$224K - $240K
|
7.2K
$236K
|
|
|
Oct 21, 2022
Q3 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
6.97K+ 23.38% |
$217K - $233K
|
36.8K
$1.2M
|
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
6.58K+ 2.71% |
$205K - $219K
|
249K
$8.15M
|
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
BUY
|
- |
6.57K+ 3.6% |
$204K - $219K
|
189K
$6.19M
|
|
|
Nov 01, 2022
Q3 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
6.42K+ 8.16% |
$200K - $214K
|
85.1K
$2.79M
|
|
|
Nov 03, 2022
Q3 2022
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
5.88K+ 30.53% |
$183K - $196K
|
25.2K
$824K
|