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 |
---|---|---|---|---|---|---|---|
Oct 11, 2022
Q3 2022
|
Rda Financial Network
|
BUY
|
- |
346+ 0.27% |
$10.8K - $11.5K
|
127K
$4.15M
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
327+ 0.17% |
$10.2K - $10.9K
|
189K
$6.19M
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
300+ 30000.0% |
$9.33K - $10K
|
301
$9.86K
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
238+ 0.39% |
$7.4K - $7.94K
|
61.2K
$2.01M
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
218+ 4.98% |
$6.78K - $7.27K
|
4.6K
$151K
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
199+ 432.61% |
$6.19K - $6.64K
|
245
$8.03K
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
162+ 578.57% |
$5.04K - $5.41K
|
190
$6.22K
|
|
Oct 18, 2022
Q3 2022
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
159+ 0.12% |
$4.95K - $5.31K
|
128K
$4.18M
|
|
Nov 14, 2022
Q3 2022
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
153+ 2.46% |
$4.76K - $5.11K
|
6.38K
$209K
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
149+ 1.87% |
$4.64K - $4.97K
|
8.12K
$266K
|
|
Oct 27, 2022
Q3 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
149New |
$4.64K - $4.97K
|
149
$4.88K
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
135+ 482.14% |
$4.2K - $4.5K
|
163
$5.34K
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
132New |
$4.11K - $4.4K
|
132
$4.32K
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
108+ 58.06% |
$3.36K - $3.6K
|
294
$9.63K
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
102New |
$3.17K - $3.4K
|
102
$3.34K
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100+ 101.01% |
$3.11K - $3.34K
|
199
$6.52K
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
89+ 0.57% |
$2.77K - $2.97K
|
15.7K
$513K
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
73New |
$2.27K - $2.44K
|
73
$2.39K
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
70+ 538.46% |
$2.18K - $2.34K
|
83
$2.72K
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
56+ 9.08% |
$1.74K - $1.87K
|
673
$22K
|
|
Oct 14, 2022
Q3 2022
|
Melone Private Wealth, LLC
|
BUY
|
- |
53+ 0.31% |
$1.65K - $1.77K
|
17.2K
$565K
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
BUY
|
- |
42+ 0.52% |
$1.31K - $1.4K
|
8.16K
$267K
|
|
Oct 28, 2022
Q3 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
36+ 12.86% |
$1.12K - $1.2K
|
316
$10.4K
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
13+ 20.0% |
$404 - $434
|
78
$2.56K
|
|
Nov 09, 2022
Q3 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
9New |
$280 - $300
|
9
$295
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
6+ 0.52% |
$187 - $200
|
1.15K
$37.7K
|
|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
5+ 0.03% |
$156 - $167
|
16K
$525K
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
4+ 0.48% |
$124 - $133
|
843
$27.6K
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$31.1 - $33.4
|
13.1K
$429K
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-5- 0.07% |
$156 - $167
|
6.71K
$220K
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-7- 0.09% |
$218 - $234
|
8.09K
$265K
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-9- 0.05% |
$280 - $300
|
17.9K
$586K
|
|
Nov 15, 2022
Q3 2022
|
Mainstay Capital Management LLC
|
SELL
|
- |
-10- 0.09% |
$311 - $334
|
11.2K
$368K
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-33- 11.54% |
$1.03K - $1.1K
|
253
$8.29K
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-50- 1.22% |
$1.56K - $1.67K
|
4.04K
$132K
|
|
Aug 26, 2024
Q3 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-52- 0.68% |
$1.62K - $1.74K
|
7.64K
$250K
|
|
Oct 17, 2022
Q3 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-52- 0.62% |
$1.62K - $1.74K
|
8.31K
$272K
|
|
Oct 17, 2022
Q3 2022
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-53- 10.06% |
$1.65K - $1.77K
|
474
$15.5K
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
SELL
|
- |
-75- 0.31% |
$2.33K - $2.5K
|
23.9K
$782K
|
|
Dec 19, 2024
Q3 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-106Closed |
$3.3K - $3.54K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-116- 0.33% |
$3.61K - $3.87K
|
34.6K
$1.13M
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-123- 0.6% |
$3.83K - $4.1K
|
20.4K
$669K
|
|
Oct 13, 2022
Q3 2022
|
Cypress Financial Planning LLC
|
SELL
|
- |
-126- 0.76% |
$3.92K - $4.2K
|
16.3K
$536K
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-142- 1.88% |
$4.42K - $4.74K
|
7.4K
$242K
|
|
Oct 18, 2022
Q3 2022
|
Manning & Napier Group, LLC
|
SELL
|
- |
-152- 0.07% |
$4.73K - $5.07K
|
207K
$6.79M
|
|
Oct 26, 2022
Q3 2022
|
Peak Financial Advisors LLC
|
SELL
|
- |
-165- 1.59% |
$5.13K - $5.51K
|
10.2K
$335K
|
|
Nov 09, 2022
Q3 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-171- 1.4% |
$5.32K - $5.71K
|
12K
$394K
|
|
Nov 03, 2022
Q3 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-179- 2.43% |
$5.57K - $5.97K
|
7.18K
$235K
|