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 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-183- 13.65% |
$5.69K - $6.11K
|
1.16K
$37.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-183- 90.15% |
$5.69K - $6.11K
|
20
$655
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-190- 77.55% |
$5.91K - $6.34K
|
55
$1.8K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-220Closed |
$6.84K - $7.34K
|
0
$0
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-221- 2.49% |
$6.88K - $7.37K
|
8.65K
$283K
|
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-227- 2.82% |
$7.06K - $7.57K
|
7.82K
$256K
|
|
|
Nov 09, 2022
Q3 2022
|
Archer Investment Corp
|
SELL
|
- |
-242- 3.62% |
$7.53K - $8.08K
|
6.45K
$211K
|
|
|
Nov 14, 2022
Q3 2022
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-247- 0.15% |
$7.68K - $8.24K
|
169K
$5.53M
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-277- 39.29% |
$8.62K - $9.24K
|
428
$14K
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-291- 1.35% |
$9.05K - $9.71K
|
21.2K
$695K
|
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-410- 5.61% |
$12.8K - $13.7K
|
6.9K
$226K
|
|
|
Nov 23, 2022
Q3 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-414- 1.87% |
$12.9K - $13.8K
|
21.7K
$711K
|
|
|
Oct 11, 2022
Q3 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-428- 3.23% |
$13.3K - $14.3K
|
12.8K
$420K
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-454- 5.04% |
$14.1K - $15.1K
|
8.56K
$280K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
SELL
|
- |
-455- 0.54% |
$14.2K - $15.2K
|
83.7K
$2.74M
|
|
|
Nov 14, 2022
Q3 2022
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-485- 0.39% |
$15.1K - $16.2K
|
125K
$4.1M
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-488- 5.73% |
$15.2K - $16.3K
|
8.03K
$263K
|
|
|
Nov 01, 2022
Q3 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-527- 1.99% |
$16.4K - $17.6K
|
26K
$851K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-530- 8.28% |
$16.5K - $17.7K
|
5.87K
$192K
|
|
|
Nov 08, 2022
Q3 2022
|
Nbt Bank N A
|
SELL
|
- |
-535- 2.73% |
$16.6K - $17.9K
|
19.1K
$625K
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-539- 1.78% |
$16.8K - $18K
|
29.8K
$975K
|
|
|
Nov 09, 2022
Q3 2022
|
Compass Financial Advisors LLC
|
SELL
|
- |
-575- 4.06% |
$17.9K - $19.2K
|
13.6K
$446K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-585- 16.46% |
$18.2K - $19.5K
|
2.97K
$97.2K
|
|
|
Nov 09, 2022
Q3 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-831- 0.93% |
$25.9K - $27.7K
|
88.6K
$2.9M
|
|
|
Nov 01, 2022
Q3 2022
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-837- 0.26% |
$26K - $27.9K
|
320K
$10.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-900- 45.66% |
$28K - $30K
|
1.07K
$35.1K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-918- 1.48% |
$28.6K - $30.6K
|
61.1K
$2M
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-949- 7.96% |
$29.5K - $31.7K
|
11K
$359K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-954- 1.72% |
$29.7K - $31.8K
|
54.6K
$1.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1K- 0.61% |
$31.1K - $33.4K
|
162K
$5.3M
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
SELL
|
- |
-1.04K- 43.25% |
$32.5K - $34.8K
|
1.37K
$44.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Fullen Financial Group
|
SELL
|
- |
-1.07K- 6.9% |
$33.3K - $35.8K
|
14.5K
$474K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.13K- 2.73% |
$35.3K - $37.8K
|
40.4K
$1.32M
|
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.17K- 13.37% |
$36.3K - $38.9K
|
7.55K
$247K
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.24K- 72.38% |
$38.6K - $41.4K
|
474
$15.5K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.24K- 72.38% |
$38.6K - $41.4K
|
474
$15.5K
|
|
|
Oct 26, 2022
Q3 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.3K- 6.4% |
$40.4K - $43.3K
|
19K
$622K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.3K- 14.11% |
$40.5K - $43.5K
|
7.93K
$260K
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.39K- 13.97% |
$43.4K - $46.5K
|
8.58K
$281K
|
|
|
Nov 08, 2022
Q3 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-1.42K- 3.01% |
$44.1K - $47.3K
|
45.7K
$1.5M
|
|
|
Oct 21, 2022
Q3 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-1.42K- 0.85% |
$44.3K - $47.5K
|
166K
$5.43M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-1.59K- 55.95% |
$49.4K - $53K
|
1.25K
$41K
|
|
|
Nov 08, 2022
Q3 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.59K- 1.96% |
$49.6K - $53.2K
|
79.8K
$2.61M
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.6K- 6.26% |
$49.6K - $53.2K
|
23.9K
$782K
|
|
|
Nov 14, 2022
Q3 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-1.88K- 5.21% |
$58.5K - $62.7K
|
34.2K
$1.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.97K- 7.99% |
$61.2K - $65.6K
|
22.6K
$742K
|
|
|
Oct 13, 2022
Q3 2022
|
Peterson Wealth Management
|
SELL
|
- |
-2K- 3.45% |
$62.1K - $66.6K
|
55.8K
$1.83M
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-2.12K- 64.54% |
$65.9K - $70.6K
|
1.16K
$38.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.25K- 5.47% |
$69.9K - $74.9K
|
38.8K
$1.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-2.32K- 17.63% |
$72.3K - $77.5K
|
10.9K
$356K
|