Purchases and Sales Made in Q3 2023 in Spdr Portfolio Intermediate Te (SPIB)
This table provides information about the institutional ownership of Spdr Portfolio Intermediate Te (SPIB) during Q3 2023. 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 08, 2023
Q3 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
11.7M+ 187.96% |
$366M - $376M
|
17.9M
$585M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
5.18M+ 24.4% |
$163M - $167M
|
26.4M
$865M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4.87M+ 2309.92% |
$153M - $157M
|
5.08M
$166M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1M+ 18.83% |
$31.4M - $32.3M
|
6.32M
$207M
|
|
|
Oct 24, 2023
Q3 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
900KNew |
$28.3M - $29M
|
900K
$29.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
855K+ 27.33% |
$26.9M - $27.6M
|
3.98M
$130M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
758K+ 6.76% |
$23.8M - $24.4M
|
12M
$392M
|
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
730KNew |
$22.9M - $23.5M
|
730K
$23.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
517K+ 7.27% |
$16.2M - $16.7M
|
7.62M
$249M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
508K+ 96.11% |
$15.9M - $16.4M
|
1.04M
$33.9M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
319K+ 4.71% |
$10M - $10.3M
|
7.1M
$232M
|
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
298KNew |
$9.34M - $9.6M
|
298K
$9.74M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
288K+ 29.6% |
$9.03M - $9.27M
|
1.26M
$41.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
278K+ 36.95% |
$8.72M - $8.95M
|
1.03M
$33.7M
|
|
|
Oct 13, 2023
Q3 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
275K+ 18.82% |
$8.63M - $8.87M
|
1.74M
$56.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
268KNew |
$8.4M - $8.63M
|
268K
$8.76M
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
221K+ 8.48% |
$6.94M - $7.13M
|
2.83M
$92.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
216K+ 98.23% |
$6.78M - $6.96M
|
435K
$14.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
214K+ 13.99% |
$6.72M - $6.9M
|
1.74M
$57.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
212KNew |
$6.67M - $6.85M
|
212K
$6.95M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
195KNew |
$6.11M - $6.28M
|
195K
$6.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
195KNew |
$6.11M - $6.28M
|
195K
$6.37M
|
|
|
Nov 30, 2023
Q3 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
172KNew |
$5.41M - $5.56M
|
172K
$5.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
167K+ 30.63% |
$5.23M - $5.38M
|
711K
$23.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
148K+ 34.51% |
$4.66M - $4.78M
|
578K
$18.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
148K+ 18.89% |
$4.65M - $4.77M
|
932K
$30.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
117KNew |
$3.66M - $3.76M
|
117K
$3.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
116KNew |
$3.65M - $3.75M
|
116K
$3.81M
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
113K+ 16.57% |
$3.56M - $3.65M
|
797K
$26.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
112KNew |
$3.53M - $3.62M
|
112K
$3.68M
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
110KNew |
$3.46M - $3.55M
|
110K
$3.61M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
108K+ 2.48% |
$3.41M - $3.5M
|
4.47M
$146M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
107K+ 177.59% |
$3.37M - $3.46M
|
168K
$5.49M
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
104KNew |
$3.26M - $3.35M
|
104K
$3.4M
|
|
|
Oct 27, 2023
Q3 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
98.9K+ 15.57% |
$3.1M - $3.19M
|
734K
$24M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
95K+ 11.72% |
$2.98M - $3.06M
|
905K
$29.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
88.5K+ 51.59% |
$2.78M - $2.86M
|
260K
$8.52M
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
80.6K+ 484.29% |
$2.53M - $2.6M
|
97.2K
$3.18M
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
80.5K+ 52.65% |
$2.53M - $2.6M
|
233K
$7.64M
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
75.7KNew |
$2.38M - $2.44M
|
75.7K
$2.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
66.9K+ 272.68% |
$2.1M - $2.16M
|
91.4K
$2.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
65.9K+ 582.24% |
$2.07M - $2.12M
|
77.2K
$2.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
64.5K+ 17.36% |
$2.02M - $2.08M
|
436K
$14.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
62.3KNew |
$1.96M - $2.01M
|
62.3K
$2.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
55.4K+ 5.85% |
$1.74M - $1.79M
|
1M
$32.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
53.9K+ 33.34% |
$1.69M - $1.74M
|
216K
$7.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
52.6K+ 485.46% |
$1.65M - $1.7M
|
63.5K
$2.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
46.7K+ 15.89% |
$1.47M - $1.51M
|
341K
$11.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
44.9K+ 4.83% |
$1.41M - $1.45M
|
976K
$31.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
43.9K+ 265.12% |
$1.38M - $1.41M
|
60.4K
$1.98M
|