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 |
|---|---|---|---|---|---|---|---|
|
Aug 28, 2024
Q3 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-6.74K- 8.63% |
$212K - $217K
|
71.3K
$2.33M
|
|
|
Nov 09, 2023
Q3 2023
|
Adams Wealth Management
|
SELL
|
- |
-7.03K- 4.96% |
$221K - $227K
|
135K
$4.41M
|
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-7.47K- 4.42% |
$235K - $241K
|
162K
$5.29M
|
|
|
Nov 03, 2023
Q3 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-7.69K- 1.18% |
$241K - $248K
|
645K
$21.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-8.33K- 15.32% |
$262K - $269K
|
46.1K
$1.51M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-8.58KClosed |
$269K - $277K
|
0
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-8.82K- 7.7% |
$277K - $284K
|
106K
$3.46M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-8.87K- 24.62% |
$279K - $286K
|
27.2K
$889K
|
|
|
Nov 13, 2023
Q3 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-9.1K- 6.75% |
$286K - $293K
|
126K
$4.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-9.1K- 6.75% |
$286K - $293K
|
126K
$4.11M
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-9.68K- 46.68% |
$304K - $312K
|
11.1K
$362K
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-12K- 44.21% |
$377K - $387K
|
15.1K
$495K
|
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-13.2K- 9.94% |
$415K - $427K
|
120K
$3.92M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-13.8K- 14.94% |
$433K - $445K
|
78.6K
$2.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-13.9K- 43.17% |
$438K - $449K
|
18.3K
$600K
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-14.5K- 23.08% |
$455K - $468K
|
48.3K
$1.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Allianz Investment Management U.S. LLC
Minneapolis, MN |
SELL
|
- |
-15K- 3.56% |
$471K - $484K
|
407K
$13.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-15.1K- 39.05% |
$473K - $486K
|
23.5K
$769K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-15.4K- 32.42% |
$484K - $497K
|
32.1K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-17.2K- 4.35% |
$539K - $554K
|
378K
$12.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-19.7K- 13.36% |
$618K - $635K
|
128K
$4.18M
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-20.8K- 9.43% |
$653K - $671K
|
200K
$6.54M
|
|
|
Oct 24, 2023
Q3 2023
|
Capital Advisors Inc
|
SELL
|
- |
-21K- 2.01% |
$658K - $676K
|
1.02M
$33.4M
|
|
|
Oct 18, 2023
Q3 2023
|
Marion Wealth Management
|
SELL
|
- |
-21.2K- 19.43% |
$667K - $685K
|
88.1K
$2.88M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-24.2K- 54.52% |
$761K - $781K
|
20.2K
$662K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-29.5K- 36.48% |
$926K - $951K
|
51.3K
$1.68M
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
SELL
|
- |
-31.7K- 25.02% |
$994K - $1.02M
|
94.9K
$3.11M
|
|
|
Nov 09, 2023
Q3 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-31.8K- 24.98% |
$1M - $1.03M
|
95.6K
$3.13M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-37.8K- 42.43% |
$1.19M - $1.22M
|
51.3K
$1.68M
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-37.8K- 30.79% |
$1.19M - $1.22M
|
85K
$2.78M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-43.8K- 41.39% |
$1.37M - $1.41M
|
62K
$2.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-49.9K- 37.47% |
$1.57M - $1.61M
|
83.2K
$2.72M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-53.6K- 36.42% |
$1.68M - $1.73M
|
93.5K
$3.06M
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-64K- 61.19% |
$2.01M - $2.06M
|
40.6K
$1.33M
|
|
|
Oct 05, 2023
Q3 2023
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-70K- 23.77% |
$2.2M - $2.26M
|
224K
$7.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-112K- 68.8% |
$3.51M - $3.61M
|
50.7K
$1.66M
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-142K- 90.05% |
$4.47M - $4.59M
|
15.7K
$515K
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-163K- 19.4% |
$5.13M - $5.27M
|
679K
$22.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-193K- 75.1% |
$6.06M - $6.22M
|
63.9K
$2.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-216K- 76.21% |
$6.77M - $6.96M
|
67.3K
$2.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-277K- 32.76% |
$8.7M - $8.94M
|
569K
$18.6M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-301K- 35.88% |
$9.45M - $9.7M
|
538K
$17.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-320K- 72.61% |
$10.1M - $10.3M
|
121K
$3.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-358K- 87.05% |
$11.2M - $11.5M
|
53.3K
$1.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-370K- 42.25% |
$11.6M - $11.9M
|
506K
$16.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-522K- 92.82% |
$16.4M - $16.8M
|
40.4K
$1.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-550K- 85.87% |
$17.3M - $17.7M
|
90.5K
$2.96M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-607K- 26.24% |
$19M - $19.6M
|
1.71M
$55.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.72M- 59.22% |
$54M - $55.4M
|
1.18M
$38.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-5.73MClosed |
$180M - $185M
|
0
$0
|