Purchases and Sales Made in Q4 2021 in Spdr Portfolio Intermediate Te (SPIB)
This table provides information about the institutional ownership of Spdr Portfolio Intermediate Te (SPIB) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
1.16K+ 17.43% |
$41.6K - $42.3K
|
7.79K
$257K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.12K+ 30.3% |
$40.4K - $41.1K
|
4.83K
$159K
|
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.02K+ 33.65% |
$36.8K - $37.4K
|
4.06K
$134K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
931New |
$33.5K - $34.1K
|
931
$30.7K
|
|
|
Jan 18, 2022
Q4 2021
|
Eclectic Associates Inc
|
BUY
|
- |
885+ 13.06% |
$31.8K - $32.4K
|
7.66K
$252K
|
|
|
Feb 04, 2022
Q4 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
865+ 1.62% |
$31.1K - $31.7K
|
54.3K
$1.79M
|
|
|
Feb 07, 2022
Q4 2021
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
840+ 0.26% |
$30.2K - $30.7K
|
330K
$10.9M
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
830+ 0.79% |
$29.9K - $30.4K
|
106K
$3.48M
|
|
|
Feb 09, 2022
Q4 2021
|
Peterson Wealth Management
|
BUY
|
- |
794+ 0.99% |
$28.6K - $29.1K
|
81K
$2.67M
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
775New |
$27.9K - $28.4K
|
775
$25.5K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
768+ 117.97% |
$27.6K - $28.1K
|
1.42K
$46.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
748+ 9.09% |
$26.9K - $27.4K
|
8.97K
$296K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
687New |
$24.7K - $25.1K
|
687
$22.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
638+ 0.28% |
$22.9K - $23.4K
|
226K
$7.46M
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
630New |
$22.7K - $23.1K
|
630
$20.8K
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
600New |
$21.6K - $22K
|
600
$19.8K
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
560+ 58.33% |
$20.1K - $20.5K
|
1.52K
$50.1K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
526New |
$18.9K - $19.3K
|
526
$17.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
520New |
$18.7K - $19K
|
520
$17.1K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
469New |
$16.9K - $17.2K
|
469
$15.5K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
398New |
$14.3K - $14.6K
|
398
$13.1K
|
|
|
Jan 05, 2022
Q4 2021
|
Spence Asset Management
|
BUY
|
- |
362New |
$13K - $13.2K
|
362
$11.9K
|
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
355+ 4.41% |
$12.8K - $13K
|
8.41K
$277K
|
|
|
Jan 19, 2022
Q4 2021
|
Alaska Permanent Capital Management
|
BUY
|
- |
330+ 1.65% |
$11.9K - $12.1K
|
20.4K
$672K
|
|
|
Feb 15, 2022
Q4 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
324+ 3.05% |
$11.7K - $11.9K
|
10.9K
$360K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
318New |
$11.4K - $11.6K
|
318
$10.5K
|
|
|
Jan 19, 2022
Q4 2021
|
Curbstone Financial Management Corp
|
BUY
|
- |
296+ 0.72% |
$10.6K - $10.8K
|
41.6K
$1.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
290New |
$10.4K - $10.6K
|
290
$9.56K
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
287New |
$10.3K - $10.5K
|
287
$9.46K
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
280New |
$10.1K - $10.2K
|
280
$9.23K
|
|
|
Jan 25, 2022
Q4 2021
|
Old Second National Bank Of Aurora
|
BUY
|
- |
266+ 6.86% |
$9.57K - $9.74K
|
4.15K
$137K
|
|
|
Feb 11, 2022
Q4 2021
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
252+ 0.12% |
$9.06K - $9.22K
|
210K
$6.93M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
248+ 0.84% |
$8.92K - $9.08K
|
29.7K
$978K
|
|
|
Mar 14, 2022
Q4 2021
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
217+ 0.12% |
$7.81K - $7.94K
|
175K
$5.76M
|
|
|
Jan 24, 2022
Q4 2021
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
215+ 0.85% |
$7.73K - $7.87K
|
25.4K
$838K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
184+ 49.46% |
$6.62K - $6.73K
|
556
$18.3K
|
|
|
Jan 26, 2022
Q4 2021
|
New Square Capital LLC
|
BUY
|
- |
165New |
$5.94K - $6.04K
|
165
$5.44K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
145+ 5.83% |
$5.22K - $5.31K
|
2.63K
$86.8K
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
131+ 10.89% |
$4.71K - $4.79K
|
1.33K
$44K
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
127New |
$4.57K - $4.65K
|
127
$4.18K
|
|
|
Feb 09, 2022
Q4 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
106+ 32.32% |
$3.81K - $3.88K
|
434
$14.3K
|
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
105+ 0.87% |
$3.78K - $3.84K
|
12.2K
$402K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100New |
$3.6K - $3.66K
|
100
$3.3K
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
95New |
$3.42K - $3.48K
|
95
$3.13K
|
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
94New |
$3.38K - $3.44K
|
94
$3.1K
|
|
|
Jan 20, 2022
Q4 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
70+ 17.86% |
$2.52K - $2.56K
|
462
$15.2K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
61+ 0.19% |
$2.19K - $2.23K
|
32K
$1.05M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
55+ 50.93% |
$1.98K - $2.01K
|
163
$5.37K
|
|
|
Jan 27, 2022
Q4 2021
|
Fullen Financial Group
|
BUY
|
- |
37+ 0.23% |
$1.33K - $1.35K
|
15.8K
$522K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
31New |
$1.12K - $1.13K
|
31
$1.02K
|