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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
29+ 44.62% |
$1.04K - $1.06K
|
94
$3.09K
|
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
26+ 0.05% |
$935 - $952
|
52.1K
$1.71M
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
17+ 0.12% |
$611 - $622
|
13.9K
$456K
|
|
|
Jan 28, 2022
Q4 2021
|
Wbi Investments, Inc.
|
BUY
|
- |
16+ 0.19% |
$576 - $586
|
8.56K
$281K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
15New |
$540 - $549
|
15
$493
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
14+ 0.13% |
$504 - $512
|
10.6K
$347K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
13New |
$468 - $476
|
13
$427
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
10New |
$360 - $366
|
10
$329
|
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
8+ 36.36% |
$288 - $293
|
30
$986
|
|
|
Feb 14, 2022
Q4 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
8+ 0.07% |
$288 - $293
|
10.9K
$359K
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
7New |
$252 - $256
|
7
$230
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
4+ 0.22% |
$144 - $146
|
1.79K
$58.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.78% |
$36 - $36.6
|
130
$4.27K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-4- 0.04% |
$144 - $146
|
8.99K
$295K
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-5- 0.17% |
$180 - $183
|
2.86K
$93.8K
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-5- 3.82% |
$180 - $183
|
126
$4.14K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
SELL
|
- |
-5Closed |
$180 - $183
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-8Closed |
$288 - $293
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-13Closed |
$468 - $476
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-15- 3.21% |
$540 - $549
|
452
$14.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-18- 3.42% |
$647 - $659
|
509
$16.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-23- 0.85% |
$827 - $842
|
2.67K
$87.8K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-34- 1.28% |
$1.22K - $1.24K
|
2.61K
$85.9K
|
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-37Closed |
$1.33K - $1.35K
|
0
$0
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-45- 0.35% |
$1.62K - $1.65K
|
12.6K
$415K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-49- 0.54% |
$1.76K - $1.79K
|
9K
$296K
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-61- 81.33% |
$2.19K - $2.23K
|
14
$460
|
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-72- 0.85% |
$2.59K - $2.64K
|
8.44K
$277K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-76- 1.61% |
$2.73K - $2.78K
|
4.66K
$153K
|
|
|
Feb 07, 2022
Q4 2021
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-78- 0.45% |
$2.81K - $2.85K
|
17.2K
$565K
|
|
|
Jan 14, 2022
Q4 2021
|
Strategy Asset Managers LLC
|
SELL
|
- |
-80- 0.35% |
$2.88K - $2.93K
|
22.5K
$740K
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-83Closed |
$2.99K - $3.04K
|
0
$0
|
|
|
Jan 04, 2022
Q4 2021
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-120Closed |
$4.32K - $4.39K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-151Closed |
$5.43K - $5.53K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-157- 3.17% |
$5.65K - $5.75K
|
4.79K
$157K
|
|
|
Jan 21, 2022
Q4 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-175- 3.02% |
$6.29K - $6.41K
|
5.61K
$184K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-237- 0.37% |
$8.52K - $8.67K
|
63.3K
$2.08M
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-270- 31.91% |
$9.71K - $9.88K
|
576
$18.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-275Closed |
$9.89K - $10.1K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-287- 0.38% |
$10.3K - $10.5K
|
75.6K
$2.49M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-325Closed |
$11.7K - $11.9K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-326- 0.48% |
$11.7K - $11.9K
|
68.1K
$2.24M
|
|
|
Jan 31, 2022
Q4 2021
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-339- 1.51% |
$12.2K - $12.4K
|
22.1K
$725K
|
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-374Closed |
$13.5K - $13.7K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-400- 4.85% |
$14.4K - $14.6K
|
7.85K
$258K
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-402- 3.52% |
$14.5K - $14.7K
|
11K
$362K
|
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-425Closed |
$15.3K - $15.6K
|
0
$0
|