Purchases and Sales Made in Q4 2022 in Spdr Portfolio Intermediate Te (SPIB)
This table provides information about the institutional ownership of Spdr Portfolio Intermediate Te (SPIB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
88.5K+ 23.97% |
$2.72M - $2.86M
|
458K
$15.2M
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
82K+ 43.38% |
$2.52M - $2.65M
|
271K
$8.99M
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
79.3K+ 26329.9% |
$2.44M - $2.56M
|
79.6K
$2.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
78.7K+ 3.95% |
$2.42M - $2.55M
|
2.07M
$68.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
78.6K+ 13.19% |
$2.42M - $2.54M
|
675K
$22.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
74.4K+ 900.0% |
$2.29M - $2.41M
|
82.7K
$2.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
69.4KNew |
$2.13M - $2.25M
|
69.4K
$2.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
68.9K+ 7.44% |
$2.12M - $2.23M
|
995K
$33M
|
|
|
Jan 13, 2023
Q4 2022
|
E&G Advisors, LP
|
BUY
|
- |
67.1KNew |
$2.06M - $2.17M
|
67.1K
$2.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
64.2KNew |
$1.97M - $2.08M
|
64.2K
$2.13M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
61.6K+ 138.0% |
$1.89M - $1.99M
|
106K
$3.53M
|
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
60K+ 5.01% |
$1.84M - $1.94M
|
1.26M
$41.7M
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
58.7K+ 23.57% |
$1.8M - $1.9M
|
308K
$10.2M
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
56KNew |
$1.72M - $1.81M
|
56K
$1.86M
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
BUY
|
- |
52.6KNew |
$1.62M - $1.7M
|
52.6K
$1.75M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
52.6KNew |
$1.62M - $1.7M
|
52.6K
$1.74M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
52K+ 65.89% |
$1.6M - $1.68M
|
131K
$4.35M
|
|
|
Feb 17, 2023
Q4 2022
|
Adams Wealth Management
|
BUY
|
- |
50K+ 19.59% |
$1.54M - $1.62M
|
305K
$10.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
49.8K+ 17.21% |
$1.53M - $1.61M
|
339K
$11.2M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
48.7K+ 7.06% |
$1.5M - $1.57M
|
738K
$24.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
38.6KNew |
$1.19M - $1.25M
|
38.6K
$1.28M
|
|
|
Feb 01, 2023
Q4 2022
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
37.5KNew |
$1.15M - $1.21M
|
37.5K
$1.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
36.5K+ 31.72% |
$1.12M - $1.18M
|
151K
$5.03M
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
36K+ 42.32% |
$1.11M - $1.17M
|
121K
$4.02M
|
|
|
Jan 12, 2023
Q4 2022
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
33.6KNew |
$1.03M - $1.09M
|
33.6K
$1.11M
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
31.2KNew |
$958K - $1.01M
|
31.2K
$1.03M
|
|
|
Feb 08, 2023
Q4 2022
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
28.5KNew |
$877K - $923K
|
28.5K
$947K
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
26.8KNew |
$823K - $866K
|
26.8K
$888K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
25.5KNew |
$784K - $826K
|
25.5K
$847K
|
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
25.5KNew |
$783K - $825K
|
25.5K
$846K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
24K+ 713.36% |
$739K - $778K
|
27.4K
$909K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
23.9K+ 7.53% |
$735K - $773K
|
341K
$11.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
23.8K+ 15.55% |
$732K - $771K
|
177K
$5.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
23.1KNew |
$711K - $749K
|
23.1K
$768K
|
|
|
Feb 14, 2023
Q4 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
23.1K+ 5.28% |
$709K - $747K
|
460K
$15.3M
|
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
22.6KNew |
$695K - $731K
|
22.6K
$750K
|
|
|
Jan 30, 2023
Q4 2022
|
Cypress Financial Planning LLC
|
BUY
|
- |
21.7K+ 132.86% |
$668K - $703K
|
38.1K
$1.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
21.5K+ 39.49% |
$662K - $697K
|
76.1K
$2.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Davidson Trust CO
|
BUY
|
- |
21KNew |
$645K - $679K
|
21K
$696K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
20.9KNew |
$643K - $677K
|
20.9K
$694K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
20.5KNew |
$631K - $665K
|
20.5K
$682K
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
20.2KNew |
$621K - $653K
|
20.2K
$670K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
19.1K+ 31.27% |
$588K - $619K
|
80.2K
$2.66M
|
|
|
Feb 10, 2023
Q4 2022
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
18.8KNew |
$577K - $608K
|
18.8K
$623K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
18.2K+ 26.14% |
$560K - $590K
|
87.9K
$2.92M
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
17.1K+ 187.42% |
$527K - $555K
|
26.3K
$873K
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
17K+ 12.31% |
$523K - $550K
|
155K
$5.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Pecaut & Co.
|
BUY
|
- |
15.7K+ 35.75% |
$482K - $508K
|
59.6K
$1.98M
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
15.4K+ 40.93% |
$474K - $499K
|
53.1K
$1.76M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
14.4K+ 138.5% |
$442K - $466K
|
24.8K
$822K
|