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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2023
Q4 2022
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
2.71K+ 0.81% |
$83.3K - $87.7K
|
338K
$11.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
2.68K+ 14.96% |
$82.3K - $86.6K
|
20.6K
$674K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
2.66K+ 16.02% |
$81.7K - $86K
|
19.3K
$631K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
2.62K+ 31.53% |
$80.4K - $84.7K
|
10.9K
$358K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.44K+ 6.22% |
$75K - $78.9K
|
41.6K
$1.36M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.29K+ 3.06% |
$70.5K - $74.2K
|
77.2K
$2.53M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.2KNew |
$67.6K - $71.2K
|
2.2K
$72.1K
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
2.19K+ 283.92% |
$67.3K - $70.8K
|
2.96K
$97K
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
2.15KNew |
$66.2K - $69.7K
|
2.15K
$70.6K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.02K+ 1.55% |
$62.2K - $65.5K
|
132K
$4.33M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.01K+ 5.21% |
$61.7K - $64.9K
|
40.5K
$1.33M
|
|
|
Feb 10, 2023
Q4 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
1.96K+ 12.5% |
$60.2K - $63.4K
|
17.6K
$578K
|
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
BUY
|
- |
1.85K+ 9.7% |
$56.9K - $59.9K
|
20.9K
$686K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.85K+ 40.19% |
$56.8K - $59.8K
|
6.45K
$211K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
1.74KNew |
$53.5K - $56.3K
|
1.74K
$57K
|
|
|
Feb 01, 2023
Q4 2022
|
Alaska Permanent Capital Management
|
BUY
|
- |
1.5K+ 4.48% |
$46.2K - $48.7K
|
35.1K
$1.15M
|
|
|
May 09, 2023
Q4 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
1.3K+ 0.63% |
$40K - $42.1K
|
207K
$6.77M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.28K+ 32.37% |
$39.3K - $41.4K
|
5.23K
$171K
|
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.28K+ 2.01% |
$39.3K - $41.4K
|
64.8K
$2.12M
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.23K+ 17.84% |
$37.9K - $39.9K
|
8.15K
$267K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.12K+ 2.78% |
$34.5K - $36.3K
|
41.5K
$1.36M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.04K+ 425.71% |
$32.1K - $33.8K
|
1.29K
$42.2K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.04KNew |
$31.9K - $33.6K
|
1.04K
$34K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.04KNew |
$31.9K - $33.6K
|
1.04K
$34K
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
987+ 4.99% |
$30.3K - $31.9K
|
20.8K
$681K
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
970New |
$29.8K - $31.4K
|
970
$31.8K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
908New |
$27.9K - $29.4K
|
908
$29.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
906+ 4.55% |
$27.9K - $29.3K
|
20.8K
$682K
|
|
|
Jan 19, 2023
Q4 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
879+ 0.43% |
$27K - $28.4K
|
203K
$6.67M
|
|
|
Jan 30, 2023
Q4 2022
|
Sws Partners
|
BUY
|
- |
851+ 0.86% |
$26.2K - $27.5K
|
99.5K
$3.26M
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
850New |
$26.1K - $27.5K
|
850
$27.9K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
800New |
$24.6K - $25.9K
|
800
$26.2K
|
|
|
Jan 26, 2023
Q4 2022
|
Bank Hapoalim Bm
|
BUY
|
- |
771+ 0.14% |
$23.7K - $24.9K
|
535K
$17.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
672+ 0.84% |
$20.7K - $21.7K
|
80.5K
$2.64M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
665New |
$20.4K - $21.5K
|
665
$21.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
649New |
$20K - $21K
|
649
$21.3K
|
|
|
Feb 13, 2023
Q4 2022
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
587+ 7.41% |
$18K - $19K
|
8.51K
$279K
|
|
|
Jan 26, 2023
Q4 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
584+ 0.37% |
$18K - $18.9K
|
157K
$5.16M
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
570New |
$17.5K - $18.4K
|
570
$18.7K
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
456+ 2.15% |
$14K - $14.8K
|
21.7K
$710K
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
450+ 37.34% |
$13.8K - $14.6K
|
1.66K
$54.2K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
424New |
$13K - $13.7K
|
424
$13.9K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
420+ 1.64% |
$12.9K - $13.6K
|
26K
$852K
|
|
|
Feb 13, 2023
Q4 2022
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
351+ 1.08% |
$10.8K - $11.4K
|
32.9K
$1.08M
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
334New |
$10.3K - $10.8K
|
334
$10.9K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
334New |
$10.3K - $10.8K
|
334
$10.9K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
302+ 55.93% |
$9.28K - $9.77K
|
842
$27.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
302+ 4.08% |
$9.28K - $9.77K
|
7.7K
$252K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
284+ 0.34% |
$8.73K - $9.19K
|
84.1K
$2.76M
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
261+ 9.39% |
$8.02K - $8.45K
|
3.04K
$99.6K
|