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 06, 2023
Q4 2022
|
Compass Financial Advisors LLC
|
SELL
|
- |
-257- 1.89% |
$7.9K - $8.32K
|
13.3K
$443K
|
|
|
Jan 19, 2023
Q4 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-277- 2.43% |
$8.51K - $8.96K
|
11.1K
$369K
|
|
|
May 28, 2024
Q4 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-279- 3.81% |
$8.58K - $9.03K
|
7.05K
$234K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-288- 4.29% |
$8.85K - $9.32K
|
6.42K
$213K
|
|
|
Jan 19, 2023
Q4 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-316- 0.96% |
$9.71K - $10.2K
|
32.6K
$1.08M
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-372- 1.03% |
$11.4K - $12K
|
35.8K
$1.19M
|
|
|
Jan 17, 2023
Q4 2022
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-397- 0.12% |
$12.2K - $12.8K
|
320K
$10.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-420- 36.27% |
$12.9K - $13.6K
|
738
$24.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-424- 5.15% |
$13K - $13.7K
|
7.82K
$259K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-432- 92.11% |
$13.3K - $14K
|
37
$1.23K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-470- 37.57% |
$14.4K - $15.2K
|
781
$25.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-485- 5.93% |
$14.9K - $15.7K
|
7.69K
$255K
|
|
|
Feb 14, 2023
Q4 2022
|
Mainstay Capital Management LLC
|
SELL
|
- |
-520- 4.63% |
$16K - $16.8K
|
10.7K
$356K
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Cs Group, LLC
|
SELL
|
- |
-680- 9.45% |
$20.9K - $22K
|
6.52K
$216K
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-754- 4.62% |
$23.2K - $24.4K
|
15.6K
$516K
|
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-756- 4.35% |
$23.2K - $24.5K
|
16.6K
$552K
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-851- 6.64% |
$26.2K - $27.5K
|
12K
$397K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-934- 23.05% |
$28.7K - $30.2K
|
3.12K
$103K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
SELL
|
- |
-1K- 73.14% |
$30.8K - $32.4K
|
368
$12.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1K- 43.74% |
$30.8K - $32.5K
|
1.29K
$42.8K
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.07K- 7.52% |
$32.8K - $34.6K
|
13.1K
$436K
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.08K- 13.32% |
$33K - $34.8K
|
7K
$232K
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
SELL
|
- |
-1.11K- 4.63% |
$34K - $35.8K
|
22.8K
$755K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Financial Group Inc
|
SELL
|
- |
-1.2K- 1.61% |
$36.8K - $38.7K
|
73.2K
$2.43M
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-1.23K- 4.72% |
$37.7K - $39.7K
|
24.8K
$822K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-1.25K- 1.14% |
$38.3K - $40.4K
|
108K
$3.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-1.3K- 0.77% |
$40K - $42.1K
|
167K
$5.55M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.33K- 6.82% |
$40.7K - $42.9K
|
18.1K
$601K
|
|
|
Feb 09, 2023
Q4 2022
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-1.49K- 45.77% |
$45.9K - $48.3K
|
1.77K
$58.7K
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.53K- 7.08% |
$47K - $49.5K
|
20.1K
$667K
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-1.54K- 4.46% |
$47.4K - $49.9K
|
33.1K
$1.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-1.55K- 3.4% |
$47.7K - $50.3K
|
44.1K
$1.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.58K- 15.15% |
$48.5K - $51.1K
|
8.84K
$293K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-1.59K- 94.01% |
$48.7K - $51.3K
|
101
$3.35K
|
|
|
Jan 18, 2023
Q4 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.62K- 5.81% |
$49.7K - $52.3K
|
26.2K
$870K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-1.62K- 5.73% |
$49.7K - $52.4K
|
26.6K
$883K
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.72K- 15.71% |
$53K - $55.8K
|
9.25K
$307K
|
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.73K- 12.7% |
$53.1K - $55.9K
|
11.9K
$394K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.74K- 78.17% |
$53.6K - $56.4K
|
487
$16.2K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.85K- 12.99% |
$56.9K - $59.9K
|
12.4K
$411K
|
|
|
Feb 06, 2023
Q4 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.95K- 1.79% |
$59.9K - $63.1K
|
107K
$3.55M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-1.97K- 3.44% |
$60.5K - $63.7K
|
55.2K
$1.83M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.17K- 3.44% |
$66.6K - $70.1K
|
60.7K
$2.02M
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-2.2K- 53.3% |
$67.8K - $71.3K
|
1.93K
$64.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-2.33K- 6.81% |
$71.6K - $75.4K
|
31.9K
$1.06M
|
|
|
Jan 26, 2023
Q4 2022
|
Manning & Napier Group, LLC
|
SELL
|
- |
-2.72K- 1.31% |
$83.6K - $88K
|
204K
$6.79M
|
|
|
Jan 17, 2023
Q4 2022
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-2.78K- 9.11% |
$85.3K - $89.8K
|
27.7K
$919K
|
|
|
Jan 19, 2023
Q4 2022
|
Melone Private Wealth, LLC
|
SELL
|
- |
-3.18K- 18.45% |
$97.8K - $103K
|
14.1K
$467K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-3.21K- 37.11% |
$98.6K - $104K
|
5.44K
$180K
|
|
|
Jan 19, 2023
Q4 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-3.5K- 20.56% |
$108K - $113K
|
13.5K
$449K
|