Purchases and Sales Made in Q4 2023 in Spdr Portfolio Intermediate Te (SPIB)
This table provides information about the institutional ownership of Spdr Portfolio Intermediate Te (SPIB) during Q4 2023. 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, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
4.67M+ 17.68% |
$144M - $154M
|
31.1M
$1.02B
|
|
|
Feb 16, 2024
Q4 2023
|
Ge Investment Management Corp.
Norwalk, CT |
BUY
|
- |
2.82MNew |
$87.2M - $92.8M
|
2.82M
$92.9M
|
|
|
Feb 02, 2024
Q4 2023
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
1.44M+ 90.0% |
$44.5M - $47.4M
|
3.04M
$100M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.4M+ 82.38% |
$43.4M - $46.2M
|
3.11M
$102M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.38M+ 116.64% |
$42.7M - $45.4M
|
2.56M
$84.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.34M+ 264.53% |
$41.4M - $44M
|
1.84M
$60.7M
|
|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
1.3MNew |
$40.1M - $42.6M
|
1.3M
$42.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.26M+ 16935.88% |
$39M - $41.5M
|
1.27M
$41.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
966K+ 799.77% |
$29.9M - $31.8M
|
1.09M
$35.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
BUY
|
- |
955K+ 93.68% |
$29.5M - $31.4M
|
1.97M
$65M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
636K+ 10.07% |
$19.7M - $20.9M
|
6.96M
$229M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
546K+ 4.56% |
$16.9M - $18M
|
12.5M
$412M
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
511KNew |
$15.8M - $16.8M
|
511K
$16.8M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
509KNew |
$15.7M - $16.7M
|
509K
$16.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
509KNew |
$15.7M - $16.7M
|
509K
$16.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
496K+ 54.81% |
$15.3M - $16.3M
|
1.4M
$46.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
427K+ 54.68% |
$13.2M - $14M
|
1.21M
$39.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
350KNew |
$10.8M - $11.5M
|
350K
$11.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Allianz Investment Management U.S. LLC
Minneapolis, MN |
BUY
|
- |
337K+ 82.93% |
$10.4M - $11.1M
|
744K
$24.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
332KNew |
$10.3M - $10.9M
|
332K
$10.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
330K+ 102.07% |
$10.2M - $10.8M
|
653K
$21.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
325K+ 18.69% |
$10M - $10.7M
|
2.06M
$67.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
302K+ 7.58% |
$9.34M - $9.94M
|
4.29M
$141M
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
267K+ 114.42% |
$8.26M - $8.79M
|
501K
$16.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Fortune 45 LLC
|
BUY
|
- |
256KNew |
$7.91M - $8.42M
|
256K
$8.43M
|
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
241KNew |
$7.45M - $7.93M
|
241K
$7.94M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
215K+ 12.35% |
$6.66M - $7.08M
|
1.96M
$64.5M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
205K+ 10.17% |
$6.33M - $6.74M
|
2.22M
$73.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
195KNew |
$6.03M - $6.41M
|
195K
$6.42M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
194K+ 15.38% |
$5.99M - $6.37M
|
1.45M
$47.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
191K+ 73.36% |
$5.9M - $6.28M
|
451K
$14.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
186K+ 2.62% |
$5.76M - $6.13M
|
7.29M
$240M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
175KNew |
$5.42M - $5.76M
|
175K
$5.77M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
172K+ 68.4% |
$5.32M - $5.66M
|
424K
$14M
|
|
|
May 03, 2024
Q4 2023
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
156KNew |
$4.83M - $5.14M
|
156K
$5.15M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
145K+ 191.99% |
$4.49M - $4.78M
|
221K
$7.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
135K+ 45.49% |
$4.18M - $4.45M
|
433K
$14.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
135KNew |
$4.17M - $4.44M
|
135K
$4.44M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
135K+ 2673.12% |
$4.16M - $4.43M
|
140K
$4.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
132KNew |
$4.07M - $4.33M
|
132K
$4.34M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
119K+ 27.38% |
$3.69M - $3.92M
|
555K
$18.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
114K+ 4.04% |
$3.54M - $3.76M
|
2.94M
$96.9M
|
|
|
Feb 09, 2024
Q4 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
109KNew |
$3.37M - $3.59M
|
109K
$3.59M
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
105K+ 14.3% |
$3.24M - $3.45M
|
839K
$27.6M
|
|
|
Apr 09, 2024
Q4 2023
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
103KNew |
$3.18M - $3.39M
|
103K
$3.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
102K+ 379.75% |
$3.14M - $3.34M
|
128K
$4.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
100KNew |
$3.09M - $3.29M
|
100K
$3.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
92.9K+ 8.24% |
$2.87M - $3.06M
|
1.22M
$40.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
91.8KNew |
$2.84M - $3.02M
|
91.8K
$3.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
83.6K+ 941.5% |
$2.58M - $2.75M
|
92.4K
$3.04M
|