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
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
880New |
$27.2K - $28.9K
|
880
$28.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
877+ 265.76% |
$27.1K - $28.8K
|
1.21K
$39.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
842+ 11.73% |
$26K - $27.7K
|
8.02K
$263K
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
802+ 3.06% |
$24.8K - $26.4K
|
27.1K
$885K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
800+ 100.88% |
$24.7K - $26.3K
|
1.59K
$52.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
755+ 3.22% |
$23.3K - $24.8K
|
24.2K
$792K
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
751+ 11.65% |
$23.2K - $24.7K
|
7.2K
$235K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
744+ 3.41% |
$23K - $24.5K
|
22.5K
$738K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
730+ 57.62% |
$22.6K - $24K
|
2K
$65.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
661+ 0.47% |
$20.4K - $21.7K
|
142K
$4.66M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
658New |
$20.3K - $21.6K
|
658
$21.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
625+ 10.93% |
$19.3K - $20.6K
|
6.35K
$208K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
525New |
$16.2K - $17.3K
|
525
$17.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
508+ 0.26% |
$15.7K - $16.7K
|
197K
$6.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
484New |
$15K - $15.9K
|
484
$15.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
470+ 5.77% |
$14.5K - $15.5K
|
8.62K
$282K
|
|
|
Feb 12, 2024
Q4 2023
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
460+ 5.19% |
$14.2K - $15.1K
|
9.33K
$305K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
450New |
$13.9K - $14.8K
|
450
$14.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
381+ 1.48% |
$11.8K - $12.5K
|
26.1K
$854K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
381+ 0.74% |
$11.8K - $12.5K
|
51.7K
$1.69M
|
|
|
Feb 12, 2024
Q4 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
292+ 0.77% |
$9.03K - $9.6K
|
38.2K
$1.25M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
292+ 30.87% |
$9.03K - $9.6K
|
1.24K
$40.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
258+ 2.37% |
$7.97K - $8.49K
|
11.1K
$364K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
244+ 1.08% |
$7.54K - $8.03K
|
22.9K
$750K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
243New |
$7.51K - $7.99K
|
243
$7.95K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
218New |
$6.74K - $7.17K
|
218
$7.14K
|
|
|
Feb 15, 2024
Q4 2023
|
Life Pro Asset Management
|
BUY
|
- |
212+ 1.83% |
$6.55K - $6.97K
|
11.8K
$385K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
204+ 10200.0% |
$6.31K - $6.71K
|
206
$6.74K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
202New |
$6.24K - $6.64K
|
202
$6.61K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
201New |
$6.21K - $6.61K
|
201
$6.58K
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
BUY
|
- |
180New |
$5.56K - $5.92K
|
180
$5.89K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
167+ 0.45% |
$5.16K - $5.49K
|
37.5K
$1.23M
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
160New |
$4.95K - $5.26K
|
160
$5.24K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
144New |
$4.45K - $4.74K
|
144
$4.71K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
127+ 0.71% |
$3.93K - $4.18K
|
18K
$588K
|
|
|
Aug 28, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
99+ 1.37% |
$3.06K - $3.26K
|
7.35K
$241K
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
84+ 2.22% |
$2.6K - $2.76K
|
3.86K
$126K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
81New |
$2.5K - $2.66K
|
81
$2.65K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
75+ 1.64% |
$2.32K - $2.47K
|
4.65K
$152K
|
|
|
Jan 10, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
58+ 0.46% |
$1.79K - $1.91K
|
12.7K
$417K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
50New |
$1.55K - $1.64K
|
50
$1.64K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
43+ 0.33% |
$1.33K - $1.41K
|
12.9K
$422K
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
26+ 0.18% |
$804 - $855
|
14.4K
$470K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
18+ 0.1% |
$556 - $592
|
17.3K
$566K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
10+ 1.53% |
$309 - $329
|
663
$21.7K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
9+ 1.49% |
$278 - $296
|
613
$20.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5+ 0.3% |
$155 - $164
|
1.65K
$54K
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
5+ 1.43% |
$155 - $164
|
355
$11.6K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
2New |
$61.8 - $65.8
|
2
$65.5
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2+ 1.46% |
$61.8 - $65.8
|
139
$4.55K
|