Purchases and Sales Made in Q1 2022 in Spdr Portfolio Intermediate Te (SPIB)
This table provides information about the institutional ownership of Spdr Portfolio Intermediate Te (SPIB) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14.1KNew |
$479K - $509K
|
14.1K
$469K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
13.4KNew |
$454K - $482K
|
13.4K
$444K
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.1K+ 39.06% |
$409K - $435K
|
43K
$1.43M
|
|
|
Apr 14, 2022
Q1 2022
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
11.5K+ 1.21% |
$390K - $415K
|
958K
$31.8M
|
|
|
Dec 15, 2022
Q1 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
10.8K+ 7.45% |
$365K - $388K
|
155K
$5.16M
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
10.7K+ 16.32% |
$362K - $385K
|
76.2K
$2.53M
|
|
|
May 10, 2022
Q1 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
10.3K+ 3.42% |
$351K - $373K
|
312K
$10.4M
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
9.39KNew |
$318K - $338K
|
9.39K
$312K
|
|
|
May 11, 2022
Q1 2022
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
9.25K+ 98.35% |
$314K - $333K
|
18.7K
$619K
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
9.06K+ 85.81% |
$307K - $326K
|
19.6K
$651K
|
|
|
May 02, 2022
Q1 2022
|
Integrated Capital Management, Inc.
|
BUY
|
- |
8.73K+ 2.65% |
$296K - $315K
|
338K
$11.2M
|
|
|
Aug 26, 2024
Q1 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
8.67KNew |
$294K - $312K
|
8.67K
$288K
|
|
|
Apr 28, 2022
Q1 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
8.49KNew |
$288K - $306K
|
8.49K
$282K
|
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8.43KNew |
$286K - $304K
|
8.43K
$280K
|
|
|
Jul 19, 2022
Q1 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
8.36KNew |
$284K - $301K
|
8.36K
$278K
|
|
|
May 20, 2022
Q1 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
8.14KNew |
$276K - $293K
|
8.14K
$270K
|
|
|
Apr 15, 2022
Q1 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
8.1K+ 9.68% |
$275K - $292K
|
91.7K
$3.04M
|
|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
BUY
|
- |
8.08KNew |
$274K - $291K
|
8.08K
$268K
|
|
|
May 10, 2022
Q1 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
8K+ 4.23% |
$271K - $288K
|
197K
$6.54M
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.82K+ 16.38% |
$265K - $282K
|
55.5K
$1.84M
|
|
|
Apr 22, 2022
Q1 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
7.36KNew |
$250K - $265K
|
7.36K
$244K
|
|
|
Apr 19, 2022
Q1 2022
|
Manning & Napier Group, LLC
|
BUY
|
- |
7.12K+ 3.48% |
$241K - $256K
|
211K
$7.02M
|
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6.96KNew |
$236K - $251K
|
6.96K
$231K
|
|
|
May 03, 2022
Q1 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
6.95KNew |
$236K - $250K
|
6.95K
$231K
|
|
|
May 16, 2022
Q1 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
6.92KNew |
$235K - $249K
|
6.92K
$230K
|
|
|
Apr 29, 2022
Q1 2022
|
Straight Path Wealth Management
|
BUY
|
- |
6.69K+ 6.58% |
$227K - $241K
|
108K
$3.59M
|
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
6.52KNew |
$221K - $235K
|
6.52K
$216K
|
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
6.28KNew |
$213K - $226K
|
6.28K
$208K
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.22K+ 9.65% |
$211K - $224K
|
70.7K
$2.35M
|
|
|
May 10, 2022
Q1 2022
|
Wrapmanager Inc
|
BUY
|
- |
5.97K+ 1.59% |
$202K - $215K
|
382K
$12.7M
|
|
|
May 16, 2022
Q1 2022
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
5.94KNew |
$201K - $214K
|
5.94K
$197K
|
|
|
Apr 27, 2022
Q1 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
5.86KNew |
$199K - $211K
|
5.86K
$195K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.73K+ 16.54% |
$194K - $207K
|
40.4K
$1.34M
|
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
4.55KNew |
$154K - $164K
|
4.55K
$151K
|
|
|
Apr 08, 2022
Q1 2022
|
Alaska Permanent Capital Management
|
BUY
|
- |
4.47K+ 21.94% |
$152K - $161K
|
24.9K
$825K
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.3K+ 29.35% |
$146K - $155K
|
19K
$629K
|
|
|
May 02, 2022
Q1 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
4.21K+ 3.3% |
$143K - $152K
|
132K
$4.37M
|
|
|
Apr 15, 2022
Q1 2022
|
Paladin Advisory Group, LLC
|
BUY
|
- |
4.15KNew |
$141K - $149K
|
4.15K
$138K
|
|
|
Apr 26, 2022
Q1 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
4.03K+ 1.92% |
$137K - $145K
|
214K
$7.11M
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.02K+ 9.35% |
$136K - $145K
|
47K
$1.56M
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.9K+ 6.28% |
$132K - $141K
|
66.1K
$2.19M
|
|
|
Apr 05, 2022
Q1 2022
|
Appleton Partners Inc
|
BUY
|
- |
3.64K+ 2.07% |
$123K - $131K
|
179K
$5.94M
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.51K+ 11.34% |
$119K - $126K
|
34.4K
$1.14M
|
|
|
May 04, 2022
Q1 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
3.33K+ 1.36% |
$113K - $120K
|
249K
$8.25M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.01K+ 1.39% |
$102K - $109K
|
219K
$7.28M
|
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
2.75K+ 44.35% |
$93.2K - $99K
|
8.94K
$297K
|
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2.69KNew |
$91.2K - $96.9K
|
2.69K
$89.3K
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.62K+ 0.42% |
$88.9K - $94.5K
|
628K
$20.8M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
2.48K+ 91.22% |
$84.2K - $89.5K
|
5.21K
$173K
|
|
|
May 03, 2022
Q1 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
2.44K+ 45.96% |
$82.8K - $88K
|
7.75K
$257K
|