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 11, 2022
Q1 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
91New |
$3.09K - $3.28K
|
91
$3K
|
|
|
Apr 28, 2022
Q1 2022
|
Acas, LLC
|
BUY
|
- |
85+ 1.45% |
$2.88K - $3.06K
|
5.93K
$195K
|
|
|
May 04, 2022
Q1 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
75+ 1.13% |
$2.54K - $2.7K
|
6.69K
$220K
|
|
|
Apr 15, 2022
Q1 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
75+ 0.28% |
$2.54K - $2.7K
|
26.6K
$876K
|
|
|
Apr 25, 2022
Q1 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
69+ 14.94% |
$2.34K - $2.49K
|
531
$17.5K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
55+ 28.95% |
$1.87K - $1.98K
|
245
$8.07K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
54+ 25.59% |
$1.83K - $1.95K
|
265
$8.73K
|
|
|
Apr 08, 2022
Q1 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
41New |
$1.39K - $1.48K
|
41
$1.35K
|
|
|
Apr 28, 2022
Q1 2022
|
Fullen Financial Group
|
BUY
|
- |
39+ 0.25% |
$1.32K - $1.41K
|
15.9K
$523K
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
37+ 7.27% |
$1.25K - $1.33K
|
546
$18K
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
28+ 8.81% |
$949 - $1.01K
|
346
$11.4K
|
|
|
Apr 12, 2022
Q1 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
25+ 0.12% |
$848 - $901
|
20.8K
$684K
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
22New |
$746 - $793
|
22
$725
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
19+ 1.06% |
$644 - $685
|
1.81K
$59.7K
|
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
19+ 3.46% |
$644 - $685
|
568
$18.7K
|
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
17New |
$576 - $613
|
17
$560
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
15+ 0.53% |
$509 - $541
|
2.87K
$94.5K
|
|
|
Apr 18, 2022
Q1 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
6+ 2.07% |
$203 - $216
|
296
$9.75K
|
|
|
Apr 11, 2022
Q1 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
5+ 0.02% |
$170 - $180
|
22.5K
$742K
|
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
2New |
$67.8 - $72.1
|
2
$65.9
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.02% |
$67.8 - $72.1
|
9K
$296K
|
|
|
May 10, 2022
Q1 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1+ 0.01% |
$33.9 - $36
|
8.38K
$276K
|
|
|
May 13, 2022
Q1 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3- 0.06% |
$102 - $108
|
4.65K
$153K
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-3- 0.24% |
$102 - $108
|
1.23K
$40.5K
|
|
|
Apr 14, 2022
Q1 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-3- 0.05% |
$102 - $108
|
6.02K
$198K
|
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-6Closed |
$203 - $216
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
SELL
|
- |
-7Closed |
$237 - $252
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-9- 1.99% |
$305 - $324
|
443
$14.6K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-15Closed |
$509 - $541
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-33- 0.3% |
$1.12K - $1.19K
|
10.9K
$359K
|
|
|
Apr 20, 2022
Q1 2022
|
Eclectic Associates Inc
|
SELL
|
- |
-43- 0.56% |
$1.46K - $1.55K
|
7.62K
$251K
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-59Closed |
$2K - $2.13K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
SELL
|
- |
-120- 3.17% |
$4.07K - $4.32K
|
3.66K
$121K
|
|
|
May 06, 2022
Q1 2022
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-126- 1.6% |
$4.27K - $4.54K
|
7.73K
$255K
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-150- 0.72% |
$5.09K - $5.41K
|
20.6K
$680K
|
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-150- 2.94% |
$5.09K - $5.41K
|
4.95K
$163K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
SELL
|
- |
-150- 1.48% |
$5.09K - $5.41K
|
10K
$330K
|
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
SELL
|
- |
-165Closed |
$5.6K - $5.95K
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-196- 1.63% |
$6.65K - $7.06K
|
11.9K
$390K
|
|
|
Apr 11, 2022
Q1 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-204- 1.51% |
$6.92K - $7.35K
|
13.3K
$439K
|
|
|
May 02, 2022
Q1 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-216- 2.52% |
$7.32K - $7.78K
|
8.35K
$275K
|
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-233- 15.33% |
$7.9K - $8.4K
|
1.29K
$42.4K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-287Closed |
$9.73K - $10.3K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-292- 2.06% |
$9.9K - $10.5K
|
13.9K
$458K
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-300- 57.69% |
$10.2K - $10.8K
|
220
$7.25K
|
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-319- 0.35% |
$10.8K - $11.5K
|
91.4K
$3.01M
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-326- 18.98% |
$11.1K - $11.7K
|
1.39K
$45.9K
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-332- 97.94% |
$11.3K - $12K
|
7
$231
|