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 |
---|---|---|---|---|---|---|---|
Apr 06, 2022
Q1 2022
|
Spence Asset Management
|
SELL
|
- |
-362Closed |
$12.3K - $13K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-431- 27.4% |
$14.6K - $15.5K
|
1.14K
$37.6K
|
|
May 05, 2022
Q1 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-433- 1.57% |
$14.7K - $15.6K
|
27.1K
$894K
|
|
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-434Closed |
$14.7K - $15.6K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-449- 1.4% |
$15.2K - $16.2K
|
31.6K
$1.04M
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-526Closed |
$17.8K - $19K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-556Closed |
$18.9K - $20K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-568- 24.75% |
$19.3K - $20.5K
|
1.73K
$56.9K
|
|
May 13, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-605- 7.17% |
$20.5K - $21.8K
|
7.84K
$258K
|
|
Apr 29, 2022
Q1 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-687Closed |
$23.3K - $24.8K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
SELL
|
- |
-704- 7.96% |
$23.9K - $25.4K
|
8.14K
$268K
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-785- 10.07% |
$26.6K - $28.3K
|
7.01K
$231K
|
|
May 10, 2022
Q1 2022
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-785- 0.47% |
$26.6K - $28.3K
|
168K
$5.52M
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-786- 1.35% |
$26.7K - $28.3K
|
57.5K
$1.89M
|
|
Apr 14, 2022
Q1 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-803- 3.55% |
$27.2K - $28.9K
|
21.8K
$720K
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-811- 30.35% |
$27.5K - $29.2K
|
1.86K
$61.3K
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-890- 18.58% |
$30.2K - $32.1K
|
3.9K
$128K
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-890- 97.16% |
$30.2K - $32.1K
|
26
$856
|
|
May 12, 2022
Q1 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-906- 10.08% |
$30.7K - $32.7K
|
8.08K
$266K
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-912- 18.81% |
$30.9K - $32.9K
|
3.94K
$130K
|
|
May 06, 2022
Q1 2022
|
Motco
|
SELL
|
- |
-991Closed |
$33.6K - $35.7K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-1.02K- 9.31% |
$34.5K - $36.7K
|
9.91K
$327K
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.03K- 8.17% |
$35K - $37.2K
|
11.6K
$382K
|
|
Apr 15, 2022
Q1 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.06K- 3.13% |
$35.8K - $38.1K
|
32.7K
$1.08M
|
|
Apr 22, 2022
Q1 2022
|
Peak Financial Advisors LLC
|
SELL
|
- |
-1.07K- 10.92% |
$36.1K - $38.4K
|
8.69K
$286K
|
|
Apr 26, 2022
Q1 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-1.07K- 2.75% |
$36.2K - $38.5K
|
37.7K
$1.24M
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.12K- 11.65% |
$37.9K - $40.3K
|
8.48K
$279K
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-1.15K- 86.21% |
$39K - $41.4K
|
184
$6.06K
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.16K- 13.6% |
$39.2K - $41.7K
|
7.34K
$242K
|
|
Apr 22, 2022
Q1 2022
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.19K- 3.93% |
$40.4K - $42.9K
|
29.1K
$958K
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.2KClosed |
$40.7K - $43.2K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.25K- 11.01% |
$42.5K - $45.2K
|
10.1K
$334K
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-1.29K- 2.84% |
$43.6K - $46.3K
|
43.9K
$1.45M
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.38K- 17.46% |
$46.8K - $49.7K
|
6.52K
$215K
|
|
May 09, 2022
Q1 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-1.49K- 2.46% |
$50.6K - $53.7K
|
59.1K
$1.95M
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-1.73K- 14.16% |
$58.7K - $62.4K
|
10.5K
$346K
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.74KClosed |
$58.9K - $62.6K
|
0
$0
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.83K- 2.89% |
$62.1K - $66K
|
61.5K
$2.03M
|
|
May 13, 2022
Q1 2022
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-1.87K- 4.9% |
$63.2K - $67.2K
|
36.2K
$1.19M
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.87K- 14.2% |
$63.3K - $67.3K
|
11.3K
$371K
|
|
May 05, 2022
Q1 2022
|
Compass Financial Advisors LLC
|
SELL
|
- |
-1.92K- 11.75% |
$65K - $69.1K
|
14.4K
$474K
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.97KClosed |
$66.6K - $70.8K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Cx Institutional
|
SELL
|
- |
-2K- 2.93% |
$67.7K - $72K
|
66.1K
$2.18M
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.05K- 0.43% |
$69.5K - $73.8K
|
472K
$15.6M
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.05K- 23.35% |
$69.5K - $73.9K
|
6.73K
$222K
|
|
May 16, 2022
Q1 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-2.23K- 15.34% |
$75.7K - $80.4K
|
12.3K
$405K
|
|
May 13, 2022
Q1 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-2.37K- 6.09% |
$80.2K - $85.3K
|
36.5K
$1.2M
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-2.4KClosed |
$81.2K - $86.4K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-2.49K- 11.3% |
$84.5K - $89.8K
|
19.6K
$644K
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.57K- 2.93% |
$87.2K - $92.7K
|
85.1K
$2.8M
|