Purchases and Sales Made in Q1 2023 in Spdr Portfolio Intermediate Te (SPIB)
This table provides information about the institutional ownership of Spdr Portfolio Intermediate Te (SPIB) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.67M+ 517.51% |
$116M - $120M
|
4.38M
$144M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.6M+ 33.91% |
$82.4M - $85.5M
|
10.3M
$339M
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
2.43MNew |
$76.8M - $79.6M
|
2.43M
$79.9M
|
|
|
May 05, 2023
Q1 2023
|
Allianz Investment Management U.S. LLC
Minneapolis, MN |
BUY
|
- |
2.05M+ 147.68% |
$64.9M - $67.3M
|
3.44M
$113M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.99M+ 10.35% |
$63M - $65.3M
|
21.2M
$698M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.93M+ 93.45% |
$61.2M - $63.5M
|
4M
$132M
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
844KNew |
$26.7M - $27.7M
|
844K
$27.8M
|
|
|
Apr 13, 2023
Q1 2023
|
Burt Wealth Advisors
|
BUY
|
- |
637KNew |
$20.2M - $20.9M
|
637K
$21M
|
|
|
May 15, 2023
Q1 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
604KNew |
$19.1M - $19.8M
|
604K
$19.9M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
484K+ 87.09% |
$15.3M - $15.9M
|
1.04M
$34.3M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
467K+ 210494.14% |
$14.8M - $15.3M
|
468K
$15.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Eastern Bank
|
BUY
|
- |
426K+ 23.96% |
$13.5M - $14M
|
2.2M
$72.6M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
305K+ 85815.49% |
$9.65M - $10M
|
305K
$10M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
300K+ 769861.56% |
$9.51M - $9.86M
|
300K
$9.89M
|
|
|
Apr 18, 2023
Q1 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
282K+ 36.91% |
$8.94M - $9.27M
|
1.05M
$34.5M
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
232KNew |
$7.33M - $7.6M
|
232K
$7.63M
|
|
|
Apr 11, 2023
Q1 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
223K+ 21.14% |
$7.07M - $7.33M
|
1.28M
$42.2M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
206K+ 3.07% |
$6.53M - $6.77M
|
6.92M
$228M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
196K+ 11.81% |
$6.19M - $6.42M
|
1.85M
$61M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
165K+ 78.38% |
$5.22M - $5.41M
|
375K
$12.4M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
152K+ 3.71% |
$4.8M - $4.98M
|
4.23M
$139M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
149K+ 283.65% |
$4.72M - $4.9M
|
202K
$6.64M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
148K+ 72.4% |
$4.68M - $4.85M
|
352K
$11.6M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
145K+ 570.23% |
$4.6M - $4.77M
|
171K
$5.63M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
134K+ 20.98% |
$4.24M - $4.4M
|
773K
$25.5M
|
|
|
May 04, 2023
Q1 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
133KNew |
$4.22M - $4.37M
|
133K
$4.39M
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
132K+ 412487.5% |
$4.18M - $4.33M
|
132K
$4.35M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
126KNew |
$3.98M - $4.13M
|
126K
$4.14M
|
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
124KNew |
$3.94M - $4.09M
|
124K
$4.1M
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
122K+ 144.99% |
$3.86M - $4M
|
206K
$6.79M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
115K+ 144.79% |
$3.64M - $3.77M
|
194K
$6.4M
|
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
115K+ 33.75% |
$3.63M - $3.76M
|
454K
$15M
|
|
|
May 04, 2023
Q1 2023
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
111K+ 54.47% |
$3.51M - $3.64M
|
314K
$10.4M
|
|
|
May 10, 2023
Q1 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
110KNew |
$3.48M - $3.6M
|
110K
$3.62M
|
|
|
Apr 21, 2023
Q1 2023
|
Trust CO Of Virginia
|
BUY
|
- |
102K+ 11.61% |
$3.23M - $3.34M
|
979K
$32.3M
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
93.8K+ 26.1% |
$2.97M - $3.08M
|
453K
$14.9M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
93K+ 122.15% |
$2.94M - $3.05M
|
169K
$5.57M
|
|
|
May 10, 2023
Q1 2023
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
89.3KNew |
$2.83M - $2.93M
|
89.3K
$2.94M
|
|
|
Apr 19, 2023
Q1 2023
|
Systelligence, LLC
|
BUY
|
- |
88.5KNew |
$2.8M - $2.91M
|
88.5K
$2.92M
|
|
|
Apr 06, 2023
Q1 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
88.2K+ 19.28% |
$2.79M - $2.9M
|
546K
$18M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
86.3K+ 2.74% |
$2.73M - $2.83M
|
3.24M
$107M
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
83.9KNew |
$2.66M - $2.75M
|
83.9K
$2.76M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
81KNew |
$2.57M - $2.66M
|
81K
$2.67M
|
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
79.9KNew |
$2.53M - $2.62M
|
79.9K
$2.63M
|
|
|
May 12, 2023
Q1 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
78.7K+ 13.69% |
$2.49M - $2.58M
|
653K
$21.5M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
76.7K+ 22.77% |
$2.43M - $2.52M
|
414K
$13.6M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
73K+ 5.61% |
$2.31M - $2.4M
|
1.37M
$45.3M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
69.6K+ 45.54% |
$2.21M - $2.29M
|
223K
$7.33M
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
69.5KNew |
$2.2M - $2.28M
|
69.5K
$2.29M
|
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
68.5K+ 105.68% |
$2.17M - $2.25M
|
133K
$4.39M
|