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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
67K+ 17.31% |
$2.12M - $2.2M
|
454K
$15M
|
|
|
Apr 20, 2023
Q1 2023
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
60.7K+ 17.17% |
$1.92M - $1.99M
|
414K
$13.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
BUY
|
- |
60.6K+ 49.76% |
$1.92M - $1.99M
|
182K
$6M
|
|
|
May 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
59.4K+ 186.3% |
$1.88M - $1.95M
|
91.3K
$3.01M
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
53.3K+ 95.11% |
$1.69M - $1.75M
|
109K
$3.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
52.4KNew |
$1.66M - $1.72M
|
52.4K
$1.72M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
51K+ 52.0% |
$1.61M - $1.67M
|
149K
$4.91M
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
51K+ 18.82% |
$1.61M - $1.67M
|
322K
$10.6M
|
|
|
May 30, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
47.6KNew |
$1.51M - $1.56M
|
47.6K
$1.57M
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
40.7K+ 4.09% |
$1.29M - $1.34M
|
1.04M
$34.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
40.6K+ 16.78% |
$1.29M - $1.33M
|
282K
$9.3M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
37K+ 5.49% |
$1.17M - $1.22M
|
712K
$23.4M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
36.8K+ 34.59% |
$1.16M - $1.21M
|
143K
$4.71M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
36.6K+ 69.68% |
$1.16M - $1.2M
|
89.2K
$2.94M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
36.4K+ 6.6% |
$1.15M - $1.19M
|
587K
$19.3M
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
35.1K+ 23.19% |
$1.11M - $1.15M
|
187K
$6.15M
|
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
33.1KNew |
$1.05M - $1.09M
|
33.1K
$1.09M
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
31.6KNew |
$999K - $1.04M
|
31.6K
$1.04M
|
|
|
Apr 11, 2023
Q1 2023
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
31.5K+ 3.31% |
$999K - $1.04M
|
985K
$32.4M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
31.2KNew |
$988K - $1.02M
|
31.2K
$1.03M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
31KNew |
$983K - $1.02M
|
31K
$1.02M
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
29.2K+ 35.38% |
$926K - $960K
|
112K
$3.69M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
28.9K+ 31.78% |
$914K - $947K
|
120K
$3.94M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
28.4K+ 38.13% |
$900K - $933K
|
103K
$3.39M
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
25.8KNew |
$816K - $846K
|
25.8K
$849K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
25K+ 31.15% |
$792K - $821K
|
105K
$3.47M
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
25K+ 16.12% |
$792K - $821K
|
180K
$5.93M
|
|
|
Nov 14, 2024
Q1 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
23.1K+ 4.58% |
$731K - $758K
|
527K
$17.4M
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
22.5KNew |
$711K - $738K
|
22.5K
$740K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
21K+ 11.76% |
$664K - $688K
|
199K
$6.56M
|
|
|
May 01, 2023
Q1 2023
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
20.2K+ 15.12% |
$640K - $663K
|
154K
$5.07M
|
|
|
May 04, 2023
Q1 2023
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
20K+ 16.38% |
$633K - $656K
|
142K
$4.68M
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
18.3K+ 34.53% |
$580K - $602K
|
71.4K
$2.35M
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
16.9K+ 24.07% |
$536K - $556K
|
87.2K
$2.87M
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
16.4K+ 6.35% |
$521K - $540K
|
275K
$9.07M
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
16.4K+ 19.35% |
$519K - $538K
|
101K
$3.33M
|
|
|
May 09, 2023
Q1 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
16KNew |
$505K - $524K
|
16K
$526K
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
15.5K+ 35.35% |
$492K - $510K
|
59.5K
$1.96M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
15.2K+ 4.45% |
$481K - $499K
|
357K
$11.7M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.2K+ 34.23% |
$450K - $467K
|
55.8K
$1.84M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
13.8K+ 126.45% |
$437K - $453K
|
24.7K
$814K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
13.5K+ 20.74% |
$427K - $442K
|
78.4K
$2.58M
|
|
|
Apr 16, 2024
Q1 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
13K+ 8.32% |
$410K - $425K
|
169K
$5.56M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
12.8K+ 915.74% |
$405K - $420K
|
14.2K
$468K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
12K+ 30.96% |
$379K - $392K
|
50.6K
$1.67M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
11.9K+ 9.09% |
$377K - $391K
|
143K
$4.71M
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
10.4K+ 37.21% |
$328K - $340K
|
38.2K
$1.26M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
10.3K+ 39.57% |
$326K - $338K
|
36.3K
$1.2M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
10.3K+ 53.37% |
$326K - $337K
|
29.5K
$973K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.2K+ 49.12% |
$324K - $336K
|
31.1K
$1.02M
|