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 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10K+ 6.76% |
$318K - $330K
|
159K
$5.22M
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
9.84K+ 7.43% |
$312K - $323K
|
142K
$4.69M
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
BUY
|
- |
9.6K+ 43.25% |
$304K - $315K
|
31.8K
$1.05M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
8.59K+ 38.98% |
$272K - $282K
|
30.6K
$1.01M
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
8.58K+ 26.31% |
$272K - $282K
|
41.2K
$1.36M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.03K+ 2.99% |
$254K - $263K
|
276K
$9.1M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
7.85K+ 34.0% |
$248K - $258K
|
30.9K
$1.02M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
BUY
|
- |
7.74K+ 0.74% |
$245K - $254K
|
1.06M
$34.8M
|
|
|
May 10, 2023
Q1 2023
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
7.68K+ 2.42% |
$243K - $252K
|
326K
$10.7M
|
|
|
Aug 27, 2024
Q1 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
7.11KNew |
$225K - $233K
|
7.11K
$234K
|
|
|
May 10, 2023
Q1 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
7.02K+ 1.52% |
$222K - $230K
|
467K
$15.4M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.96KNew |
$220K - $228K
|
6.96K
$229K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.78K+ 8.8% |
$215K - $223K
|
83.9K
$2.76M
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6.78K+ 8.42% |
$215K - $223K
|
87.2K
$2.87M
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
6.71KNew |
$213K - $220K
|
6.71K
$221K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
6.68K+ 32.48% |
$212K - $219K
|
27.2K
$898K
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
6.47K+ 35.51% |
$205K - $213K
|
24.7K
$814K
|
|
|
May 15, 2023
Q1 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
6.23KNew |
$197K - $204K
|
6.23K
$205K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.05K+ 28.93% |
$192K - $199K
|
27K
$888K
|
|
|
May 11, 2023
Q1 2023
|
Pecaut & Co.
|
BUY
|
- |
5.88K+ 9.86% |
$186K - $193K
|
65.5K
$2.16M
|
|
|
Apr 04, 2023
Q1 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
5.87K+ 2.25% |
$186K - $193K
|
266K
$8.78M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
5.57K+ 75.41% |
$176K - $183K
|
13K
$427K
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
5.32K+ 6.32% |
$168K - $175K
|
89.5K
$2.95M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.07K+ 2.55% |
$161K - $167K
|
204K
$6.71M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.07K+ 7.3% |
$160K - $166K
|
74.5K
$2.45M
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
4.89K+ 19.98% |
$155K - $161K
|
29.4K
$967K
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
BUY
|
- |
4.26K+ 18.72% |
$135K - $140K
|
27K
$890K
|
|
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
4.19K+ 3.89% |
$133K - $137K
|
112K
$3.68M
|
|
|
May 12, 2023
Q1 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
4.13K+ 60.02% |
$131K - $135K
|
11K
$362K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.03K+ 60.01% |
$128K - $132K
|
10.7K
$354K
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
BUY
|
- |
4.02K+ 2.08% |
$127K - $132K
|
197K
$6.49M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.52K+ 49.67% |
$112K - $116K
|
10.6K
$350K
|
|
|
May 11, 2023
Q1 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
3.51K+ 1.74% |
$111K - $115K
|
206K
$6.77M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.19K+ 36.11% |
$101K - $105K
|
12K
$396K
|
|
|
Apr 17, 2023
Q1 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
3.17K+ 1.27% |
$100K - $104K
|
253K
$8.33M
|
|
|
May 05, 2023
Q1 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
3.14K+ 29.26% |
$99.3K - $103K
|
13.9K
$456K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.94K+ 7.07% |
$93.2K - $96.7K
|
44.6K
$1.47M
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
2.84K+ 12.55% |
$89.9K - $93.2K
|
25.5K
$839K
|
|
|
May 10, 2023
Q1 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
2.7K+ 0.8% |
$85.5K - $88.6K
|
341K
$11.2M
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
2.67K+ 49.18% |
$84.7K - $87.8K
|
8.11K
$267K
|
|
|
May 03, 2023
Q1 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
2.67K+ 9.35% |
$84.5K - $87.6K
|
31.2K
$1.03M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.62K+ 1.98% |
$82.8K - $85.9K
|
135K
$4.44M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.49K+ 29.48% |
$78.9K - $81.8K
|
10.9K
$361K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.29KNew |
$72.6K - $75.2K
|
2.29K
$75.5K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.24K+ 0.78% |
$71K - $73.6K
|
290K
$9.54M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.05K+ 46.72% |
$64.8K - $67.2K
|
6.43K
$212K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.9KNew |
$60.1K - $62.3K
|
1.9K
$62.5K
|
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.87K+ 17.28% |
$59.1K - $61.3K
|
12.7K
$417K
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.7KNew |
$53.8K - $55.8K
|
1.7K
$56K
|
|
|
Nov 20, 2023
Q1 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.47K+ 18.17% |
$46.5K - $48.2K
|
9.54K
$314K
|