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 09, 2023
Q1 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
1.44K+ 4.11% |
$45.7K - $47.3K
|
36.5K
$1.21M
|
|
|
May 15, 2023
Q1 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
1.43K+ 1.82% |
$45.4K - $47K
|
80K
$2.66M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
1.23K+ 2.22% |
$38.9K - $40.3K
|
56.5K
$1.87M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.2K+ 20.98% |
$38K - $39.4K
|
6.92K
$230K
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
1.2K+ 10.1% |
$38K - $39.4K
|
13.1K
$434K
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.19K+ 3.33% |
$37.8K - $39.1K
|
37K
$1.23M
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
1.19KNew |
$37.6K - $39K
|
1.19K
$39.4K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
1.04K+ 7.8% |
$33K - $34.2K
|
14.4K
$477K
|
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
BUY
|
- |
1.03K+ 1.54% |
$32.6K - $33.8K
|
68.1K
$2.26M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
944New |
$29.9K - $31K
|
944
$31.3K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
929+ 70.81% |
$29.4K - $30.5K
|
2.24K
$74.4K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
805+ 3.06% |
$25.5K - $26.4K
|
27.1K
$899K
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
792+ 4.77% |
$25.1K - $26K
|
17.4K
$578K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
784New |
$24.8K - $25.7K
|
784
$26K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
715New |
$22.6K - $23.5K
|
715
$23.7K
|
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
650New |
$20.6K - $21.3K
|
650
$21.6K
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
641New |
$20.3K - $21K
|
641
$21.3K
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
608New |
$19.3K - $20K
|
608
$20.2K
|
|
|
May 15, 2023
Q1 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
523+ 0.49% |
$16.6K - $17.2K
|
108K
$3.59M
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
472New |
$14.9K - $15.5K
|
472
$15.7K
|
|
|
May 17, 2023
Q1 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
434+ 0.59% |
$13.7K - $14.2K
|
73.6K
$2.44M
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
374New |
$11.8K - $12.3K
|
374
$12.4K
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
364+ 1.75% |
$11.5K - $12K
|
21.2K
$702K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
350+ 106.06% |
$11.1K - $11.5K
|
680
$22.6K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
350+ 13.01% |
$11.1K - $11.5K
|
3.04K
$101K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
245+ 1.11% |
$7.76K - $8.04K
|
22.4K
$742K
|
|
|
May 12, 2023
Q1 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
243+ 0.74% |
$7.7K - $7.98K
|
33.2K
$1.1M
|
|
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
239New |
$7.57K - $7.85K
|
239
$7.93K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
238+ 48.87% |
$7.54K - $7.81K
|
725
$24.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
237+ 0.3% |
$7.51K - $7.78K
|
80.1K
$2.66M
|
|
|
May 03, 2023
Q1 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
228+ 12.88% |
$7.22K - $7.49K
|
2K
$66.3K
|
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
228+ 0.82% |
$7.22K - $7.49K
|
28K
$930K
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
216+ 2.52% |
$6.84K - $7.09K
|
8.78K
$291K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
191New |
$6.05K - $6.27K
|
191
$6.34K
|
|
|
May 11, 2023
Q1 2023
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
170+ 0.08% |
$5.38K - $5.58K
|
207K
$6.86M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
164New |
$5.19K - $5.38K
|
164
$5.44K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
155+ 36.21% |
$4.91K - $5.09K
|
583
$19.3K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
154+ 1.64% |
$4.88K - $5.06K
|
9.53K
$316K
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
149New |
$4.72K - $4.89K
|
149
$4.95K
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
122+ 0.84% |
$3.86K - $4.01K
|
14.7K
$488K
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
117+ 0.42% |
$3.71K - $3.84K
|
28.3K
$938K
|
|
|
Apr 21, 2023
Q1 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
111+ 1.74% |
$3.52K - $3.64K
|
6.48K
$215K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
109+ 13.96% |
$3.45K - $3.58K
|
890
$29.5K
|
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
100+ 1.24% |
$3.17K - $3.28K
|
8.16K
$271K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
98+ 3266.67% |
$3.1K - $3.22K
|
101
$3.35K
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
96+ 1.34% |
$3.04K - $3.15K
|
7.28K
$242K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
89+ 30.27% |
$2.82K - $2.92K
|
383
$12.7K
|
|
|
Apr 24, 2023
Q1 2023
|
Davidson Trust CO
|
BUY
|
- |
84+ 0.4% |
$2.66K - $2.76K
|
21.1K
$699K
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
80+ 0.99% |
$2.53K - $2.63K
|
8.2K
$272K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
70+ 2.9% |
$2.22K - $2.3K
|
2.48K
$82.4K
|