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 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-641- 4.68% |
$20.3K - $21K
|
13K
$433K
|
|
|
May 12, 2023
Q1 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-700- 5.18% |
$22.2K - $23K
|
12.8K
$425K
|
|
|
May 11, 2023
Q1 2023
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-748- 3.98% |
$23.7K - $24.6K
|
18K
$598K
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-754- 13.58% |
$23.9K - $24.8K
|
4.8K
$159K
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-805- 4.01% |
$25.5K - $26.4K
|
19.3K
$640K
|
|
|
May 05, 2023
Q1 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-928- 3.54% |
$29.4K - $30.5K
|
25.3K
$839K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-928- 12.05% |
$29.4K - $30.5K
|
6.77K
$225K
|
|
|
Apr 14, 2023
Q1 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-962- 0.61% |
$30.5K - $31.6K
|
156K
$5.19M
|
|
|
Apr 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-1.14K- 15.13% |
$36.1K - $37.5K
|
6.4K
$212K
|
|
|
Apr 14, 2023
Q1 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-1.22K- 3.62% |
$38.5K - $39.9K
|
32.4K
$1.07M
|
|
|
May 15, 2023
Q1 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-1.35K- 7.64% |
$42.6K - $44.2K
|
16.3K
$540K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.36K- 10.65% |
$43K - $44.6K
|
11.4K
$378K
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.5K- 6.63% |
$47.5K - $49.2K
|
21.1K
$700K
|
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-1.52K- 0.17% |
$48.1K - $49.8K
|
891K
$29.6M
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.64K- 25.41% |
$51.9K - $53.8K
|
4.81K
$160K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.78K- 14.36% |
$56.4K - $58.4K
|
10.6K
$352K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-1.86K- 96.37% |
$58.9K - $61.1K
|
70
$2.32K
|
|
|
Apr 20, 2023
Q1 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-1.86K- 1.51% |
$59K - $61.2K
|
121K
$4.02M
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.11K- 12.31% |
$66.7K - $69.2K
|
15K
$498K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.21K- 5.09% |
$70K - $72.6K
|
41.2K
$1.37M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.29K- 2.6% |
$72.5K - $75.2K
|
85.6K
$2.84M
|
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-2.3K- 19.2% |
$72.7K - $75.4K
|
9.66K
$321K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.33K- 8.69% |
$73.6K - $76.3K
|
24.4K
$811K
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-2.54K- 5.68% |
$80.4K - $83.3K
|
42.1K
$1.4M
|
|
|
May 09, 2023
Q1 2023
|
Sws Partners
|
SELL
|
- |
-2.55K- 2.56% |
$80.6K - $83.6K
|
97K
$3.22M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.7K- 4.44% |
$85.5K - $88.6K
|
58K
$1.93M
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-3.12K- 1.24% |
$98.9K - $103K
|
249K
$8.26M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.13K- 22.0% |
$99K - $103K
|
11.1K
$368K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-3.34K- 12.54% |
$106K - $110K
|
23.3K
$773K
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-3.38K- 0.46% |
$107K - $111K
|
735K
$24.4M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.43K- 8.26% |
$109K - $113K
|
38.1K
$1.26M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-3.48K- 4.82% |
$110K - $114K
|
68.7K
$2.28M
|
|
|
Apr 07, 2023
Q1 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-3.67K- 23.38% |
$116K - $121K
|
12K
$400K
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
SELL
|
- |
-3.74K- 2.96% |
$119K - $123K
|
123K
$4.08M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.99K- 10.53% |
$126K - $131K
|
33.9K
$1.12M
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-4.04K- 25.65% |
$128K - $133K
|
11.7K
$388K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-4.04K- 2.42% |
$128K - $133K
|
163K
$5.42M
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-4.04K- 2.42% |
$128K - $133K
|
163K
$5.42M
|
|
|
Apr 17, 2023
Q1 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-4.05K- 1.98% |
$128K - $133K
|
200K
$6.65M
|
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-4.52K- 2.79% |
$143K - $148K
|
157K
$5.22M
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-4.68K- 22.51% |
$148K - $153K
|
16.1K
$534K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-4.81K- 4.72% |
$152K - $158K
|
97K
$3.22M
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-4.83K- 19.52% |
$153K - $159K
|
19.9K
$661K
|
|
|
Apr 24, 2023
Q1 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-5.03K- 7.76% |
$159K - $165K
|
59.7K
$1.98M
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-7.28K- 20.39% |
$230K - $239K
|
28.4K
$943K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-7.62KClosed |
$241K - $250K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-9.01K- 58.93% |
$285K - $296K
|
6.28K
$208K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-9.64K- 30.92% |
$305K - $316K
|
21.5K
$715K
|
|
|
Apr 20, 2023
Q1 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-9.77K- 2.88% |
$309K - $321K
|
329K
$10.9M
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-9.97K- 60.7% |
$316K - $327K
|
6.46K
$214K
|