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 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10.3K- 33.03% |
$325K - $337K
|
20.8K
$686K
|
|
|
May 05, 2023
Q1 2023
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-10.7K- 11.86% |
$339K - $351K
|
79.6K
$2.62M
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-11.3K- 7.72% |
$359K - $372K
|
135K
$4.46M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-12.8K- 4.41% |
$407K - $422K
|
278K
$9.16M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-14K- 25.9% |
$443K - $459K
|
40K
$1.32M
|
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-14.3KClosed |
$452K - $469K
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-14.9K- 33.67% |
$470K - $488K
|
29.3K
$964K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-14.9K- 60.25% |
$473K - $490K
|
9.85K
$324K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-15.6K- 10.76% |
$494K - $512K
|
129K
$4.26M
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-15.7K- 50.29% |
$497K - $515K
|
15.5K
$511K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-15.7K- 38.81% |
$498K - $517K
|
24.8K
$817K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-17.6K- 13.01% |
$558K - $578K
|
118K
$3.88M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-18.3K- 34.27% |
$579K - $600K
|
35K
$1.15M
|
|
|
Apr 17, 2023
Q1 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-19.8K- 20.28% |
$627K - $649K
|
77.8K
$2.56M
|
|
|
Apr 13, 2023
Q1 2023
|
Bck Partners, Inc.
|
SELL
|
- |
-20K- 33.61% |
$633K - $657K
|
39.5K
$1.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-20.9K- 2.18% |
$662K - $686K
|
938K
$30.9M
|
|
|
May 04, 2023
Q1 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-21.2K- 12.13% |
$670K - $694K
|
153K
$5.04M
|
|
|
Apr 24, 2023
Q1 2023
|
Marion Wealth Management
|
SELL
|
- |
-21.7K- 16.34% |
$688K - $713K
|
111K
$3.67M
|
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-22.2K- 56.94% |
$703K - $729K
|
16.8K
$553K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-22.4K- 2.72% |
$709K - $735K
|
800K
$26.4M
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Financial Planning LLC
|
SELL
|
- |
-23.4K- 61.36% |
$740K - $767K
|
14.7K
$485K
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-23.5K- 7.65% |
$745K - $772K
|
284K
$9.36M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-23.6K- 53.12% |
$748K - $775K
|
20.8K
$686K
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-23.9K- 13.83% |
$756K - $784K
|
149K
$4.9M
|
|
|
Apr 26, 2023
Q1 2023
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-24.2K- 7.57% |
$767K - $795K
|
295K
$9.73M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-26.2K- 51.11% |
$830K - $860K
|
25.1K
$825K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-32.3K- 4.37% |
$1.02M - $1.06M
|
706K
$23.3M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-40.8K- 20.03% |
$1.29M - $1.34M
|
163K
$5.37M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-51K- 83.78% |
$1.62M - $1.67M
|
9.87K
$325K
|
|
|
May 11, 2023
Q1 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-52.1K- 26.99% |
$1.65M - $1.71M
|
141K
$4.64M
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-54.1K- 30.56% |
$1.71M - $1.78M
|
123K
$4.05M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-61.2K- 11.14% |
$1.94M - $2.01M
|
488K
$16.1M
|
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-62.6K- 38.63% |
$1.98M - $2.05M
|
99.4K
$3.27M
|
|
|
Aug 28, 2024
Q1 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-66.3K- 40.99% |
$2.1M - $2.18M
|
95.5K
$3.15M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-87.4K- 51.64% |
$2.77M - $2.87M
|
81.8K
$2.7M
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-90K- 7.15% |
$2.85M - $2.95M
|
1.17M
$38.5M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-91.8K- 99.27% |
$2.91M - $3.01M
|
678
$22.3K
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-100K- 1.73% |
$3.18M - $3.29M
|
5.7M
$188M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-106K- 88.28% |
$3.35M - $3.47M
|
14K
$462K
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-121K- 99.97% |
$3.83M - $3.98M
|
32
$1.05K
|
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-122K- 90.61% |
$3.87M - $4.01M
|
12.7K
$417K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-150K- 87.77% |
$4.74M - $4.91M
|
20.9K
$687K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-159K- 29.16% |
$5.03M - $5.21M
|
386K
$12.7M
|
|
|
May 03, 2023
Q1 2023
|
Adams Wealth Management
|
SELL
|
- |
-160K- 52.36% |
$5.06M - $5.25M
|
145K
$4.79M
|
|
|
May 01, 2023
Q1 2023
|
Gen Trust, LLC
|
SELL
|
- |
-176K- 15.35% |
$5.58M - $5.78M
|
971K
$32M
|
|
|
May 08, 2023
Q1 2023
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-212K- 82.4% |
$6.73M - $6.97M
|
45.4K
$1.49M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-235K- 47.25% |
$7.46M - $7.73M
|
263K
$8.66M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-254K- 62.64% |
$8.05M - $8.35M
|
152K
$4.99M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-305K- 4.21% |
$9.66M - $10M
|
6.95M
$229M
|
|
|
Apr 25, 2023
Q1 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-341K- 63.83% |
$10.8M - $11.2M
|
193K
$6.37M
|