Purchases and Sales Made in Q1 2024 in Spdr Portfolio Intermediate Te (SPIB)
This table provides information about the institutional ownership of Spdr Portfolio Intermediate Te (SPIB) during Q1 2024. 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, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
61.3K+ 275.72% |
$1.98M - $2.02M
|
83.5K
$2.75M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
59.1K+ 42.54% |
$1.91M - $1.94M
|
198K
$6.52M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
57.1K+ 44.48% |
$1.85M - $1.88M
|
185K
$6.1M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
55.1K+ 536.53% |
$1.78M - $1.81M
|
65.3K
$2.15M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
52.4K+ 81.4% |
$1.7M - $1.73M
|
117K
$3.85M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
52.2KNew |
$1.69M - $1.72M
|
52.2K
$1.72M
|
|
|
Nov 14, 2024
Q1 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
51.3K+ 10.03% |
$1.66M - $1.69M
|
563K
$18.5M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
50.9K+ 57.54% |
$1.65M - $1.68M
|
139K
$4.59M
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
48.5K+ 7.56% |
$1.57M - $1.6M
|
690K
$22.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Asset Management LLC
|
BUY
|
- |
47.2KNew |
$1.53M - $1.55M
|
47.2K
$1.55M
|
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
47KNew |
$1.52M - $1.55M
|
47K
$1.55M
|
|
|
Apr 18, 2024
Q1 2024
|
Burt Wealth Advisors
|
BUY
|
- |
46K+ 6.29% |
$1.49M - $1.51M
|
777K
$25.6M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
45.9K+ 216.34% |
$1.49M - $1.51M
|
67.2K
$2.21M
|
|
|
May 06, 2024
Q1 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
44.9K+ 28.71% |
$1.45M - $1.48M
|
201K
$6.62M
|
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
44.8K+ 8.28% |
$1.45M - $1.47M
|
586K
$19.3M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
41.5K+ 98.06% |
$1.34M - $1.37M
|
83.9K
$2.76M
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
BUY
|
- |
40.8K+ 649.28% |
$1.32M - $1.34M
|
47.1K
$1.55M
|
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
40KNew |
$1.3M - $1.32M
|
40K
$1.32M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
39.9K+ 22.31% |
$1.29M - $1.31M
|
219K
$7.21M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
38.8K+ 2.77% |
$1.26M - $1.28M
|
1.44M
$47.4M
|
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
BUY
|
- |
36.1K+ 54.32% |
$1.17M - $1.19M
|
103K
$3.38M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
36.1K+ 2.22% |
$1.17M - $1.19M
|
1.66M
$54.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
36.1K+ 65.12% |
$1.17M - $1.19M
|
91.4K
$3.01M
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
35.5K+ 6.18% |
$1.15M - $1.17M
|
610K
$20.1M
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
35.1K+ 23.96% |
$1.14M - $1.16M
|
182K
$5.99M
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
35.1K+ 5.16% |
$1.14M - $1.15M
|
715K
$23.5M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
33.4K+ 299.87% |
$1.08M - $1.1M
|
44.5K
$1.47M
|
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
32.8K+ 5.07% |
$1.06M - $1.08M
|
680K
$22.4M
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
32.2K+ 55.51% |
$1.04M - $1.06M
|
90.2K
$2.97M
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
31.6K+ 22.65% |
$1.02M - $1.04M
|
171K
$5.63M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
31.4K+ 52.4% |
$1.02M - $1.03M
|
91.3K
$3.01M
|
|
|
May 14, 2024
Q1 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
31.3KNew |
$1.01M - $1.03M
|
31.3K
$1.03M
|
|
|
Apr 26, 2024
Q1 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
30.9K+ 27.54% |
$1M - $1.02M
|
143K
$4.71M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
29.4K+ 80.47% |
$953K - $969K
|
66K
$2.17M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
28.8K+ 7.31% |
$932K - $947K
|
422K
$13.9M
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
28.2K+ 15.31% |
$914K - $929K
|
213K
$7M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27.8K+ 21.81% |
$901K - $916K
|
155K
$5.12M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
27.3K+ 72.66% |
$884K - $898K
|
64.9K
$2.14M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
25.9K+ 81.02% |
$839K - $853K
|
57.9K
$1.91M
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
BUY
|
- |
25.8K+ 22.7% |
$835K - $848K
|
139K
$4.59M
|
|
|
Apr 19, 2024
Q1 2024
|
Gen Trust, LLC
|
BUY
|
- |
23.9K+ 4.41% |
$773K - $786K
|
566K
$18.6M
|
|
|
May 01, 2024
Q1 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
23.3K+ 10.45% |
$754K - $766K
|
246K
$8.1M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
22.3KNew |
$722K - $734K
|
22.3K
$735K
|
|
|
Apr 30, 2024
Q1 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
22K+ 8.49% |
$714K - $726K
|
282K
$9.28M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
21.2KNew |
$685K - $696K
|
21.2K
$697K
|
|
|
Apr 18, 2024
Q1 2024
|
Fortune 45 LLC
|
BUY
|
- |
19.8K+ 7.76% |
$643K - $653K
|
276K
$9.08M
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
19.4KNew |
$629K - $639K
|
19.4K
$639K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
18.3KNew |
$593K - $603K
|
18.3K
$603K
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
17.6K+ 3.83% |
$569K - $579K
|
477K
$15.7M
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
16.6KNew |
$537K - $545K
|
16.6K
$546K
|