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 |
---|---|---|---|---|---|---|---|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.31KNew |
$42.4K - $43.1K
|
1.31K
$43.1K
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.21K+ 13.26% |
$39.3K - $39.9K
|
10.4K
$341K
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.06K+ 3.92% |
$34.3K - $34.9K
|
28.1K
$925K
|
|
May 15, 2024
Q1 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
1.04K+ 5.4% |
$33.8K - $34.4K
|
20.4K
$671K
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
998+ 2.13% |
$32.3K - $32.8K
|
47.8K
$1.57M
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
985+ 31.62% |
$31.9K - $32.4K
|
4.1K
$135K
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
BUY
|
- |
956New |
$31K - $31.5K
|
956
$31.5K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
902+ 50.7% |
$29.2K - $29.7K
|
2.68K
$88.3K
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
840New |
$27.2K - $27.6K
|
840
$27.7K
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
822+ 1.59% |
$26.6K - $27.1K
|
52.5K
$1.73M
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
782+ 3.23% |
$25.3K - $25.7K
|
25K
$822K
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
705+ 10.54% |
$22.8K - $23.2K
|
7.39K
$243K
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
685+ 6.77% |
$22.2K - $22.5K
|
10.8K
$355K
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
680+ 34.05% |
$22K - $22.4K
|
2.68K
$88.1K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
655New |
$21.2K - $21.6K
|
655
$21.6K
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
577+ 0.69% |
$18.7K - $19K
|
84.1K
$2.77M
|
|
May 13, 2024
Q1 2024
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
571+ 6.12% |
$18.5K - $18.8K
|
9.9K
$326K
|
|
May 09, 2024
Q1 2024
|
Pacific Financial Group Inc
|
BUY
|
- |
557+ 0.66% |
$18K - $18.3K
|
84.9K
$2.79M
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
534New |
$17.3K - $17.6K
|
534
$17.6K
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
525New |
$17K - $17.3K
|
525
$17.3K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
518New |
$16.8K - $17K
|
518
$17.1K
|
|
May 02, 2024
Q1 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
518+ 1.36% |
$16.8K - $17K
|
38.7K
$1.27M
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
BUY
|
- |
515+ 2.07% |
$16.7K - $16.9K
|
25.4K
$836K
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
495+ 1.85% |
$16K - $16.3K
|
27.2K
$897K
|
|
Apr 18, 2024
Q1 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
491+ 1.09% |
$15.9K - $16.2K
|
45.5K
$1.5M
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
482+ 41.2% |
$15.6K - $15.9K
|
1.65K
$54.4K
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
416+ 3.13% |
$13.5K - $13.7K
|
13.7K
$452K
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
393+ 110.7% |
$12.7K - $12.9K
|
748
$24.6K
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
353+ 220.62% |
$11.4K - $11.6K
|
513
$16.9K
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
345+ 46.62% |
$11.2K - $11.4K
|
1.09K
$35.7K
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
309New |
$10K - $10.2K
|
309
$10.2K
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
BUY
|
- |
306+ 170.0% |
$9.91K - $10.1K
|
486
$16K
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
270+ 1.83% |
$8.74K - $8.89K
|
15K
$494K
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
265New |
$8.58K - $8.72K
|
265
$8.72K
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
254New |
$8.22K - $8.36K
|
254
$8.36K
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
254+ 1.41% |
$8.22K - $8.36K
|
18.2K
$600K
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
246+ 3.64% |
$7.97K - $8.1K
|
7K
$231K
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
245New |
$7.93K - $8.06K
|
245
$8.07K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
234+ 0.12% |
$7.58K - $7.7K
|
193K
$6.34M
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
213+ 1.56% |
$6.9K - $7.01K
|
13.8K
$455K
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
210New |
$6.8K - $6.91K
|
210
$6.91K
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
208New |
$6.74K - $6.85K
|
208
$6.85K
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
200+ 0.65% |
$6.48K - $6.58K
|
30.8K
$1.01M
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
200+ 21.48% |
$6.48K - $6.58K
|
1.13K
$37.2K
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
198+ 0.34% |
$6.41K - $6.52K
|
57.7K
$1.9M
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
169New |
$5.47K - $5.56K
|
169
$5.56K
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
160+ 22.38% |
$5.18K - $5.27K
|
875
$28.8K
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
140New |
$4.53K - $4.61K
|
140
$4.61K
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
137New |
$4.44K - $4.51K
|
137
$4.51K
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
115New |
$3.72K - $3.78K
|
115
$3.79K
|