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 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-270- 0.22% |
$8.74K - $8.89K
|
124K
$4.08M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-272- 16.72% |
$8.81K - $8.95K
|
1.36K
$44.6K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-289- 0.42% |
$9.36K - $9.51K
|
68K
$2.24M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-305- 4.81% |
$9.88K - $10K
|
6.04K
$199K
|
|
|
Apr 09, 2024
Q1 2024
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-319- 0.95% |
$10.3K - $10.5K
|
33.2K
$1.09M
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-333- 11.83% |
$10.8K - $11K
|
2.48K
$81.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-383- 3.93% |
$12.4K - $12.6K
|
9.36K
$308K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-401- 21.85% |
$13K - $13.2K
|
1.43K
$47.2K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-404- 1.72% |
$13.1K - $13.3K
|
23.1K
$759K
|
|
|
Apr 17, 2024
Q1 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-411- 0.68% |
$13.3K - $13.5K
|
60.5K
$1.99M
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-438- 0.22% |
$14.2K - $14.4K
|
197K
$6.48M
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-446- 3.13% |
$14.4K - $14.7K
|
13.8K
$455K
|
|
|
May 02, 2024
Q1 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-482- 3.35% |
$15.6K - $15.9K
|
13.9K
$457K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-541- 0.3% |
$17.5K - $17.8K
|
177K
$5.84M
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-554- 0.74% |
$17.9K - $18.2K
|
74.4K
$2.45M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-571- 2.49% |
$18.5K - $18.8K
|
22.3K
$735K
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
SELL
|
- |
-637- 0.54% |
$20.6K - $21K
|
117K
$3.84M
|
|
|
May 13, 2024
Q1 2024
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-638- 0.4% |
$20.7K - $21K
|
158K
$5.21M
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-679- 9.44% |
$22K - $22.3K
|
6.52K
$215K
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-711- 8.86% |
$23K - $23.4K
|
7.31K
$241K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-800- 50.22% |
$25.9K - $26.3K
|
793
$26.1K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-853- 8.26% |
$27.6K - $28.1K
|
9.47K
$312K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-899- 1.53% |
$29.1K - $29.6K
|
57.9K
$1.9M
|
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-904- 10.75% |
$29.3K - $29.8K
|
7.51K
$247K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.02K- 1.48% |
$32.9K - $33.4K
|
67.6K
$2.22M
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-1.3K- 53.54% |
$42.1K - $42.8K
|
1.13K
$37.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
SELL
|
- |
-1.44K- 12.22% |
$46.6K - $47.4K
|
10.3K
$340K
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1.6K- 19.7% |
$51.8K - $52.7K
|
6.52K
$215K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1.64K- 8.92% |
$53K - $53.9K
|
16.7K
$550K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.78K- 4.18% |
$57.6K - $58.6K
|
40.8K
$1.34M
|
|
|
May 10, 2024
Q1 2024
|
Davidson Trust CO
|
SELL
|
- |
-1.79K- 7.77% |
$58K - $58.9K
|
21.3K
$700K
|
|
|
Apr 08, 2024
Q1 2024
|
Marion Wealth Management
|
SELL
|
- |
-1.84K- 6.75% |
$59.6K - $60.6K
|
25.4K
$837K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.95K- 18.31% |
$63.3K - $64.3K
|
8.72K
$287K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-1.99K- 4.82% |
$64.5K - $65.6K
|
39.4K
$1.3M
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-2.01K- 0.87% |
$65K - $66.1K
|
228K
$7.51M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-2.21K- 4.89% |
$71.4K - $72.6K
|
42.9K
$1.41M
|
|
|
Apr 12, 2024
Q1 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-2.37K- 14.98% |
$76.6K - $77.8K
|
13.4K
$442K
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-2.46K- 13.82% |
$79.6K - $80.9K
|
15.3K
$504K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.46K- 24.86% |
$79.6K - $80.9K
|
7.43K
$245K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.57K- 4.35% |
$83.2K - $84.6K
|
56.4K
$1.86M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.69K- 23.19% |
$86.9K - $88.4K
|
8.89K
$293K
|
|
|
Apr 23, 2024
Q1 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-2.77K- 26.19% |
$89.6K - $91.1K
|
7.8K
$257K
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-2.9K- 24.25% |
$93.8K - $95.4K
|
9.05K
$298K
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-2.95K- 4.36% |
$95.4K - $97K
|
64.6K
$2.13M
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-3.36K- 50.4% |
$109K - $111K
|
3.31K
$109K
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-3.38K- 5.42% |
$109K - $111K
|
58.9K
$1.94M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.57K- 23.78% |
$115K - $117K
|
11.4K
$376K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.67K- 8.46% |
$119K - $121K
|
39.7K
$1.31M
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-3.82K- 12.11% |
$124K - $126K
|
27.7K
$913K
|
|
|
Apr 30, 2024
Q1 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-4.06K- 27.14% |
$131K - $133K
|
10.9K
$358K
|