Purchases and Sales Made in Q2 2022 in Spdr Portfolio Intermediate Te (SPIB)
This table provides information about the institutional ownership of Spdr Portfolio Intermediate Te (SPIB) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Jul 27, 2022
Q2 2022
|
Bank Hapoalim Bm
|
BUY
|
- |
4.19K+ 2.42% |
$134K - $143K
|
177K
$5.84M
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
4.14KNew |
$132K - $141K
|
4.14K
$136K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.12K+ 17.82% |
$132K - $140K
|
27.2K
$897K
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.99K+ 6.94% |
$128K - $136K
|
61.5K
$2.03M
|
|
Jul 08, 2022
Q2 2022
|
Appleton Partners Inc
|
BUY
|
- |
3.61K+ 2.02% |
$116K - $123K
|
182K
$6.02M
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.49KNew |
$112K - $119K
|
3.49K
$115K
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
2.95K+ 0.76% |
$94.6K - $101K
|
393K
$13M
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2.9K+ 217.83% |
$92.7K - $98.7K
|
4.22K
$139K
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
BUY
|
- |
2.73K+ 4.94% |
$87.4K - $93K
|
58K
$1.91M
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.69K+ 4.88% |
$86.2K - $91.7K
|
57.8K
$1.91M
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.11K+ 2.77% |
$67.5K - $71.8K
|
78.3K
$2.58M
|
|
Aug 03, 2022
Q2 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
2K+ 1.52% |
$64.1K - $68.2K
|
134K
$4.41M
|
|
Jul 25, 2022
Q2 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1.87K+ 3.16% |
$59.8K - $63.7K
|
61K
$2.01M
|
|
Aug 04, 2022
Q2 2022
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
1.79K+ 10.26% |
$57.5K - $61.1K
|
19.3K
$636K
|
|
Jul 14, 2022
Q2 2022
|
Peak Financial Advisors LLC
|
BUY
|
- |
1.72K+ 19.76% |
$55K - $58.5K
|
10.4K
$343K
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
1.32KNew |
$42.3K - $45.1K
|
1.32K
$43.6K
|
|
Aug 08, 2022
Q2 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.3K+ 11.93% |
$41.6K - $44.3K
|
12.2K
$402K
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.24K+ 262.03% |
$39.8K - $42.3K
|
1.72K
$56.6K
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1.24K+ 262.03% |
$39.8K - $42.3K
|
1.72K
$56.6K
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.24K+ 18.39% |
$39.7K - $42.2K
|
7.97K
$263K
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
BUY
|
- |
1.24K+ 3.92% |
$39.7K - $42.2K
|
32.8K
$1.08M
|
|
Aug 12, 2022
Q2 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
1.23K+ 0.73% |
$39.4K - $41.9K
|
169K
$5.57M
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
1.19KNew |
$38K - $40.5K
|
1.19K
$39.1K
|
|
Aug 10, 2022
Q2 2022
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
1.12K+ 0.34% |
$35.9K - $38.2K
|
333K
$11M
|
|
Aug 10, 2022
Q2 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.09K+ 1.2% |
$34.8K - $37K
|
91.6K
$3.02M
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.05KNew |
$33.5K - $35.7K
|
1.05K
$34.5K
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.03K+ 16.43% |
$33K - $35.1K
|
7.31K
$241K
|
|
Aug 09, 2022
Q2 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
683+ 0.85% |
$21.9K - $23.3K
|
81.4K
$2.68M
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
BUY
|
- |
600+ 7.17% |
$19.2K - $20.4K
|
8.97K
$296K
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
578+ 7.1% |
$18.5K - $19.7K
|
8.72K
$288K
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
569New |
$18.2K - $19.4K
|
569
$18.8K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
527New |
$16.9K - $18K
|
527
$17.4K
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
519New |
$16.6K - $17.7K
|
519
$17.1K
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
472+ 12.72% |
$15.1K - $16.1K
|
4.18K
$138K
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
456New |
$14.6K - $15.5K
|
456
$15K
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
346+ 0.1% |
$11.1K - $11.8K
|
361K
$11.9M
|
|
Jul 20, 2022
Q2 2022
|
Hnp Capital LLC
|
BUY
|
- |
341+ 0.1% |
$10.9K - $11.6K
|
358K
$11.8M
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
326New |
$10.4K - $11.1K
|
326
$10.8K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
267+ 0.43% |
$8.55K - $9.1K
|
62.1K
$2.05M
|
|
Aug 15, 2022
Q2 2022
|
Vericrest Private Wealth
Newtown, PA |
BUY
|
- |
257+ 0.39% |
$8.23K - $8.76K
|
66.7K
$2.2M
|
|
Jul 13, 2022
Q2 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
255New |
$8.17K - $8.69K
|
255
$8.41K
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
190+ 4.87% |
$6.09K - $6.48K
|
4.09K
$135K
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
189+ 2.14% |
$6.05K - $6.44K
|
9.01K
$297K
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
186New |
$5.96K - $6.34K
|
186
$6.13K
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
160New |
$5.12K - $5.45K
|
160
$5.28K
|
|
Aug 09, 2022
Q2 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
140+ 0.53% |
$4.48K - $4.77K
|
26.7K
$882K
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
109+ 115.96% |
$3.49K - $3.71K
|
203
$6.69K
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
87+ 16.08% |
$2.79K - $2.96K
|
628
$20.7K
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
79+ 6.42% |
$2.53K - $2.69K
|
1.31K
$43.2K
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
BUY
|
- |
75New |
$2.4K - $2.56K
|
75
$2.47K
|